| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 174 | 223,953 | VBR, IVV, VTV, VOO | 13F-HR | 10/17/2025 | 000200917625000010 |
| Q2 2025 | 139 | 188,782 | VBR, VTV, VOO, MSFT | 13F-HR | 7/16/2025 | 000200917625000004 |
| Q1 2025 | 148 | 178,403 | VBR, VTV, VOO, AAPL | 13F-HR | 4/29/2025 | 000200917625000003 |
| Q4 2024 | 141 | 181,352 | VBR, VTV, VOO, AAPL | 13F-HR | 1/13/2025 | 000200917625000002 |
| Q3 2024 | 132 | 196,998 | VOO, VBR, BSV, VTV | 13F-HR | 10/8/2024 | 000200917624000006 |
| Q2 2024 | 131 | 204,869 | VOO, BSV, BIV, VBR | 13F-HR | 7/16/2024 | 000200917624000004 |
| Q1 2024 | 133 | 216,329 | VOO, BSV, BIV, VBR | 13F-HR | 4/16/2024 | 000200917624000003 |
| Q4 2023 | 124 | 198,749 | VOO, BSV, BIV, VBR | 13F-HR | 1/24/2024 | 000200917624000001 |