| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 133 | 297,598 | SGOV, IEFA, VWO, VUG | 13F-HR | 10/20/2026 | 000195175726001702 |
| Q2 2026 | 134 | 296,461 | SGOV, VWO, IEFA, VUG | 13F-HR | 7/9/2026 | 000195175726000983 |
| Q1 2026 | 131 | 273,602 | SGOV, IEFA, VWO, VUG | 13F-HR | 4/14/2026 | 000195175726000594 |
| Q4 2025 | 126 | 253,889 | SGOV, VWO, IEFA, VUG | 13F-HR | 1/15/2026 | 000195175726000159 |