| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 88 | 250,182 | IUSV, IVV, IJR, IEFA | 13F-HR | 10/26/2026 | 000208585326001290 |
| Q2 2026 | 84 | 239,453 | IUSV, IVV, IJR, IEFA | 13F-HR | 7/14/2026 | 000208585326000725 |
| Q1 2026 | 85 | 213,588 | IUSV, IVV, IJR, IEFA | 13F-HR | 4/16/2026 | 000208585326000396 |
| Q4 2025 | 84 | 216,750 | IUSV, IVV, IJR, IEFA | 13F-HR | 1/28/2026 | 000208585326000128 |
| Q3 2025 | 82 | 213,379 | IUSV, IVV, IJR, IEFA | 13F-HR | 11/4/2025 | 000208585325000225 |
| Q2 2025 | 81 | 195,507 | IUSV, IVV, IJR, IEFA | 13F-HR | 7/16/2025 | 000166773125000849 |
| Q1 2025 | 78 | 180,311 | IUSV, IVV, IJR, IEFA | 13F-HR | 4/22/2025 | 000166773125000492 |
| Q4 2024 | 74 | 180,742 | IUSV, IVV, IJR, UPS | 13F-HR | 1/23/2025 | 000166773125000114 |
| Q3 2024 | 75 | 177,751 | IUSV, IVV, IEFA, UPS | 13F-HR | 10/24/2024 | 000190924924000004 |
| Q2 2024 | 75 | 161,879 | IUSV, IVV, UPS, IEFA | 13F-HR | 7/25/2024 | 000190924924000003 |
| Q1 2024 | 71 | 164,686 | IUSV, IVV, UPS, IEFA | 13F-HR | 5/3/2024 | 000190924924000002 |
| Q4 2023 | 68 | 140,798 | IUSV, IVV, UPS, IWP | 13F-HR | 1/22/2024 | 000190924924000001 |
| Q3 2023 | 61 | 120,211 | IUSV, UPS, IVV, IWP | 13F-HR | 10/31/2023 | 000190924923000004 |
| Q2 2023 | 70 | 130,796 | IUSV, UPS, IVV, IWP | 13F-HR | 8/3/2023 | 000190924923000003 |
| Q1 2023 | 73 | 135,087 | IUSV, UPS, IVV, IWP | 13F-HR | 4/27/2023 | 000190924923000002 |
| Q4 2022 | 74 | 129,237 | IUSV, UPS, IVV, IWP | 13F-HR | 1/20/2023 | 000190924923000001 |
| Q3 2022 | 66 | 122,265 | IUSV, UPS, IVV, IWP | 13F-HR | 10/20/2022 | 000190924922000004 |
| Q2 2022 | 65 | 126,134 | UPS, IUSV, IVV, IWP | 13F-HR | 7/20/2022 | 000190924922000003 |
| Q1 2022 | 83 | 146,104 | UPS, IUSV, IVV, IWP | 13F-HR | 5/4/2022 | 000190924922000002 |
| Q4 2021 | 81 | 161,717 | UPS, IUSV, IVV, IWP | 13F-HR | 2/4/2022 | 000190924922000001 |