| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 86 | 244,908 | BNDX, MGV, IDEV, IEMG | 13F-HR | 11/4/2026 | 000207794026000004 |
| Q2 2026 | 73 | 251,771 | SPYV, SCHV, AGG, BIV | 13F-HR | 11/4/2026 | 000207794026000003 |
| Q1 2026 | 65 | 230,613 | SPYV, AGG, SCHV, BIV | 13F-HR | 4/24/2026 | 000207794026000002 |
| Q4 2025 | 65 | 234,053 | SPYV, AGG, SCHV, VUG | 13F-HR | 3/27/2026 | 000207794026000001 |
| Q3 2025 | 62 | 229,394 | 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 |