| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 35 | 219,828 | SPLG, VCRB, JQUA, IEFA | 13F-HR | 8/20/2025 | 000176906025000005 |
| Q1 2025 | 27 | 171,698 | SPLG, JQUA, IEFA, SPY | 13F-HR | 8/20/2025 | 000176906025000006 |
| Q4 2024 | 28 | 165,792 | SPY, JQUA, IEFA, SPLG | 13F-HR | 2/4/2025 | 000176906025000003 |
| Q3 2024 | 26 | 164,469 | SPY, IEFA, JQUA, SCHD | 13F-HR | 10/21/2024 | 000176906024000001 |