| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 33 | 148,810 | IVV, IUSV, IEFA, FBND | 13F-HR | 7/29/2025 | 000195175725000998 |
| Q1 2025 | 34 | 132,225 | IVV, IUSV, FENI, FBND | 13F-HR | 4/24/2025 | 000195175725000451 |
| Q4 2024 | 33 | 127,724 | FELC, FENI, FBND, IUSV | 13F-HR | 2/14/2025 | 000195175725000264 |