| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 145 | 260,921 | CAPITOL SER TR, IWY, NTSX, IWX | 13F-HR | 8/7/2025 | 000176786825000003 |
| Q1 2025 | 149 | 247,817 | IWY, NTSX, IWX, DGRW | 13F-HR | 4/17/2025 | 000204398625000002 |
| Q4 2024 | 165 | 269,349 | IWY, NTSX, IWX, DGRW | 13F-HR | 1/29/2025 | 000204398625000001 |
| Q3 2024 | 164 | 263,904 | IWY, NTSX, IWX, SPLG | 13F-HR | 11/8/2024 | 000204398624000001 |