| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 404 | 110,734 | ACN, IVV, ESNT, VEA | 13F-HR | 10/22/2024 | 000201671924000005 |
| Q2 2024 | 403 | 98,416 | ACN, IVV, VEA, ESNT | 13F-HR | 7/29/2024 | 000201671924000003 |
| Q1 2024 | 399 | 105,886 | ACN, IVV, ACCD, ESNT | 13F-HR | 4/30/2024 | 000201671924000002 |
| Q4 2023 | 394 | 104,615 | ACN, ACCD, IVV, ESNT | 13F-HR | 3/26/2024 | 000201671924000001 |