| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 1,090 | 123,227 | EFV, VTV, FNDX, SCHD | 13F-HR | 1/10/2025 | 000200540925000001 |
| Q3 2024 | 1,116 | 128,765 | EFV, VTV, FNDF, FNDX | 13F-HR | 10/8/2024 | 000200540924000005 |
| Q2 2024 | 1,007 | 118,939 | EFV, VTV, FNDF, FNDX | 13F-HR | 7/12/2024 | 000200540924000003 |
| Q1 2024 | 961 | 121,617 | EFV, VTV, FNDF, FNDX | 13F-HR | 4/10/2024 | 000200540924000002 |
| Q4 2023 | 1,008 | 109,822 | EFV, VTV, SCHD, FNDX | 13F-HR | 1/10/2024 | 000200540924000001 |