| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 155 | 379,231 | BIV, DFAC, BNDX, VEA | 13F-HR | 10/21/2025 | 000201050725000006 |
| Q2 2025 | 92 | 261,117 | BIV, DFAC, BNDX, VEA | 13F-HR | 7/7/2025 | 000201050725000004 |
| Q1 2025 | 73 | 209,525 | BIV, DFAC, BNDX, VEA | 13F-HR | 4/29/2025 | 000201050725000002 |
| Q4 2024 | 76 | 215,907 | BIV, DFAC, BNDX, VEA | 13F-HR | 2/26/2025 | 000201158025000002 |
| Q3 2024 | 68 | 189,437 | BIV, DFAC, BNDX, VEA | 13F-HR | 11/19/2024 | 000201050724000006 |
| Q2 2024 | 28 | 126,665 | BIV, DFAC, BNDX, IGSB | 13F-HR | 8/7/2024 | 000201050724000005 |
| Q1 2024 | 20 | 107,947 | BIV, DFAC, BNDX, IGSB | 13F-HR | 5/3/2024 | 000201050724000003 |
| Q4 2023 | 26 | 100,114 | BIV, DFAC, BNDX, IGSB | 13F-HR | 2/9/2024 | 000201050724000002 |