| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 435 | 348,904 | VBK, VTV, VBR, EFG | 13F-HR | 7/14/2026 | 000213974826000014 |
| Q1 2026 | 430 | 317,829 | VTV, VBK, VBR, VWO | RESTATEMENT | 7/13/2026 | 000213974826000002 |
| Q4 2025 | 406 | 312,607 | VTV, VBK, VBR, EFG | 13F-HR | 7/14/2026 | 000213974826000004 |
| Q3 2025 | 387 | 299,808 | VUG, VBK, VTV, EFG | 13F-HR | 7/14/2026 | 000213974826000005 |
| Q2 2025 | 398 | 282,658 | VUG, SCHP, VTV, VBK | 13F-HR | 7/14/2026 | 000213974826000006 |
| Q1 2025 | 402 | 270,566 | SCHP, VUG, VTV, SCHO | 13F-HR | 7/14/2026 | 000213974826000007 |
| Q4 2024 | 350 | 264,490 | VUG, SCHP, VBK, VTV | 13F-HR | 7/14/2026 | 000213974826000008 |
| Q3 2024 | 358 | 268,954 | SCHP, VUG, VTV, VBK | 13F-HR | 7/14/2026 | 000213974826000009 |
| Q2 2024 | 365 | 247,170 | SCHP, VUG, SCHO, VTV | 13F-HR | 7/14/2026 | 000213974826000010 |
| Q1 2024 | 251 | 234,073 | SCHP, VUG, SCHO, EFG | 13F-HR | 7/14/2026 | 000213974826000011 |
| Q4 2023 | 249 | 231,166 | SCHP, VUG, SCHO, EFG | 13F-HR | 7/14/2026 | 000213974826000012 |
| Q3 2023 | 252 | 209,626 | SCHP, SCHO, VUG, EFG | 13F-HR | 7/14/2026 | 000213974826000013 |
| Q2 2023 | 231 | 215,335 | SCHP, EFG, VUG, VBK | 13F-HR | 7/13/2026 | 000213974826000003 |