| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 101 | 122,018 | VTI, VTV, IWF, VGT | 13F-HR | 11/5/2024 | 000108514624005375 |
| Q2 2024 | 92 | 112,899 | VTI, VTV, IWF, VGT | 13F-HR | 7/16/2024 | 000108514624003060 |
| Q1 2024 | 94 | 108,628 | VTI, VTV, IWF, VGT | 13F-HR | 5/14/2024 | 000108514624002461 |
| Q4 2023 | 88 | 103,236 | VTI, VTV, VGT, IWF | 13F-HR | 2/6/2024 | 000108514624000792 |