| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 74 | 110,551 | IVV, DUHP, VEA, SHY | 13F-HR | 11/2/2026 | 000172491026000008 |
| Q2 2026 | 79 | 111,478 | IVV, SHY, VEA, DUHP | 13F-HR | 8/20/2026 | 000172491026000005 |
| Q1 2026 | 67 | 89,396 | IVV, SHY, VEA, DUHP | 13F-HR | 9/2/2026 | 000172491026000007 |