| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 179 | 614,108 | DIVZ, SPLG, IEFA, QUAL | 13F-HR | 11/12/2024 | 000110465924116419 |
| Q2 2024 | 158 | 507,150 | DIVZ, JEPI, VTV, IQLT | 13F-HR | 7/30/2024 | 000110465924083787 |
| Q1 2024 | 128 | 466,233 | IQLT, BIL, VTV, JEPI | 13F-HR | 5/7/2024 | 000110465924057875 |
| Q4 2023 | 121 | 388,951 | IQLT, JEPI, JMUB, VTV | 13F-HR | 5/7/2024 | 000110465924057869 |