| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 75 | 156,429 | IVV, IUSB, IVW, DYNF | 13F-HR | 10/20/2026 | 000195175726001699 |
| Q2 2026 | 78 | 156,122 | IVV, IVW, IUSB, DYNF | 13F-HR | 7/9/2026 | 000195175726000960 |
| Q1 2026 | 70 | 137,150 | IVV, IVE, IVW, DYNF | 13F-HR | 4/21/2026 | 000195175726000669 |
| Q4 2025 | 73 | 138,358 | IVV, IVW, IVE, DYNF | 13F-HR | 1/15/2026 | 000195175726000148 |