| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 382 | 2,892,439 | IWF, IWD, VTV, XLK | 13F-HR | 8/4/2026 | 000211153026000003 |
| Q1 2026 | 313 | 2,273,634 | IWF, IWD, VTV, XLK | 13F-HR | 5/6/2026 | 000211153026000002 |
| Q4 2025 | 259 | 2,174,662 | IWF, IWD, VTV, XLK | 13F-HR | 2/17/2026 | 000211153026000001 |