| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 29 | 98,172 | VCSH, IGSB, SCHV, DXJ | 13F-HR | 10/6/2025 | 000175496025000634 |
| Q2 2025 | 28 | 96,220 | VCSH, IGSB, SCHV, VBR | 13F-HR | 7/2/2025 | 000175496025000317 |
| Q1 2025 | 32 | 96,180 | VCSH, VCIT, SCHV, VBR | 13F-HR | 4/9/2025 | 000175496025000170 |
| Q4 2024 | 31 | 94,661 | SCHV, VBR, VCSH, VCIT | 13F-HR | 1/16/2025 | 000175496025000043 |