| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 120 | 148,425 | IWF, VTV, IJH, AAPL | 13F-HR | 11/8/2024 | 000196532924000006 |
| Q2 2024 | 110 | 129,798 | IWF, IJH, VTV, MSFT | 13F-HR | 8/7/2024 | 000196532924000004 |
| Q1 2024 | 90 | 117,031 | IWF, IJH, VTV, MSFT | 13F-HR | 5/3/2024 | 000196532924000003 |
| Q4 2023 | 88 | 109,886 | IWF, IJH, VTV, AAPL | 13F-HR | 2/13/2024 | 000196532924000001 |
| Q3 2023 | 88 | 97,492 | IWF, IJH, VTV, IWD | 13F-HR | 11/6/2023 | 000196532923000004 |
| Q2 2023 | 91 | 107,090 | IWF, IJH, AAPL, VTV | 13F-HR | 8/14/2023 | 000196532923000003 |
| Q1 2023 | 93 | 102,741 | IWF, IJH, IWD, VTV | 13F-HR | 5/4/2023 | 000196532923000002 |
| Q4 2022 | 91 | 100,817 | IWF, IJH, IWD, VTV | 13F-HR | 2/9/2023 | 000196532923000001 |