| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 237 | 459,018 | QUAL, EFV, IVV, VTI | 13F-HR | 11/14/2025 | 000110465925112060 |
| Q2 2025 | 210 | 407,573 | QUAL, EFV, IVV, VTI | 13F-HR | 8/13/2025 | 000110465925077736 |
| Q1 2025 | 198 | 356,500 | IVV, QUAL, IVW, VTI | 13F-HR | 5/15/2025 | 000110465925049217 |
| Q4 2024 | 185 | 341,938 | IVV, IVW, VTI, IUSB | 13F-HR | 2/13/2025 | 000110465925013068 |
| Q3 2024 | 188 | 334,890 | LQD, PSLV, IBDP, IGEB | 13F-HR | 11/14/2024 | 000110465924118449 |
| Q2 2024 | 182 | 307,853 | IVV, IVW, VTI, IUSB | 13F-HR | 8/13/2024 | 000110465924088738 |
| Q1 2024 | 171 | 284,074 | IVV, VTI, IUSB, SPY | 13F-HR | 5/15/2024 | 000110465924061816 |
| Q2 2023 | 199 | 316,494 | IVV, IUSB, QUAL, SHY | 13F-HR | 8/14/2023 | 000110465923091208 |
| Q1 2023 | 190 | 299,015 | IVV, IUSB, QUAL, SHY | 13F-HR | 5/15/2023 | 000110465923061072 |
| Q4 2022 | 123 | 170,745 | IVV, ESGU, IUSB, SHY | 13F-HR | 2/15/2023 | 000110465923022300 |
| Q3 2022 | 114 | 159,836 | IVV, ESGU, IUSB, GOVT | 13F-HR | 11/16/2022 | 000110465922119589 |