| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 69 | 290,193 | IVV, VEA, DLN, CGCB | 13F-HR | 7/7/2026 | 000207959326000005 |
| Q1 2026 | 59 | 229,201 | IVV, VEA, DLN, SHV | 13F-HR | 5/5/2026 | 000207959326000004 |
| Q4 2025 | 61 | 223,096 | IVV, VEA, DLN, SHV | 13F-HR | 1/12/2026 | 000207959326000003 |
| Q3 2025 | 61 | 203,983 | IVV, VEA, DLN, SHV | 13F-HR | 11/12/2025 | 000207959325000001 |