| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 39 | 334,807 | VV, IUSB, VO, IAGG | 13F-HR | 1/15/2025 | 000175496025000031 |
| Q3 2024 | 37 | 326,828 | IUSB, VV, VO, IAGG | 13F-HR | 10/15/2024 | 000175496024000500 |
| Q2 2024 | 36 | 304,591 | IUSB, VV, VO, IAGG | 13F-HR | 7/16/2024 | 000175496024000250 |
| Q1 2024 | 80 | 131,294 | SPY, IRM, QQQ, ARCC | 13F-HR | 4/30/2024 | 000175496024000185 |