| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | 116,812 | VCIT, VCSH, DISV, VEA | 13F-HR | 7/7/2026 | 000175496026000420 |
| Q1 2026 | 24 | 109,358 | VCIT, VCSH, DISV, VEA | 13F-HR | 4/14/2026 | 000175496026000246 |
| Q4 2025 | 24 | 103,617 | VCIT, VCSH, DISV, VEA | 13F-HR | 2/9/2026 | 000175496026000162 |