| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 59 | 142,523 | SCHV, SCHG, DYNF, SCHF | 13F-HR | 7/14/2026 | 000195175726001009 |
| Q1 2026 | 54 | 121,874 | SCHV, SCHG, DYNF, SCHF | 13F-HR | 4/14/2026 | 000195175726000592 |
| Q4 2025 | 51 | 119,629 | SCHG, SCHV, DYNF, BND | 13F-HR | 2/4/2026 | 000195175726000346 |