| 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 |
| Q3 2025 | 70 | 111,375 | IVV, IUSB, QUAL, DYNF | 13F-HR | 9/1/2026 | 000121465926011275 |
| Q2 2025 | 65 | 94,209 | IVV, IUSB, QUAL, EFV | 13F-HR | 9/14/2026 | 000121465926011672 |
| Q1 2025 | 59 | 88,532 | IVV, IUSB, QUAL, IVW | 13F-HR | 9/14/2026 | 000121465926011670 |
| Q4 2024 | 60 | 90,945 | IVV, IUSB, QUAL, IVW | 13F-HR | 9/14/2026 | 000121465926011668 |