| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 41 | 239,695 | IVV, SCHF, IJH, VWO | 13F-HR | 10/21/2026 | 000195175726001747 |
| Q2 2026 | 40 | 229,626 | IVV, SCHF, IJH, BND | 13F-HR | 7/30/2026 | 000195175726001089 |
| Q1 2026 | 39 | 201,259 | IVV, SCHF, IJH, BND | 13F-HR | 4/27/2026 | 000195175726000740 |
| Q4 2025 | 39 | 187,771 | IVV, SCHF, IJH, VWO | 13F-HR | 2/11/2026 | 000195175726000419 |