| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 45 | 112,227 | FBND, FBCG, IVV, IEFA | 13F-HR | 2/4/2026 | 000187398926000001 |
| Q3 2025 | 45 | 101,382 | FBND, IVV, FBCG, IEFA | 13F-HR | 10/31/2025 | 000187398925000003 |
| Q2 2025 | 41 | 80,001 | IVV, FBND, FBCG, IEFA | 13F-HR | 7/30/2025 | 000108514625004307 |
| Q1 2025 | 35 | 92,841 | IVV, FBND, IEFA, FBCG | 13F-HR | 5/6/2025 | 000108514625002636 |
| Q4 2024 | 29 | 99,288 | IVV, FBND, IEFA, IWD | 13F-HR | 2/11/2025 | 000108514625001028 |
| Q4 2022 | 11 | 91,721 | IVV, IEFA, AGG, IEMG | 13F-HR | 2/9/2023 | 000108514623000977 |
| Q3 2022 | 11 | 82,227 | IVV, IEFA, AGG, IEMG | 13F-HR | 10/24/2022 | 000108514622003586 |
| Q2 2022 | 12 | 90,740 | IVV, IEFA, AGG, IEMG | 13F-HR | 7/15/2022 | 000108514622002402 |
| Q1 2022 | 11 | 102,238 | IVV, IEFA, AGG, IEMG | 13F-HR | 4/29/2022 | 000108514622001619 |
| Q4 2021 | 8 | 110,923 | IVV, IEFA, AGG, IEMG | 13F-HR | 2/10/2022 | 000108514622000767 |