| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 98 | 150,252 | IVV, IEFA, VTI, DISV | RESTATEMENT | 11/12/2025 | 000205482525000009 |
| Q2 2025 | 85 | 130,427 | IVV, IEFA, VTI, DISV | 13F-HR | 8/5/2025 | 000205482525000004 |
| Q1 2025 | 76 | 109,097 | IVV, IEFA, VTI, DISV | 13F-HR | 4/30/2025 | 000205482525000003 |
| Q4 2024 | 71 | 107,413 | IVV, IEFA, VTI, IJJ | 13F-HR | 2/12/2025 | 000205482525000002 |