| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 70 | 267,883 | SWPPX, AGG, SCHD, SCHF | 13F-HR | 11/12/2025 | 000183082325000006 |
| Q2 2025 | 71 | 237,154 | SWPPX, AGG, SCHD, SCHF | 13F-HR | 8/7/2025 | 000183082325000003 |
| Q1 2025 | 503 | 298,892 | SWPPX, AGG, SCHD, US TREASUR NT | 13F-HR | 6/6/2025 | 000183082325000002 |