| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 83 | 207,595 | SCHZ, SCHK, VTV, VB | 13F-HR | 5/29/2025 | 000206823625000006 |
| Q4 2024 | 81 | 202,556 | SCHZ, SCHK, VTV, VB | 13F-HR | 5/29/2025 | 000206823625000005 |
| Q3 2024 | 84 | 197,499 | SCHK, SCHZ, VTV, VB | 13F-HR | 5/29/2025 | 000206823625000004 |
| Q2 2024 | 65 | 171,432 | SCHK, SCHZ, VTV, VB | 13F-HR | 5/29/2025 | 000206823625000003 |
| Q1 2024 | 84 | 197,499 | SCHK, SCHZ, VTV, VB | 13F-HR | 5/29/2025 | 000206823625000002 |
| Q4 2023 | 59 | 150,149 | SCHK, SCHZ, VTV, VB | 13F-HR | 5/29/2025 | 000206823625000001 |