| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 31 | 107,487 | VYM, VIG, VOO, VEA | 13F-HR | 2/18/2025 | 000202146425000001 |
| Q3 2024 | 28 | 175,985 | VIG, VYM, VOO, VEA | 13F-HR | 11/18/2024 | 000202146424000007 |
| Q2 2024 | 72 | 154,306 | VIG, VOO, VYM, EFA | 13F-HR | 8/12/2024 | 000202146424000005 |
| Q1 2024 | 64 | 147,610 | VIG, VOO, VYM, EFA | 13F-HR | 5/6/2024 | 000202146424000001 |