| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 29 | 109,045 | VTV, SPY, BIV, BSV | 13F-HR | 10/22/2025 | 000204682325000006 |
| Q2 2025 | 124 | 108,949 | VTV, SPY, VEU, BSV | 13F-HR | 7/21/2025 | 000204682325000003 |
| Q1 2025 | 131 | 98,944 | VTV, SPY, VEU, BSV | 13F-HR | 4/14/2025 | 000204682325000002 |
| Q4 2024 | 135 | 98,486 | VTV, SPY, VEU, BSV | 13F-HR | 2/3/2025 | 000204682325000001 |