| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 18 | 115,534 | VTI, VXUS, BND, VTEB | 13F-HR | 11/5/2025 | 000117266125004584 |
| Q2 2025 | 17 | 114,357 | VTI, VXUS, BND, GFS | 13F-HR | 8/6/2025 | 000117266125002915 |
| Q1 2025 | 18 | 100,883 | VTI, VXUS, SPY, GFS | 13F-HR | 5/12/2025 | 000117266125001700 |
| Q4 2024 | 16 | 99,176 | VTI, VXUS, GFS, BND | 13F-HR | 1/29/2025 | 000117266125000404 |