| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 147 | 152,221 | DGRW, VOO, FBND, VYMI | 13F-HR | 7/15/2025 | 000206336425000125 |
| Q1 2025 | 140 | 135,321 | FBND, DGRW, VYMI, VOO | 13F-HR | 4/28/2025 | 000206336425000049 |
| Q4 2024 | 130 | 118,655 | DGRW, FBND, VOO, VYMI | 13F-HR | 2/7/2025 | 000205253125000002 |