| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 43 | 137,870 | JCPB, VEA, IWF, JPLD | 13F-HR | 10/15/2024 | 000195175724001032 |
| Q2 2024 | 43 | 123,708 | IWF, VEA, BSV, IWD | 13F-HR | 7/18/2024 | 000195175724000537 |
| Q1 2024 | 40 | 120,676 | VEA, IWF, BSV, IWD | 13F-HR | 4/29/2024 | 000195175724000398 |
| Q4 2023 | 38 | 109,720 | VEA, BSV, IWF, IWD | 13F-HR | 2/9/2024 | 000195175724000233 |