| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 123 | 145,809 | IVV, SPYG, IEFA, SPYV | 13F-HR | 7/30/2025 | 000200152625000008 |
| Q1 2025 | 118 | 131,474 | IVV, SPYG, SPYV, IEFA | 13F-HR | 4/21/2025 | 000200152625000005 |
| Q4 2024 | 111 | 126,187 | IVV, SPYG, IEFA, HEFA | 13F-HR | 2/10/2025 | 000200152625000003 |