| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 60 | 160,568 | VTV, VXUS, VB, VBR | 13F-HR | 10/9/2026 | 000175496026000835 |
| Q2 2026 | 60 | 163,555 | VTV, VXUS, VB, VBR | 13F-HR | 7/9/2026 | 000175496026000446 |
| Q1 2026 | 56 | 142,549 | VTV, VXUS, VB, VBR | 13F-HR | 4/22/2026 | 000175496026000315 |
| Q4 2025 | 56 | 140,329 | VTV, VXUS, VB, VBR | 13F-HR | 1/12/2026 | 000175496026000024 |
| Q3 2025 | 55 | 133,936 | VTV, VXUS, VB, VBR | 13F-HR | 10/9/2025 | 000175496025000656 |
| Q2 2025 | 54 | 123,255 | VTV, VXUS, VB, VBR | 13F-HR | 7/9/2025 | 000175496025000336 |
| Q1 2025 | 48 | 112,119 | VTV, VXUS, VB, VBR | 13F-HR | 4/14/2025 | 000175496025000184 |
| Q4 2024 | 52 | 112,242 | VTV, VXUS, VB, VBR | 13F-HR | 1/13/2025 | 000175496025000012 |
| Q3 2024 | 48 | 110,878 | VTV, VXUS, VB, VBR | 13F-HR | 10/9/2024 | 000175496024000481 |
| Q2 2024 | 45 | 101,348 | VTV, VXUS, VB, VBR | 13F-HR | 7/10/2024 | 000175496024000225 |
| Q1 2024 | 46 | 105,923 | VTV, VXUS, VB, VBR | 13F-HR | 4/10/2024 | 000175496024000119 |
| Q4 2023 | 43 | 97,238 | VTV, VXUS, VB, VBR | 13F-HR | 2/1/2024 | 000175496024000072 |