| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 10 | 219,175 | MOAT, VCSH, IQLT, VCLT | 13F-HR | 11/5/2024 | 000198681224000005 |
| Q2 2024 | 12 | 230,442 | MOAT, VCSH, IQLT, VCLT | 13F-HR | 8/8/2024 | 000198681224000003 |
| Q1 2024 | 13 | 537,474 | VTI, VTV, MOAT, IQLT | 13F-HR | 5/13/2024 | 000198681224000002 |
| Q4 2023 | 13 | 498,790 | VTI, VTV, MOAT, IQLT | 13F-HR | 2/14/2024 | 000198681224000001 |
| Q3 2023 | 13 | 453,998 | VTI, VTV, MOAT, IQLT | 13F-HR | 11/13/2023 | 000198681223000009 |
| Q2 2023 | 12 | 535,975 | VTI, VTV, IUSV, MOAT | 13F-HR | 8/15/2023 | 000198681223000001 |
| Q1 2023 | 12 | 511,193 | VTV, VTI, IUSV, MOAT | 13F-HR | 8/28/2023 | 000198681223000003 |
| Q4 2022 | 12 | 495,412 | VTV, VTI, IUSV, MOAT | 13F-HR | 8/28/2023 | 000198681223000004 |
| Q3 2022 | 12 | 471,263 | VTV, VTI, IUSV, MOAT | 13F-HR | 8/28/2023 | 000198681223000005 |
| Q2 2022 | 12 | 500,391 | VTV, VTI, IUSV, MOAT | 13F-HR | 8/28/2023 | 000198681223000006 |
| Q1 2022 | 7 | 476,242 | VTI, VTV, IUSV, MOAT | 13F-HR | 8/28/2023 | 000198681223000007 |