| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 40 | 186,380 | VUG, VTV, IJR, VEA | 13F-HR | 7/30/2025 | 000139834425014177 |
| Q1 2025 | 37 | 158,122 | VTV, VUG, IJR, VEA | 13F-HR | 8/6/2025 | 000139834425014569 |
| Q4 2024 | 35 | 156,055 | VUG, VTV, IJR, VNQ | 13F-HR | 8/4/2025 | 000139834425014374 |
| Q3 2024 | 37 | 151,951 | VUG, VTV, IJR, VNQ | 13F-HR | 8/6/2025 | 000139834425014568 |
| Q2 2024 | 32 | 135,203 | VUG, VTV, IJR, VEA | 13F-HR | 8/6/2025 | 000139834425014566 |
| Q1 2024 | 33 | 127,732 | VUG, VTV, IJR, VEA | 13F-HR | 8/6/2025 | 000139834425014564 |
| Q4 2023 | 32 | 118,097 | VUG, VTV, IJR, VNQ | 13F-HR | 8/6/2025 | 000139834425014562 |