| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 53 | 145,942 | IBDR, IBDS, VXUS, IWC | 13F-HR | 10/14/2025 | 000175496025000662 |
| Q2 2025 | 42 | 116,629 | IBDR, IBDS, VXUS, OEF | 13F-HR | 7/17/2025 | 000175496025000431 |
| Q1 2025 | 30 | 95,966 | IBDR, IBDS, OEF, IVW | 13F-HR | 4/23/2025 | 000175496025000243 |
| Q4 2024 | 29 | 114,130 | IBDR, IBDS, OEF, IVW | 13F-HR | 1/21/2025 | 000175496025000052 |