| 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 |
| Q2 2025 | 153 | 123,868 | IVV, SPYG, USIG, JIRE | 13F-HR | 6/15/2026 | 000213553926000006 |
| Q1 2025 | 184 | 120,448 | IVV, SPYG, DFAI, SCHR | 13F-HR | 6/15/2026 | 000213553926000007 |
| Q4 2024 | 171 | 117,660 | IVV, SPYG, SCHR, DFAI | 13F-HR | 6/15/2026 | 000213553926000008 |
| Q3 2024 | 142 | 115,152 | IVV, DFAI, JIRE, SCHR | 13F-HR | 6/15/2026 | 000213553926000009 |
| Q2 2024 | 171 | 104,888 | IVV, DFAI, JIRE, JAVA | 13F-HR | 6/15/2026 | 000213553926000010 |