| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 115 | 140,970 | IVV, SCHZ, SCHF, SCHH | 13F-HR | 4/24/2025 | 000203113725000002 |
| Q4 2024 | 111 | 141,924 | IVV, SCHZ, SCHF, SCHH | 13F-HR | 1/23/2025 | 000203113725000001 |
| Q3 2024 | 111 | 141,924 | IVV, SCHZ, SCHF, SCHH | 13F-HR | 11/7/2024 | 000203113724000003 |
| Q2 2024 | 125 | 130,621 | IVV, SCHZ, SCHF, SCHH | 13F-HR | 7/25/2024 | 000203113724000001 |