| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 174 | 346,290 | IVV, SPDW, IJH, MSFT | 13F-HR | 10/22/2025 | 000205510425000004 |
| Q2 2025 | 173 | 322,471 | IVV, SPDW, IUSG, IUS | 13F-HR | 8/5/2025 | 000108514625004554 |
| Q1 2025 | 170 | 298,416 | IVV, IUS, RWL, SGOV | 13F-HR | 5/8/2025 | 000108514625002759 |
| Q4 2024 | 159 | 304,681 | IVV, VONG, IGM, IUSG | 13F-HR | 2/12/2025 | 000108514625001089 |