| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 55 | 163,852 | IVV, VTV, IGSB, VUG | 13F-HR | 10/23/2024 | 000195175724001109 |
| Q2 2024 | 50 | 151,345 | IVV, VTV, VUG, IUSB | 13F-HR | 7/15/2024 | 000195175724000522 |
| Q1 2024 | 48 | 142,812 | IVV, VTV, VO, VUG | 13F-HR | 4/30/2024 | 000195175724000422 |
| Q4 2023 | 44 | 128,901 | IVV, VTV, VO, VUG | 13F-HR | 3/8/2024 | 000195175724000260 |