| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 147 | 147,271 | JGRO, VO, VUG, SDVY | 13F-HR | 11/4/2024 | 000200934624000004 |
| Q2 2024 | 170 | 139,268 | JGRO, VUG, VO, SDVY | 13F-HR | 8/9/2024 | 000200934624000003 |
| Q1 2024 | 171 | 135,617 | JGRO, VO, VUG, SDVY | 13F-HR | 5/7/2024 | 000200934624000002 |
| Q4 2023 | 178 | 126,939 | JGRO, VO, VUG, SDVY | 13F-HR | 2/7/2024 | 000200934624000001 |