| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 73 | 129,272 | IVV, IUSB, FBND, IEMG | 13F-HR | 8/14/2026 | 000121465926010181 |
| Q1 2026 | 72 | 120,340 | IVV, IUSB, IEMG, FBND | 13F-HR | 5/14/2026 | 000121465926006214 |
| Q4 2025 | 69 | 120,200 | IVV, IEMG, IUSB, DYNF | 13F-HR | 2/17/2026 | 000121465926001926 |