| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 72 | 286,091 | VXUS, VYM, VIG, JBND | 13F-HR | 10/27/2026 | 000139834426018847 |
| Q2 2026 | 73 | 281,998 | VXUS, VYM, FBND, VIG | 13F-HR | 8/4/2026 | 000139834426013468 |
| Q1 2026 | 70 | 255,081 | VXUS, FBND, VIG, VYM | 13F-HR | 5/6/2026 | 000139834426008547 |
| Q4 2025 | 69 | 249,811 | VXUS, VIG, FBND, GOVT | 13F-HR | 1/28/2026 | 000139834426001468 |