| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 119 | 813,944 | IVV, FNDX, VUG, SCHF | 13F-HR | 8/12/2025 | 000176538025000350 |
| Q1 2025 | 103 | 733,336 | IVV, VUG, RECS, SCHF | 13F-HR | 5/7/2025 | 000176538025000173 |
| Q4 2024 | 101 | 761,715 | IVV, VUG, FNDX, IJH | 13F-HR | 2/5/2025 | 000176538025000048 |