| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 51 | 196,296 | BlackRock iShares Dynamic Equity Active, SCHG, XLF, VEA | 13F-HR | 10/20/2025 | 000176405725000008 |
| Q2 2025 | 155 | 183,564 | VTEB, SCHG, VEA, XLF | 13F-HR | 7/16/2025 | 000176405725000006 |
| Q1 2025 | 200 | 142,614 | VTEB, VEA, SCHG, XLF | 13F-HR | 5/13/2025 | 000176405725000004 |