| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 205 | 303,717 | IVV, IWB, IJH, IEMG | 13F-HR | 8/1/2025 | 000195175725001013 |
| Q1 2025 | 184 | 265,086 | IVV, IWB, IJH, IEMG | 13F-HR | 4/30/2025 | 000195175725000481 |
| Q4 2024 | 164 | 258,313 | IVV, IWB, IJH, IEMG | 13F-HR | 2/12/2025 | 000195175725000245 |