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13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Salem, VA
CIK
0002054264
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 107 490,247 BND, VUG, VTV, BNDX 13F-HR 2/12/2025 000205426425000002
Q3 2024 107 495,689 BND, VUG, VTV, BNDX 13F-HR 2/26/2025 000205426425000003
Q2 2024 104 460,118 VUG, BND, VTV, BNDX 13F-HR 2/26/2025 000205426425000004
Q1 2024 103 449,345 VUG, BND, VTV, BNDX 13F-HR 2/26/2025 000205426425000005
Q4 2023 103 426,039 BND, VUG, VTV, BNDX 13F-HR 2/26/2025 000205426425000006
Q2 2023 94 392,708 BND, VUG, VTV, BNDX 13F-HR 2/26/2025 000205426425000008
Q1 2023 93 379,977 BND, VTV, VUG, BNDX 13F-HR 2/26/2025 000205426425000009