| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 200 | 286,678 | VUG, VTV, BND, VGIT | 13F-HR | 10/19/2026 | 000121465926013040 |
| Q2 2026 | 50 | 275,694 | VUG, VTV, BND, VGIT | 13F-HR | 7/16/2026 | 000121465926008619 |
| Q1 2026 | 46 | 245,972 | VUG, VTV, BND, VGIT | 13F-HR | 5/15/2026 | 000121465926006383 |
| Q4 2025 | 47 | 255,046 | VUG, VTV, BND, VGIT | 13F-HR | 2/17/2026 | 000121465926001893 |