| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 33 | 99,271 | IVV, FBND, FENI, IJH | 13F-HR | 2/5/2026 | 000206297826000001 |
| Q3 2025 | 28 | 61,155 | FBND, FENI, IJH, JPM | 13F-HR | 11/3/2025 | 000206297825000009 |
| Q2 2025 | 25 | 63,211 | IVV, IJH, JPM, IJR | 13F-HR | 8/4/2025 | 000206297825000002 |
| Q1 2025 | 27 | 75,448 | IVV, FBND, IJH, JPM | 13F-HR | 4/24/2025 | 000206297825000001 |