Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q4 2024 | 88 | 128,019 | SCHB, SCHF, VTI, MOAT | 13F-HR | 2/5/2025 | 000203338825000001 |
Q3 2024 | 89 | 127,918 | SCHB, SCHF, MOAT, VTI | 13F-HR | 10/28/2024 | 000203338824000005 |
Q2 2024 | 84 | 117,422 | SCHB, SCHF, VTI, MOAT | 13F-HR | 8/13/2024 | 000203338824000001 |