| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 160 | 505,926 | VCIT, IEFA, IEMG, PDBC | 13F-HR | 10/22/2026 | 000191109726000005 |
| Q2 2026 | 159 | 490,170 | VCIT, IEFA, IEMG, VOT | 13F-HR | 7/16/2026 | 000191109726000003 |
| Q1 2026 | 146 | 450,540 | VCIT, IEFA, IEMG, PDBC | 13F-HR | 5/12/2026 | 000191109726000002 |
| Q4 2025 | 144 | 449,989 | VCIT, IEFA, IEMG, VCSH | 13F-HR | 1/26/2026 | 000191109726000001 |
| Q3 2025 | 136 | 421,641 | VCIT, IEFA, IEMG, VCSH | 13F-HR | 10/10/2025 | 000191109725000006 |
| Q2 2025 | 131 | 399,485 | VCIT, IEFA, IEMG, VCSH | 13F-HR | 8/5/2025 | 000191109725000004 |
| Q1 2025 | 128 | 374,400 | VCIT, IEFA, VCSH, IEMG | 13F-HR | 4/8/2025 | 000191109725000002 |
| Q4 2024 | 132 | 377,093 | VCIT, IEFA, VCSH, MLPB | 13F-HR | 1/13/2025 | 000191109725000001 |
| Q3 2024 | 126 | 375,022 | VCIT, IEFA, VCSH, IEMG | 13F-HR | 10/7/2024 | 000191109724000005 |
| Q2 2024 | 119 | 340,488 | VCIT, IEFA, VCSH, IEMG | 13F-HR | 7/9/2024 | 000191109724000003 |
| Q1 2024 | 121 | 335,020 | VCIT, IEFA, VCSH, MLPB | 13F-HR | 4/8/2024 | 000191109724000002 |
| Q4 2023 | 118 | 312,807 | VCIT, IEFA, VCSH, IEMG | 13F-HR | 1/10/2024 | 000191109724000001 |
| Q3 2023 | 109 | 283,980 | VCIT, VCSH, IEFA, MLPB | 13F-HR | 10/18/2023 | 000191109723000006 |
| Q2 2023 | 106 | 281,516 | VCIT, VCSH, IEFA, MLPB | 13F-HR | 7/24/2023 | 000191109723000005 |
| Q1 2023 | 105 | 268,056 | VCIT, VCSH, IEFA, PDBC | 13F-HR | 4/24/2023 | 000191109723000004 |
| Q4 2022 | 102 | 237,167 | VCIT, IEFA, VCSH, MLPB | 13F-HR | 1/19/2023 | 000191109723000001 |
| Q3 2022 | 101 | 194,834 | SPIB, SPSB, IEFA, MLPB | 13F-HR | 11/10/2022 | 000191109722000004 |
| Q2 2022 | 100 | 190,872 | SPIB, SPSB, IEMG, MLPB | 13F-HR | 7/27/2022 | 000191109722000003 |
| Q1 2022 | 95 | 204,818 | VCIT, SPSB, EFV, EFG | 13F-HR | 4/8/2022 | 000191109722000002 |
| Q4 2021 | 99 | 210,557 | VCIT, SPSB, EFG, EFV | 13F-HR | 2/14/2022 | 000191109722000001 |