| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 59 | 155,643 | IVV, OEF, CGCB, IJR | 13F-HR | 10/17/2025 | 000195175725001168 |
| Q2 2025 | 59 | 144,185 | IVV, OEF, CGCB, IJR | 13F-HR | 7/18/2025 | 000195175725000893 |
| Q1 2025 | 52 | 97,024 | IVV, OEF, SGOV, IJR | 13F-HR | 4/14/2025 | 000195175725000359 |
| Q4 2024 | 59 | 113,798 | IVV, OEF, SGOV, IJR | 13F-HR | 1/29/2025 | 000195175725000145 |