| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 49 | 220,301 | IWF, IVV, IVW, SPY | 13F-HR | 2/10/2025 | 000122107325000031 |
| Q3 2024 | 45 | 212,494 | IWF, IVV, IVW, SPY | 13F-HR | 2/10/2025 | 000122107325000030 |
| Q2 2024 | 48 | 224,096 | IWF, IVV, IVW, SPY | 13F-HR | 2/10/2025 | 000122107325000029 |
| Q1 2024 | 53 | 215,005 | IWF, IVV, IVW, IVE | 13F-HR | 2/10/2025 | 000122107325000028 |
| Q4 2023 | 41 | 197,584 | IWF, IVV, IVW, IVE | 13F-HR | 2/10/2025 | 000122107325000027 |
| Q3 2023 | 40 | 182,773 | IWF, IVV, IVW, IVE | 13F-HR | 2/10/2025 | 000122107325000026 |
| Q2 2023 | 36 | 183,929 | IWF, IVV, IVW, IVE | 13F-HR | 2/10/2025 | 000122107325000025 |
| Q1 2023 | 36 | 168,371 | IWF, SPY, IVV, IVW | 13F-HR | 2/10/2025 | 000122107325000024 |
| Q4 2022 | 37 | 145,365 | SPY, IVW, IWF, QQQ | 13F-HR | 2/10/2025 | 000122107325000023 |
| Q3 2022 | 39 | 128,117 | SPY, IVW, QQQ, VOO | 13F-HR | 2/10/2025 | 000122107325000022 |
| Q2 2022 | 42 | 129,805 | SPY, IVW, QQQ, VOO | 13F-HR | 2/10/2025 | 000122107325000021 |
| Q1 2022 | 40 | 147,571 | SPY, IVW, QQQ, VOO | 13F-HR | 2/10/2025 | 000122107325000020 |
| Q4 2021 | 38 | 152,116 | IVW, SPY, QQQ, IWF | 13F-HR | 2/10/2025 | 000122107325000019 |