| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 227 | 728,660 | IVV, MSFT, AAPL, BND | 13F-HR | 8/11/2025 | 000176538025000324 |
| Q1 2025 | 227 | 695,135 | IVV, AAPL, MSFT, BND | 13F-HR | 4/30/2025 | 000176538025000156 |
| Q4 2024 | 229 | 697,601 | IVV, AAPL, BND, MSFT | 13F-HR | 2/18/2025 | 000176538025000132 |