| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | 106,566 | IVV, IVW, IVE, SHY | 13F-HR | 8/7/2026 | 000195175726001138 |
| Q1 2026 | 41 | 95,961 | IVV, IVW, IVE, SHY | 13F-HR | 4/29/2026 | 000195175726000757 |
| Q4 2025 | 134 | 101,833 | IVV, IVW, IVE, SHY | 13F-HR | 1/26/2026 | 000209558926000001 |
| Q3 2025 | 134 | 101,100 | IVV, IVW, IVE, SHY | 13F-HR | 11/12/2025 | 000209558925000002 |