| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 52 | 110,501 | IVV, IEF, IWM, ICF | 13F-HR | 1/28/2025 | 000201118825000004 |
| Q3 2024 | 57 | 117,233 | IVV, IEF, IWM, ICF | 13F-HR | 10/28/2024 | 000202349324000008 |
| Q2 2024 | 48 | 108,252 | IVV, IEF, IWM, ICF | 13F-HR | 8/7/2024 | 000202349324000004 |
| Q1 2024 | 45 | 106,658 | IVV, IEF, IWM, ICF | 13F-HR | 5/15/2024 | 000202349324000002 |