| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 122 | 173,376 | BNDX, VONG, SCHF, SCHD | 13F-HR | 7/28/2026 | 000211140926000003 |
| Q1 2026 | 117 | 157,302 | BNDX, SCHF, VONG, SCHD | 13F-HR | 4/24/2026 | 000211140926000002 |
| Q4 2025 | 116 | 162,337 | VONG, BNDX, SCHF, SCHD | 13F-HR | 2/12/2026 | 000211140926000001 |