| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 29 | 111,328 | IWD, IWF, EFA, SHY | 13F-HR | 10/6/2025 | 000208585325000014 |
| Q2 2025 | 29 | 103,972 | IWD, IWF, EFA, SHY | 13F-HR | 7/7/2025 | 000166773125000739 |
| Q1 2025 | 28 | 97,274 | IWD, IWF, EFA, SHY | 13F-HR | 5/13/2025 | 000166773125000622 |
| Q4 2024 | 25 | 99,634 | IWD, IWF, EFA, SHY | 13F-HR | 5/13/2025 | 000166773125000618 |