| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2026 | 36 | 134,298 | VSGX, ESGV, BND, AGG | 13F-HR | 4/10/2026 | 000180663026000002 |
| Q4 2025 | 36 | 126,150 | VSGX, ESGV, BND, AGG | 13F-HR | 2/11/2026 | 000180663026000001 |
| Q3 2025 | 35 | 104,858 | VSGX, ESGV, CGDV, CGGR | 13F-HR | 11/6/2025 | 000180663025000003 |