| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 59 | 854,202 | IVV, DYNF, IEFA, AGG | 13F-HR | 1/28/2026 | 000208585326000123 |
| Q2 2025 | 64 | 826,526 | IVV, DYNF, IEFA, AGG | 13F-HR | 7/16/2025 | 000166773125000840 |
| Q1 2025 | 62 | 736,028 | IVV, IEFA, AGG, DYNF | 13F-HR | 4/22/2025 | 000166773125000490 |