| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 167 | 169,327 | IUSB, IVV, QUAL, IVW | 13F-HR | 8/27/2025 | 000117266125003849 |
| Q1 2025 | 160 | 155,825 | IVV, IUSB, QUAL, IVW | 13F-HR | 5/14/2025 | 000117266125001833 |
| Q4 2024 | 139 | 149,128 | IVV, IUSB, QUAL, IVW | 13F-HR | 5/12/2025 | 000117266125001641 |