| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| 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 |