| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 259 | 141,875 | VTV, VUG, DGS, SCZ | 13F-HR | 10/15/2026 | 000211006626000005 |
| Q2 2026 | 260 | 144,399 | VTV, VUG, DGS, SCZ | 13F-HR | 7/27/2026 | 000211006626000004 |
| Q1 2026 | 217 | 128,953 | VTV, VUG, DGS, SRLN | 13F-HR | 4/7/2026 | 000211006626000002 |
| Q4 2025 | 213 | 122,559 | VTV, VUG, VCIT, SRLN | 13F-HR | 2/9/2026 | 000211006626000001 |