| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 46 | 143,916 | VEA, VTV, VTI, VUG | 13F-HR | 10/28/2026 | 000204293026000007 |
| Q2 2026 | 44 | 138,106 | VEA, VTI, VTV, VUG | 13F-HR | 7/29/2026 | 000204293026000006 |
| Q1 2026 | 39 | 120,331 | VEA, VTI, VTV, VUG | 13F-HR | 4/23/2026 | 000204293026000002 |
| Q4 2025 | 40 | 121,139 | VEA, VTI, VTV, VUG | 13F-HR | 1/22/2026 | 000204293026000001 |