| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | 136,660 | IVV, FBND, JPST, CGDV | 13F-HR | 7/29/2026 | 000209915726000004 |
| Q1 2026 | 29 | 114,943 | IVV, FBND, JPST, FDVV | 13F-HR | 4/28/2026 | 000209915726000003 |
| Q4 2025 | 31 | 112,661 | IVV, FBND, JPST, FDVV | 13F-HR | 2/4/2026 | 000209915726000002 |