| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 138 | 425,527 | VEA, BIL, VUG, VGT | 13F-HR | 10/17/2025 | 000204615725000007 |
| Q2 2025 | 129 | 398,516 | VEA, BIL, VUG, VGT | 13F-HR | 7/28/2025 | 000204615725000005 |
| Q1 2025 | 122 | 358,886 | VEA, BIL, LLY, VUG | 13F-HR | 4/16/2025 | 000204615725000003 |
| Q4 2024 | 116 | 345,352 | VEA, BIL, VUG, LLY | 13F-HR | 1/14/2025 | 000204615725000001 |