| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2026 | 100 | 162,234 | VTI, PULS, JPLD, IVV | 13F-HR | 4/7/2026 | 000207589926000002 |
| Q4 2025 | 96 | 140,633 | VTI, IVV, VMBS, VTIP | 13F-HR | 1/12/2026 | 000207589926000001 |
| Q3 2025 | 101 | 128,551 | VTI, IVV, VMBS, VTIP | 13F-HR | 10/14/2025 | 000207589925000002 |
| Q2 2025 | 95 | 118,727 | VTI, IVV, VMBS, VTIP | 13F-HR | 7/9/2025 | 000207589925000001 |