| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 132 | 116,028 | IUSB, IVV, IVW, DYNF | 13F-HR | 8/14/2026 | 000195175726001270 |
| Q1 2026 | 119 | 104,171 | IUSB, IVV, IVE, IVW | 13F-HR | 4/21/2026 | 000209915426000002 |
| Q4 2025 | 112 | 100,221 | IUSB, IVE, DYNF, IVV | 13F-HR | 1/26/2026 | 000209915426000001 |