| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 214 | 351,451 | IWY, IWX, USFR, CAPITOL SER TR | 13F-HR | 10/20/2025 | 000203379425000006 |
| Q2 2025 | 211 | 308,174 | IWY, IWX, USFR, CATERPILLAR INC | 13F-HR | 7/30/2025 | 000203379425000004 |
| Q1 2025 | 193 | 244,346 | IWY, USFR, IWX, AAPL | 13F-HR | 4/21/2025 | 000203379425000002 |
| Q4 2024 | 148 | 150,927 | IWY, USFR, AAPL, IWX | 13F-HR | 2/26/2025 | 000203379425000001 |