| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 39 | 126,787 | BIV, VTI, DFUS, DFUV | 13F-HR | 8/14/2025 | 000201071025000006 |
| Q1 2025 | 33 | 116,486 | BIV, VTI, DFUS, DFUV | 13F-HR | 5/7/2025 | 000203965925000002 |
| Q4 2024 | 36 | 119,602 | BIV, VTI, DFUS, DFUV | 13F-HR | 2/13/2025 | 000203965925000001 |