| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 80 | 106,553 | SCHZ, SCHF, SCHB, SPLV | 13F-HR | 7/15/2026 | 000213354726000003 |
| Q1 2026 | 152 | 110,188 | SCHZ, SCHF, SCHB, SPLV | 13F-HR | 5/7/2026 | 000213354726000002 |
| Q4 2025 | 157 | 109,651 | SCHZ, SCHF, SCHB, SPLV | 13F-HR | 5/7/2026 | 000213354726000001 |