| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2026 | 16 | 160,248 | IEFA, SPLG, SPYV, IJH | 13F-HR | 5/12/2026 | 000198615226000084 |
| Q4 2025 | 16 | 147,209 | IEFA, SPLG, SPYV, IJH | 13F-HR | 2/19/2026 | 000198615226000045 |
| Q1 2025 | 13 | 122,994 | IVV, IEFA, IJH, SPYV | 13F-HR | 5/20/2025 | 000198615225000048 |