| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 114 | 133,070 | IVV, QGRO, IEI, SCHD | 13F-HR | 7/23/2025 | 000175496025000478 |
| Q1 2025 | 106 | 121,615 | IVV, SCHD, QGRO, IEI | 13F-HR | 4/16/2025 | 000175496025000207 |
| Q4 2024 | 108 | 124,654 | IVV, SCHD, QGRO, IEI | 13F-HR | 1/21/2025 | 000175496025000045 |