Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2025 | 13 | 139,727 | IVV, VEU, VO, AGG | 13F-HR | 7/23/2025 | 000203489425000003 |
Q4 2024 | 14 | 125,028 | IVV, VEU, VO, AGG | 13F-HR | 1/2/2025 | 000203489425000001 |
Q3 2024 | 13 | 122,523 | IVV, VEU, VO, VNQ | 13F-HR | 10/3/2024 | 000203489424000004 |
Q2 2024 | 14 | 113,319 | IVV, VEU, VO, AGG | 13F-HR | 8/23/2024 | 000203489424000001 |