| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 448 | 772,167 | SCHA, VTV, ICOL, SPTM | 13F-HR | 1/29/2026 | 000121465926000932 |
| Q3 2025 | 353 | 710,252 | SCHG, VTV, JKG, SJNK | 13F-HR | 10/30/2025 | 000121465925015612 |
| Q2 2025 | 334 | 650,344 | SCHG, SCHD, JKG, SJNK | 13F-HR | 7/23/2025 | 000121465925010807 |