| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 211 | 174,310 | FNDX, VV, SCHF, SCHX | 13F-HR | 4/23/2025 | 000196342125000002 |
| Q4 2024 | 200 | 174,364 | FNDX, VV, SCHX, SCHF | 13F-HR | 2/14/2025 | 000196342125000001 |
| Q3 2024 | 200 | 171,666 | FNDX, VV, SCHF, SCHX | 13F-HR | 11/4/2024 | 000196342124000005 |
| Q2 2024 | 221 | 155,733 | FNDX, VV, SCHF, SCHX | 13F-HR | 9/9/2024 | 000196342124000003 |
| Q1 2024 | 221 | 155,733 | FNDX, VV, SCHF, SCHX | 13F-HR | 5/22/2024 | 000196342124000002 |
| Q4 2023 | 183 | 143,958 | FNDX, VV, SCHF, SCHX | 13F-HR | 2/14/2024 | 000196342124000001 |
| Q3 2023 | 179 | 127,645 | FNDX, SCHF, VV, SCHX | 13F-HR | 11/8/2023 | 000196342123000004 |
| Q2 2023 | 167 | 132,151 | FNDX, SCHF, VV, SCHX | 13F-HR | 7/26/2023 | 000196342123000003 |
| Q1 2023 | 253 | 130,161 | FNDX, SCHF, VV, SCHX | 13F-HR | 5/12/2023 | 000196342123000002 |
| Q4 2022 | 163 | 121,567 | FNDX, SCHF, VV, SCHX | 13F-HR | 2/10/2023 | 000196342123000001 |