| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 80 | 260,094 | VTV, JPIB, TFLO, VOO | 13F-HR | 10/8/2026 | 000117266126004445 |
| Q2 2026 | 80 | 240,787 | VTV, JPIB, TFLO, VWO | 13F-HR | 7/15/2026 | 000117266126002631 |
| Q1 2026 | 76 | 188,572 | JPIB, VTV, VWO, FTMN | 13F-HR | 4/23/2026 | 000117266126001527 |
| Q4 2025 | 69 | 179,960 | JPIB, VTV, VWO, FTMN | 13F-HR | 2/6/2026 | 000117266126000523 |