| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 98 | 145,709 | IVV, AGG, SPLG, FTCS | 13F-HR | 8/20/2025 | 000206336425000212 |
| Q1 2025 | 128 | 146,883 | IVV, AGG, SPLG, FNDF | 13F-HR | 5/14/2025 | 000206336425000089 |
| Q4 2024 | 91 | 134,221 | IVV, AGG, SPLG, IUSV | 13F-HR | 5/14/2025 | 000206336425000087 |