| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 74 | 121,355 | VUG, VO, IJR, SPYV | 13F-HR | 10/15/2025 | 000206614725000001 |
| Q2 2025 | 75 | 116,734 | VUG, VO, IJR, SPYV | 13F-HR | 7/10/2025 | 000108514625003710 |
| Q1 2025 | 70 | 97,978 | VUG, VO, IJR, SPYV | 13F-HR | 5/6/2025 | 000108514625002628 |
| Q4 2024 | 65 | 92,733 | VUG, VO, IJR, SPYV | 13F-HR | 4/29/2025 | 000108514625002439 |