| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 465 | 196,938 | VTV, VUG, VEA, IJH | 13F-HR | 8/6/2026 | 000208833726000006 |
| Q1 2026 | 462 | 169,176 | VTV, VEA, VUG, IJH | 13F-HR | 5/8/2026 | 000208833726000004 |
| Q4 2025 | 487 | 164,837 | VTV, VUG, VEA, IJH | 13F-HR | 2/11/2026 | 000208833726000002 |
| Q3 2025 | 230 | 158,860 | VTI, VUG, VWO, IJH | 13F-HR | 11/13/2025 | 000208833725000002 |