| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 69 | 173,697 | IVW, IVV, IJH, NVDA | 13F-HR | 11/6/2025 | 000208585325000234 |
| Q2 2025 | 59 | 123,777 | IVW, IJH, NVDA, IVV | 13F-HR | 7/30/2025 | 000166773125001018 |
| Q1 2025 | 66 | 131,246 | IVW, IJH, AAPL, IVV | 13F-HR | 4/22/2025 | 000166773125000488 |
| Q4 2024 | 65 | 137,213 | IVW, IJH, AAPL, IVV | 13F-HR | 2/7/2025 | 000166773125000221 |