| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 50 | 190,189 | IVV, DGRO, IVE, QUAL | 13F-HR | 12/11/2024 | 000117266124005411 |
| Q2 2024 | 45 | 174,961 | IVV, DGRO, IVE, QUAL | 13F-HR | 9/26/2024 | 000117266124004097 |
| Q1 2024 | 44 | 166,018 | IVV, IVE, QUAL, TLT | 13F-HR | 12/11/2024 | 000117266124005410 |
| Q4 2023 | 49 | 153,660 | IVV, TLT, EFV, DGRO | 13F-HR | 12/11/2024 | 000117266124005412 |
| Q3 2023 | 51 | 143,112 | IVV, PXD, OVV.TO, BKLN | 13F-HR | 2/13/2024 | 000117266124000862 |