| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 98 | 167,151 | IUSB, IVV, IVW, DYNF | 13F-HR | 11/13/2024 | 000195175724001202 |
| Q2 2024 | 103 | 153,954 | IVV, IUSB, IVW, DYNF | 13F-HR | 8/12/2024 | 000195175724000732 |
| Q1 2024 | 91 | 141,959 | IVV, IUSB, QUAL, DYNF | 13F-HR | 4/30/2024 | 000195175724000424 |
| Q4 2023 | 86 | 124,440 | IVV, IUSB, VTI, QUAL | 13F-HR | 3/5/2024 | 000195175724000259 |