| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 73 | 130,586 | AVDV, VGIT, DUHP, ITOT | 13F-HR | 7/16/2025 | 000108514625003908 |
| Q1 2025 | 67 | 113,894 | AVDV, VGIT, DUHP, ITOT | 13F-HR | 4/16/2025 | 000108514625002141 |
| Q4 2024 | 60 | 113,566 | AVDV, ITOT, DUHP, VGIT | 13F-HR | 2/3/2025 | 000108514625000675 |