| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 41 | 26,627 | SEIM, SEIV, SEIE, SEIQ | 13F-HR | 2/17/2026 | 000208585326000267 |
| Q3 2025 | 38 | 21,846 | SEIM, SEIV, SEIE, VUG | 13F-HR | 2/17/2026 | 000208585326000271 |
| Q2 2025 | 51 | 69,926 | SPY, QUAL, DYNF, QLC | 13F-HR | 8/28/2025 | 000166773125001240 |
| Q4 2024 | 88 | 135,799 | SCHG, SCHV, IDEV, BND | 13F-HR | 2/17/2026 | 000208585326000272 |