| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 53 | 132,772 | IWB, VT, BIV, VTV | 13F-HR | 11/12/2024 | 000198983424000004 |
| Q2 2024 | 50 | 122,041 | IWB, VT, BIV, EFA | 13F-HR | 8/8/2024 | 000198983424000003 |
| Q1 2024 | 53 | 122,461 | IWB, VT, BIV, EFA | 13F-HR | 5/6/2024 | 000198983424000002 |
| Q4 2023 | 46 | 99,749 | IWB, VT, BIV, EFA | 13F-HR | 2/8/2024 | 000198983424000001 |