| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 62 | 209,401 | VUG, IVV, ITOT, UNP | 13F-HR | 10/29/2024 | 000108514624005223 |
| Q2 2024 | 59 | 193,791 | VUG, IVV, ITOT, UNP | 13F-HR | 7/31/2024 | 000108514624003377 |
| Q1 2024 | 58 | 167,925 | VUG, IVV, ITOT, VTV | 13F-HR | 4/29/2024 | 000108514624002117 |
| Q4 2023 | 50 | 143,823 | VUG, VTV, ITOT, IUSV | 13F-HR | 2/6/2024 | 000108514624000787 |
| Q3 2023 | 47 | 124,618 | VUG, VTV, SPYV, IUSV | 13F-HR | 11/14/2023 | 000108514623004385 |
| Q2 2023 | 51 | 129,255 | VUG, VTV, IUSV, SPYV | 13F-HR | 7/24/2023 | 000108514623002873 |
| Q1 2023 | 49 | 119,299 | VUG, VTV, IUSV, SPYV | 13F-HR | 4/26/2023 | 000108514623001894 |
| Q4 2022 | 50 | 113,037 | VUG, VTV, IUSV, SPYV | 13F-HR | 2/9/2023 | 000108514623000984 |