| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 554 | 459,126 | VYM, VEA, VTI, VIG | 13F-HR | 10/29/2024 | 000199768524000008 |
| Q2 2024 | 534 | 425,412 | VYM, VEA, VTI, VIG | 13F-HR | 8/6/2024 | 000138984824000014 |
| Q1 2024 | 494 | 389,202 | VYM, VEA, VIG, VYMI | 13F-HR | 4/16/2024 | 000138984824000007 |
| Q4 2023 | 910 | 356,830 | VYM, VEA, VIG, VYMI | 13F-HR | 1/24/2024 | 000199768524000002 |
| Q3 2023 | 323 | 243,562 | IBTD, VYM, VEA, IJR | 13F-HR | 10/24/2023 | 000199768523000005 |