| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 63 | 125,268 | IVV, IVW, AAPL, VEA | 13F-HR | 11/12/2025 | 000170249225000006 |
| Q2 2025 | 62 | 112,629 | IVV, IVW, EFV, IEFA | 13F-HR | 7/16/2025 | 000183118725000003 |
| Q1 2025 | 58 | 99,296 | IVV, IVW, EFV, AAPL | 13F-HR | 4/30/2025 | 000170249225000003 |
| Q4 2024 | 60 | 97,835 | IVV, IVW, AAPL, EFV | 13F-HR | 2/10/2025 | 000170249225000002 |