| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 44 | 195,467 | LPLA, ITOT, VGIT, VBR | 13F-HR | 10/9/2024 | 000175496024000483 |
| Q2 2024 | 41 | 192,712 | LPLA, ITOT, VGIT, VBR | 13F-HR | 7/10/2024 | 000175496024000228 |
| Q1 2024 | 41 | 176,476 | LPLA, ITOT, VGIT, VBR | 13F-HR | 4/16/2024 | 000175496024000140 |
| Q4 2023 | 40 | 129,554 | LPLA, ITOT, VBR, VB | 13F-HR | 3/20/2024 | 000175496024000105 |