| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 77 | 194,611 | VUG, VTV, DFLV, BIV | 13F-HR | 1/22/2025 | 000195175725000093 |
| Q3 2024 | 75 | 188,552 | VUG, VTV, DFLV, BIV | 13F-HR | 10/15/2024 | 000195175724001023 |
| Q2 2024 | 64 | 167,575 | VUG, VTV, DFLV, BIV | 13F-HR | 7/18/2024 | 000195175724000526 |
| Q1 2024 | 68 | 158,520 | VUG, VTV, DFLV, BIV | 13F-HR | 4/24/2024 | 000195175724000377 |
| Q4 2023 | 81 | 224,073 | SOVO, VUG, VTV, DFLV | 13F-HR | 2/12/2024 | 000195175724000236 |