| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 70 | 168,444 | IVV, BSV, BND, AGG | 13F-HR | 11/12/2025 | 000143774925034414 |
| Q2 2025 | 66 | 154,641 | IVV, BSV, BND, AGG | 13F-HR | 8/12/2025 | 000143774925026065 |
| Q1 2025 | 62 | 149,000 | IVV, BSV, BND, AGG | 13F-HR | 5/6/2025 | 000143774925014714 |
| Q4 2024 | 72 | 148,512 | IVV, BSV, AGG, BND | 13F-HR | 2/18/2025 | 000143774925004065 |