| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,981 | 1,453,811 | VOO, IDMO, DGRO, IUSG | 13F-HR | 8/11/2026 | 000180706026000005 |
| Q1 2026 | 1,826 | 1,325,807 | VOO, IDMO, DGRO, VCIT | 13F-HR | 5/8/2026 | 000180706026000003 |
| Q4 2025 | 1,565 | 1,285,312 | VOO, DGRO, IUSG, VCIT | 13F-HR | 3/4/2026 | 000180706026000002 |