| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 125 | 364,871 | IVV, IUSB, IVW, DYNF | 13F-HR | 7/22/2026 | 000206391526000005 |
| Q1 2026 | 134 | 307,610 | IVV, IUSB, DYNF, IVW | 13F-HR | 5/11/2026 | 000206391526000004 |
| Q4 2025 | 126 | 289,094 | IVV, IUSB, IVW, DYNF | 13F-HR | 1/29/2026 | 000206391526000002 |