Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2025 | 148 | 157,020 | DFAU, SGOV, SCHD, VPLS | 13F-HR | 7/21/2025 | 000205364225000005 |
Q1 2025 | 156 | 142,005 | DFAU, SGOV, VIGI, SCHD | 13F-HR | 5/7/2025 | 000205364225000002 |
Q4 2024 | 160 | 123,543 | DFAU, SGOV, SCHD, VIGI | 13F-HR | 1/28/2025 | 000205364225000001 |