| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 53 | 328,336 | FELG, FELV, LQD, IEF | 13F-HR | 10/24/2025 | 000206608025000005 |
| Q2 2025 | 51 | 257,132 | FELG, FELV, ISTB, LQD | 13F-HR | 8/8/2025 | 000206608025000004 |
| Q1 2025 | 47 | 263,039 | IUSG, IUSV, IEF, ISTB | 13F-HR | 5/8/2025 | 000206608025000003 |