| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 31 | 112,870 | IVV, AGG, IJH, IJR | 13F-HR | 11/2/2026 | 000211068826000008 |
| Q2 2026 | 30 | 114,719 | IVV, IJH, AGG, IJR | 13F-HR | 8/6/2026 | 000211068826000006 |
| Q1 2026 | 29 | 103,342 | IVV, AGG, IJH, IJR | 13F-HR | 4/28/2026 | 000211068826000002 |
| Q4 2025 | 26 | 99,938 | IVV, IJH, AGG, IJR | 13F-HR | 2/17/2026 | 000211068826000001 |