| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 42 | 147,921 | BND, VEU, VUG, VTV | 13F-HR | 10/9/2025 | 000175496025000653 |
| Q2 2025 | 40 | 135,108 | BND, VEU, VUG, VTV | 13F-HR | 7/15/2025 | 000175496025000394 |
| Q1 2025 | 38 | 122,819 | BND, VEU, VUG, VTV | 13F-HR | 4/21/2025 | 000175496025000219 |
| Q4 2024 | 40 | 118,624 | BND, VEU, VUG, VOO | 13F-HR | 1/23/2025 | 000175496025000059 |