CIK: 0001964810 | Lehi, UT
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 146 | $347.5M | 2026-10-26 | SEC ↗ | |
| 13F-HR | 157 | $370.4M | 2026-07-20 | SEC ↗ | |
| 13F-HR | 174 | $328.1M | 2026-04-28 | SEC ↗ | |
| 13F-HR | 173 | $317.7M | 2026-02-02 | SEC ↗ | |
| 13F-HR | 195 | $418.1M | 2025-11-05 | SEC ↗ | |
| 13F-HR | 188 | $398.3M | 2025-07-18 | SEC ↗ | |
| 13F-HR | 172 | $344.9M | 2025-04-23 | SEC ↗ | |
| 13F-HR | 178 | $357.9M | 2025-01-21 | SEC ↗ | |
| 13F-HR | 206 | $496.5M | 2024-10-16 | SEC ↗ | |
| 13F-HR | 167 | $391.0M | 2024-07-12 | SEC ↗ | |
| 13F-HR | 122 | $261.3M | 2024-04-30 | SEC ↗ | |
Q4 2023Amended | 13F-HR/A | 225 | $440.9M | 2024-01-08 | SEC ↗ |
| 13F-HR | 234 | $464.7M | 2023-10-17 | SEC ↗ | |
| 13F-HR | 239 | $470.3M | 2023-07-10 | SEC ↗ | |
| 13F-HR | 227 | $425.6M | 2023-04-17 | SEC ↗ | |
| 13F-HR | 210 | $390.6M | 2023-02-07 | SEC ↗ |