| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2026 | 131 | 131,295 | IVV, DFAI, USIG, JIRE | 13F-HR | 5/15/2026 | 000213553926000001 |
| Q4 2025 | 130 | 131,515 | IVV, SPYG, DFAI, JIRE | 13F-HR | 5/28/2026 | 000213553926000003 |
| Q3 2025 | 165 | 130,756 | IVV, SPYG, JIRE, DFAI | 13F-HR | 5/28/2026 | 000213553926000004 |