| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 72 | 156,631 | VTV, VUG, SCHG, BNDX | RESTATEMENT | 3/4/2026 | 000207799126000003 |
| Q3 2025 | 72 | 152,785 | VUG, VTV, SCHG, BNDX | 13F-HR | 11/6/2025 | 000207799125000003 |
| Q2 2025 | 67 | 144,604 | VUG, SCHG, VTV, BNDX | 13F-HR | 7/22/2025 | 000207799125000001 |