| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 66 | 166,993 | VOO, VIG, VO, IWM | 13F-HR | 11/4/2026 | 000142709926000007 |
| Q2 2026 | 70 | 161,248 | VOO, VIG, VO, VEU | 13F-HR | 7/30/2026 | 000142709926000005 |
| Q1 2026 | 67 | 142,904 | VOO, VIG, VO, VB | 13F-HR | 4/30/2026 | 000142709926000004 |
| Q4 2025 | 72 | 141,912 | VOO, VIG, VO, VB | 13F-HR | 2/11/2026 | 000142709926000001 |
| Q3 2025 | 76 | 146,064 | VOO, VIG, VO, VB | 13F-HR | 11/14/2025 | 000142709925000004 |