| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 661 | 140,331 | VTI, HEFA, SHY, AGG | 13F-HR | 9/17/2026 | 000176039826000005 |
| Q1 2026 | 695 | 169,724 | VTI, HEFA, AGG, SHY | 13F-HR | 9/17/2026 | 000176039826000004 |
| Q4 2025 | 672 | 135,034 | VTI, HEFA, SPLV, AAPL | 13F-HR | 9/17/2026 | 000176039826000003 |