| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 7 | 399,000 | RSP, VUG, VTV, USRT | 13F-HR | 5/6/2025 | 000202509825000004 |
| Q4 2024 | 6 | 300,460 | VUG, VTV, USRT, VOO | 13F-HR | 1/22/2025 | 000202509825000001 |
| Q3 2024 | 6 | 299,808 | VUG, VTV, USRT, VOO | 13F-HR | 11/4/2024 | 000202509824000006 |
| Q2 2024 | 6 | 279,485 | VUG, VTV, USRT, VOO | 13F-HR | 7/29/2024 | 000202509824000005 |