| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | 158,122 | IVV, FBND, IXUS, IVOO | 13F-HR | 7/9/2026 | 000195175726000976 |
| Q1 2026 | 55 | 162,914 | IVV, FBND, IXUS, IVOO | 13F-HR | 4/20/2026 | 000195175726000651 |
| Q4 2025 | 55 | 162,914 | IVV, FBND, IXUS, IVOO | 13F-HR | 2/18/2026 | 000195175726000479 |