| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 53 | 203,216 | VONG, SCHD, VTV, IWN | 13F-HR | 8/11/2025 | 000205934925000002 |
| Q1 2025 | 112 | 189,135 | SCHD, VONG, VTV, IWN | 13F-HR | 4/29/2025 | 000205707425000003 |
| Q4 2024 | 50 | 184,552 | SCHD, VTV, VONG, IVV | 13F-HR | 3/6/2025 | 000205934925000001 |