| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 150 | 118,210 | IVV, IVW, IUSB, IVE | 13F-HR | 7/29/2026 | 000139834426012973 |
| Q1 2026 | 148 | 100,655 | IVV, IVW, IVE, IUSB | 13F-HR | 4/14/2026 | 000139834426006538 |
| Q4 2025 | 143 | 100,076 | IVE, IVW, DYNF, IEMG | 13F-HR | 2/13/2026 | 000139834426002982 |