| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | 115,351 | SCHB, VGT, IJR, VIG | 13F-HR | 8/7/2026 | 000175496026000703 |
| Q1 2026 | 41 | 100,033 | SCHB, VGT, GLD, VIG | 13F-HR | 8/7/2026 | 000175496026000702 |
| Q4 2025 | 43 | 98,158 | SCHB, VGT, GLDM, VIG | 13F-HR | 8/7/2026 | 000175496026000701 |
| Q3 2025 | 38 | 100,289 | SCHB, VGT, VIG, IJR | 13F-HR | 8/7/2026 | 000175496026000700 |