| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 73 | 138,049 | IWY, SCHD, JAAA, VNLA | 13F-HR | 7/15/2025 | 000166773125000809 |
| Q1 2025 | 64 | 126,467 | SCHD, VNLA, IWY, JAAA | 13F-HR | 4/24/2025 | 000166773125000507 |
| Q4 2024 | 61 | 123,217 | SCHD, IWY, VNLA, JAAA | 13F-HR | 1/29/2025 | 000166773125000163 |