| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 90 | 314,439 | IUSG, VIG, IVV, VXF | 13F-HR | 11/5/2025 | 000137647425000903 |
| Q2 2025 | 88 | 293,519 | IUSG, IVV, VIG, VXF | 13F-HR | 8/5/2025 | 000137647425000700 |
| Q1 2025 | 84 | 265,465 | IUSG, IVV, VIG, VXF | 13F-HR | 4/30/2025 | 000137647425000415 |
| Q4 2024 | 80 | 260,534 | IUSG, IVV, VXF, LOW | 13F-HR | 2/21/2025 | 000137647425000227 |