| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 45 | 229,128 | BND, SCHG, SCHV, VEA | 13F-HR | 11/2/2026 | 000212651826000005 |
| Q2 2026 | 46 | 227,278 | BND, SCHV, SCHG, VEA | 13F-HR | 8/7/2026 | 000212651826000004 |
| Q1 2026 | 43 | 191,948 | BND, SCHV, SCHG, VEA | 13F-HR | 4/22/2026 | 000212651826000003 |
| Q4 2025 | 40 | 182,365 | SCHG, BND, SCHV, VEA | 13F-HR | 4/7/2026 | 000212651826000002 |