| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 320 | 327,014 | IUSV, IUSG, TLT, JPIE | 13F-HR | 8/10/2026 | 000196420326000003 |
| Q1 2026 | 300 | 297,117 | IUSV, IUSG, TLT, JPIE | 13F-HR | 5/13/2026 | 000196420326000002 |
| Q4 2025 | 294 | 301,185 | IUSV, IUSG, AGG, IJR | 13F-HR | 2/12/2026 | 000196420326000001 |
| Q3 2025 | 316 | 292,950 | IUSV, IUSG, IJR, AGG | 13F-HR | 11/13/2025 | 000196420325000005 |
| Q2 2025 | 337 | 276,611 | IUSV, IUSG, AGG, IJR | 13F-HR | 8/12/2025 | 000196420325000004 |
| Q1 2025 | 337 | 254,966 | IUSV, IUSG, IJR, AGG | 13F-HR | 5/12/2025 | 000196420325000002 |
| Q4 2024 | 513 | 274,510 | IUSV, IUSG, IJR, AGG | 13F-HR | 2/5/2025 | 000196420325000001 |
| Q3 2024 | 506 | 278,372 | IUSV, IUSG, IJR, AGG | 13F-HR | 10/17/2024 | 000196420324000004 |
| Q2 2024 | 497 | 259,079 | IUSG, IUSV, IJR, AGG | 13F-HR | 7/23/2024 | 000196420324000003 |
| Q1 2024 | 512 | 250,531 | IUSV, IUSG, IJR, AGG | 13F-HR | 5/14/2024 | 000196420324000002 |
| Q4 2023 | 503 | 238,096 | IUSV, IUSG, IJR, TLT | 13F-HR | 1/23/2024 | 000196420324000001 |
| Q3 2023 | 511 | 218,618 | BIL, IUSV, IUSG, TLT | 13F-HR | 10/12/2023 | 000196420323000004 |
| Q2 2023 | 547 | 229,525 | IUSV, IUSG, QQQ, IEFA | 13F-HR | 7/25/2023 | 000196420323000003 |
| Q1 2023 | 551 | 217,231 | IUSV, IUSG, QQQ, IEFA | 13F-HR | 4/24/2023 | 000196420323000002 |
| Q4 2022 | 544 | 198,667 | IUSV, QQQ, IUSG, FLRN | 13F-HR | 2/7/2023 | 000196420323000001 |