| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 33 | 130,550 | SCHZ, SCHB, SGOV, SCHO | 13F-HR | 10/24/2025 | 000206336425000258 |
| Q2 2025 | 29 | 101,440 | SCHB, SCHZ, GAL, SCHO | 13F-HR | 7/16/2025 | 000206336425000139 |
| Q1 2025 | 30 | 101,593 | SCHZ, SCHB, SCHO, GAL | 13F-HR | 4/29/2025 | 000206336425000069 |
| Q4 2024 | 28 | 100,051 | SCHB, SCHZ, SCHO, GAL | 13F-HR | 4/7/2025 | 000206336425000006 |