| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 14 | 164,646 | IVV, VEU, VO, AGG | 13F-HR | 10/26/2026 | 000203489426000005 |
| Q2 2026 | 14 | 168,792 | IVV, VEU, VO, AGG | 13F-HR | 7/6/2026 | 000203489426000004 |
| Q1 2026 | 14 | 152,220 | IVV, VEU, VO, AGG | 13F-HR | 4/9/2026 | 000203489426000002 |
| Q4 2025 | 14 | 151,279 | IVV, VEU, VO, AGG | 13F-HR | 1/8/2026 | 000203489426000001 |
| Q3 2025 | 13 | 147,482 | IVV, VEU, VO, AGG | 13F-HR | 12/1/2025 | 000203489425000007 |
| Q2 2025 | 13 | 139,728 | IVV, VEU, VO, AGG | 13F-HR | 7/23/2025 | 000203489425000003 |
| Q4 2024 | 14 | 125,029 | 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 |