| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 245 | 110,395 | VCSH, VGIT, VOO, IEMG | 13F-HR | 11/13/2025 | 000147593325000008 |
| Q2 2025 | 257 | 105,587 | VCSH, VGIT, VOO, IEMG | 13F-HR | 8/12/2025 | 000147593325000007 |
| Q1 2025 | 249 | 100,355 | VCSH, VGIT, VOO, IEMG | 13F-HR | 5/14/2025 | 000147593325000006 |
| Q4 2024 | 309 | 109,488 | VCSH, VGIT, AAPL, VOO | 13F-HR | 2/14/2025 | 000147593325000003 |