| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 217 | 799,969 | IVV, IJH, AVDE, AAPL | RESTATEMENT | 8/26/2026 | 000207256926000007 |
| Q1 2026 | 257 | 1,052,324 | IVV, IJH, MSFT, IJR | 13F-HR | 5/8/2026 | 000207256926000003 |
| Q4 2025 | 178 | 650,906 | IVV, IJH, AAPL, AVDE | 13F-HR | 2/4/2026 | 000207256926000001 |
| Q3 2025 | 192 | 634,608 | IVV, IJH, AAPL, MSFT | 13F-HR | 11/5/2025 | 000207256925000001 |
| Q2 2025 | 120 | 326,724 | IJH, MSFT, AAPL, UITB | 13F-HR | 8/6/2025 | 000167162325000004 |
1 security where the latest filing since 12/18/2024 is a 13G, filed 9/23/2026. View all