Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2025 | 373 | 123,406 | AVUS, IXUS, MOAT, SCHD | 13F-HR | 8/12/2025 | 000205651925000007 |
Q1 2025 | 396 | 118,413 | AMERICAN CENTY ETF TR, IXUS, MOAT, SCHD | 13F-HR | 5/14/2025 | 000205651925000003 |
Q4 2024 | 357 | 114,292 | AVUS, MOAT, IXUS, SCHD | 13F-HR | 2/14/2025 | 000205631525000003 |