| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 122 | 216,173 | IWV, IWM, IXUS, QQQ | 13F-HR | 10/23/2025 | 000204782325000006 |
| Q2 2025 | 122 | 198,919 | IWV, IWM, IXUS, QQQ | 13F-HR | 7/9/2025 | 000204782325000005 |
| Q1 2025 | 121 | 179,480 | IWV, IWM, IXUS, QQQ | 13F-HR | 5/13/2025 | 000204782325000002 |
| Q4 2024 | 122 | 192,170 | IWV, IWM, IWF, QQQ | 13F-HR | 1/17/2025 | 000204782325000001 |