| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2024 | 673 | 213,405 | FBND, IVV, MOAT, DBEF | 13F-HR | 7/24/2024 | 000200980924000004 |
| Q1 2024 | 179 | 204,219 | FBND, IVV, MOAT, DBEF | 13F-HR | 4/26/2024 | 000200980924000002 |
| Q4 2023 | 133 | 149,957 | PRF, IEMG, VB, GOOGL | 13F-HR | 2/5/2024 | 000200980924000001 |