| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | 117,865 | VTV, VBR, VCSH, VGSH | 13F-HR | 7/27/2026 | 000117266126002824 |
| Q1 2026 | 12 | 100,390 | VTV, VBR, VGSH, VCSH | 13F-HR | 5/14/2026 | 000117266126001928 |
| Q4 2025 | 12 | 95,821 | VTV, VBR, VCSH, VGSH | 13F-HR | 2/11/2026 | 000117266126000631 |