| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 189 | 445,256 | IVV, AGG, IEFA, VTV | 13F-HR | 7/22/2026 | 000206663826000004 |
| Q1 2026 | 176 | 398,917 | AGG, IVV, IEFA, SGOV | 13F-HR | 4/17/2026 | 000206663826000003 |
| Q4 2025 | 177 | 386,288 | IVV, AGG, SPY, IEFA | 13F-HR | 2/17/2026 | 000206663826000002 |