| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2026 | 28 | 282,060 | IWY, IWX, VCRB, AGG | 13F-HR | 4/17/2026 | 000196411626000002 |
| Q4 2025 | 27 | 285,997 | IWY, IWX, VCRB, AGG | 13F-HR | 2/5/2026 | 000196411626000001 |
| Q3 2025 | 27 | 281,893 | IWY, IWX, VCRB, AGG | RESTATEMENT | 4/28/2026 | 000196411626000014 |
| Q2 2025 | 27 | 281,996 | IWY, AGG, IWX, IWS | RESTATEMENT | 4/28/2026 | 000196411626000013 |
| Q1 2025 | 26 | 257,112 | AGG, IWY, IWX, IEFA | RESTATEMENT | 4/28/2026 | 000196411626000012 |
| Q4 2024 | 25 | 273,263 | IWY, AGG, IWX, IEFA | RESTATEMENT | 4/28/2026 | 000196411626000011 |
| Q3 2024 | 30 | 281,436 | IWY, AGG, IWX, IEFA | RESTATEMENT | 4/28/2026 | 000196411626000010 |
| Q2 2024 | 33 | 268,322 | IWY, AGG, IWX, IEFA | RESTATEMENT | 4/28/2026 | 000196411626000009 |
| Q1 2024 | 33 | 264,079 | IWY, AGG, IWX, IEFA | RESTATEMENT | 4/28/2026 | 000196411626000008 |
| Q4 2023 | 35 | 249,735 | GVI, IWY, IWX, IEFA | RESTATEMENT | 4/28/2026 | 000196411626000007 |
| Q3 2023 | 34 | 235,277 | GVI, IWY, IWX, IEFA | RESTATEMENT | 4/28/2026 | 000196411626000006 |
| Q2 2023 | 34 | 244,342 | GVI, IWY, IWX, IEFA | RESTATEMENT | 4/28/2026 | 000196411626000005 |
| Q1 2023 | 35 | 240,609 | GVI, IWY, IWX, IEFA | RESTATEMENT | 4/28/2026 | 000196411626000004 |
| Q4 2022 | 45 | 178,186 | IWY, GVI, IWX, IWS | RESTATEMENT | 4/30/2026 | 000196411626000015 |