| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 844 | 2,023,573 | IVV, IWS, VTI, NVDA | 13F-HR | 11/7/2025 | 000010938025000130 |
| Q2 2025 | 863 | 1,862,436 | IVV, IWS, VTI, IWP | 13F-HR | 8/7/2025 | 000010938025000100 |
| Q1 2025 | 884 | 1,584,512 | IVV, IWS, VTI, IWP | 13F-HR | 5/12/2025 | 000010938025000085 |