| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 66 | 130,016 | IEF, VOO, HPK, XOM | 13F-HR | 11/14/2024 | 000201132824000009 |
| Q2 2024 | 74 | 131,153 | IEF, HPK, VOO, XOM | 13F-HR | 8/14/2024 | 000196390024000005 |
| Q1 2024 | 81 | 161,108 | IEF, VOO, HPK, VEA | 13F-HR | 5/15/2024 | 000201132824000003 |
| Q4 2023 | 79 | 163,287 | IEF, VOO, HPK, VEA | 13F-HR | 2/14/2024 | 000201132824000002 |