| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 46 | 127,792 | IBTF, VOO, IBTG, SPLG | 13F-HR | 10/21/2025 | 000208585325000120 |
| Q2 2025 | 45 | 119,391 | IBTF, VOO, IBTG, SPLG | 13F-HR | 10/10/2025 | 000208585325000065 |
| Q1 2025 | 40 | 110,186 | VOO, IBTF, IBTG, SPLG | 13F-HR | 10/10/2025 | 000208585325000064 |
| Q4 2024 | 40 | 106,105 | VOO, IBTF, IBTG, SPLG | 13F-HR | 10/10/2025 | 000208585325000063 |
| Q3 2024 | 40 | 104,409 | IBTE, VOO, IBTF, IJH | 13F-HR | 10/10/2025 | 000208585325000062 |
| Q2 2024 | 45 | 102,073 | IBTE, VOO, IBTF, EUSA | 13F-HR | 10/10/2025 | 000208585325000061 |
| Q1 2024 | 47 | 96,831 | IBTE, VOO, EUSA, IJH | 13F-HR | 10/10/2025 | 000208585325000060 |