| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 59 | 136,414 | IBDS, IBDT, PULS, SPMO | 13F-HR | 10/20/2026 | 000175496026000917 |
| Q2 2026 | 54 | 117,360 | IBDT, IWC, IJS, IEMG | 13F-HR | 7/27/2026 | 000175496026000635 |
| Q1 2026 | 54 | 108,697 | IBDR, IBDS, PULS, SPMO | 13F-HR | 4/27/2026 | 000175496026000322 |
| Q4 2025 | 51 | 149,875 | IBDR, IBDS, OEF, IVW | RESTATEMENT | 1/28/2026 | 000175496026000132 |
| Q3 2025 | 53 | 145,943 | IBDR, IBDS, VXUS, IWC | 13F-HR | 10/14/2025 | 000175496025000662 |
| Q2 2025 | 42 | 116,630 | IBDR, IBDS, VXUS, OEF | 13F-HR | 7/17/2025 | 000175496025000431 |
| Q1 2025 | 30 | 95,967 | IBDR, IBDS, OEF, IVW | 13F-HR | 4/23/2025 | 000175496025000243 |
| Q4 2024 | 29 | 114,131 | IBDR, IBDS, OEF, IVW | 13F-HR | 1/21/2025 | 000175496025000052 |