| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 73 | 160,336 | VCIT, VO, RSP, BIV | 13F-HR | 10/28/2026 | 000202744926000005 |
| Q2 2026 | 71 | 158,133 | VCIT, VO, RSP, BIV | 13F-HR | 8/3/2026 | 000202744926000003 |
| Q1 2026 | 70 | 147,491 | VCIT, VO, RSP, BIV | 13F-HR | 4/29/2026 | 000202744926000002 |
| Q4 2025 | 67 | 147,020 | VCIT, VO, VCLT, RSP | 13F-HR | 2/2/2026 | 000202744926000001 |
| Q3 2025 | 65 | 146,796 | VCIT, VO, VCLT, RSP | 13F-HR | 10/15/2025 | 000202744925000007 |
| Q2 2025 | 62 | 133,789 | VCIT, VO, RSP, SRLN | 13F-HR | 7/28/2025 | 000202744925000004 |
| Q1 2025 | 63 | 132,211 | VCIT, VO, SRLN, RSP | 13F-HR | 4/15/2025 | 000202744925000002 |
| Q4 2024 | 60 | 133,404 | VCIT, VO, SRLN, RSP | 13F-HR | 1/14/2025 | 000202744925000001 |
| Q3 2024 | 61 | 129,299 | VCIT, VCLT, XMHQ, VB | 13F-HR | 10/15/2024 | 000202744924000002 |
| Q2 2024 | 49 | 102,002 | VCIT, VCLT, XMHQ, VB | 13F-HR | 7/23/2024 | 000202744924000001 |