| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 38 | 174,545 | VTV, VUG, DFCF, VCSH | 13F-HR | 12/17/2024 | 000121465924020602 |
| Q2 2024 | 38 | 161,882 | VTV, VUG, DFCF, VCSH | 13F-HR | 12/17/2024 | 000121465924020599 |
| Q1 2024 | 36 | 152,618 | VTV, VUG, DFCF, VEA | 13F-HR | 12/17/2024 | 000121465924020598 |
| Q4 2023 | 36 | 135,200 | VTV, VUG, DFCF, VEA | 13F-HR | 12/17/2024 | 000121465924020592 |