| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 18 | 92,520 | IVV, AGG, IWR, VTV | 13F-HR | 10/21/2024 | 000176538024000393 |
| Q2 2024 | 18 | 117,366 | IVV, VTV, IWR, IXUS | 13F-HR | 7/11/2024 | 000176538024000237 |
| Q1 2024 | 17 | 110,215 | IVV, VTV, IXUS, GOVT | 13F-HR | 4/3/2024 | 000176538024000162 |
| Q4 2023 | 17 | 100,044 | IVV, VTV, IXUS, GOVT | RESTATEMENT | 2/13/2024 | 000176538024000096 |