| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 71 | 142,564 | IJH, IVW, IVE, IBDY | 13F-HR | 10/31/2025 | 000197601025000009 |
| Q2 2025 | 59 | 125,768 | IJH, IVW, IVE, IBDY | 13F-HR | 7/16/2025 | 000197601025000005 |
| Q1 2025 | 56 | 110,378 | IJH, IVW, IVE, IBDY | 13F-HR | 4/28/2025 | 000197601025000003 |
| Q4 2024 | 51 | 105,689 | IVW, IJH, COWZ, IVE | 13F-HR | 2/24/2025 | 000197601025000001 |
| Q3 2024 | 46 | 102,581 | IVW, IJH, COWZ, IVE | 13F-HR | 10/15/2024 | 000197601024000011 |
| Q2 2024 | 45 | 96,799 | IVW, IJH, COWZ, IVE | 13F-HR | 7/26/2024 | 000197601024000007 |
| Q1 2024 | 43 | 229,660 | RIOT, IVW, IJH, COWZ | 13F-HR | 5/29/2024 | 000197601024000005 |
| Q4 2023 | 41 | 92,570 | IVW, IJH, COWZ, IVE | 13F-HR | 1/25/2024 | 000197601024000002 |
| Q3 2023 | 36 | 85,635 | IBDO, IVW, IJH, COWZ | 13F-HR | 10/18/2023 | 000197601023000006 |
| Q2 2023 | 33 | 83,181 | IVW, IBDO, IJH, IVE | 13F-HR | 7/13/2023 | 000197601023000004 |
| Q1 2023 | 27 | 75,757 | IVW, IBDO, IJH, IVE | 13F-HR | 5/4/2023 | 000197601023000002 |