| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 489 | 293,945 | IWF, IWD, VTV, VUG | 13F-HR | 11/9/2026 | 000210077826000005 |
| Q2 2026 | 550 | 273,706 | IWF, IWD, VTV, VOT | 13F-HR | 7/29/2026 | 000210077826000004 |
| Q1 2026 | 520 | 252,122 | IWF, IWD, VOT, VTV | 13F-HR | 4/27/2026 | 000210077826000002 |
| Q4 2025 | 518 | 256,574 | IWF, VOT, IWD, VTV | 13F-HR | 2/10/2026 | 000210077826000001 |