| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 254 | 147,459 | AFL, SCHP, SCHD, SCHX | 13F-HR | 7/13/2026 | 000209521626000003 |
| Q1 2026 | 254 | 135,467 | AFL, SCHP, SCHD, SCHX | 13F-HR | 4/9/2026 | 000209521626000002 |
| Q4 2025 | 256 | 133,279 | AFL, SCHP, SCHD, SCHX | 13F-HR | 1/16/2026 | 000209521626000001 |