| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 662 | 147,724 | VCIT, DGRW, MOAT, RSP | 13F-HR | 8/12/2025 | 000205651925000006 |
| Q1 2025 | 673 | 147,137 | VCIT, DGRW, MOAT, RSP | 13F-HR | 5/15/2025 | 000205631525000009 |
| Q4 2024 | 361 | 144,700 | DGRW, MOAT, VUG, VCIT | 13F-HR | 2/14/2025 | 000205631525000001 |