| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 180 | 353,985 | IVV, IWF, IWD, FBND | 13F-HR | 11/2/2026 | 000172554726000383 |
| Q2 2026 | 192 | 355,757 | IVV, IWF, IWD, FBND | 13F-HR | 7/13/2026 | 000172554726000225 |
| Q1 2026 | 182 | 317,693 | IVV, FBND, IWF, IWD | 13F-HR | 4/16/2026 | 000172554726000131 |
| Q4 2025 | 180 | 322,251 | IWF, IVV, FBND, IWD | 13F-HR | 1/8/2026 | 000172554726000004 |
| Q3 2025 | 158 | 237,965 | IWF, FBND, IWD, GLD | 13F-HR | 10/8/2025 | 000172554725004097 |
| Q2 2025 | 155 | 212,242 | IWF, FBND, IWD, GLD | 13F-HR | 7/17/2025 | 000172554725003451 |
| Q1 2025 | 144 | 188,536 | FBND, IWF, IWD, PTRB | 13F-HR | 4/23/2025 | 000172554725001448 |
| Q4 2024 | 136 | 181,436 | IWF, FBND, IWD, PTRB | 13F-HR | 1/17/2025 | 000172554725000136 |