| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 65 | 234,053 | SPYV, AGG, SCHV, VUG | 13F-HR | 3/27/2026 | 000207794026000001 |
| Q3 2025 | 62 | 229,393 | SPYV, SCHV, AGG, VUG | 13F-HR | 10/24/2025 | 000207794025000002 |
| Q2 2025 | 62 | 219,338 | SPYV, SCHV, AGG, VUG | 13F-HR | 7/24/2025 | 000207794025000001 |