| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 618 | 635,247 | SPLG, SLQD, VYM, VIG | 13F-HR | 7/21/2025 | 000114036125026524 |
| Q1 2025 | 609 | 586,266 | SPLG, SLQD, VYM, VIG | 13F-HR | 4/22/2025 | 000114036125014875 |
| Q4 2024 | 609 | 593,378 | SPLG, SLQD, VYM, SPSM | 13F-HR | 1/23/2025 | 000114036125001717 |