| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 127 | 46,101 | MMM, IJR, DVY, MSFT | 13F-HR | 10/24/2025 | 000198772025000007 |
| Q2 2025 | 50 | 37,873 | MMM, IJR, DVY, MSFT | 13F-HR | 7/28/2025 | 000198772025000006 |
| Q1 2025 | 50 | 34,697 | MMM, IJR, DVY, MSFT | 13F-HR | 4/24/2025 | 000198772025000004 |
| Q4 2024 | 49 | 33,307 | MMM, IJR, DVY, MSFT | 13F-HR | 1/17/2025 | 000198772025000001 |
| Q3 2024 | 52 | 36,294 | MMM, IJR, DVY, MSFT | 13F-HR | 10/22/2024 | 000198772024000002 |
| Q2 2024 | 55 | 34,387 | MMM, IJR, MSFT, AAPL | 13F-HR | 7/24/2024 | 000198772024000001 |
| Q3 2023 | 37 | 33,461 | MMM, IJR, AAPL, MSFT | 13F-HR | 10/23/2023 | 000198772023000002 |
| Q2 2023 | 39 | 36,574 | MMM, IJR, AAPL, MSFT | 13F-HR | 8/3/2023 | 000198772023000001 |