| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 467 | 1,264,490 | OVL, VTI, VEA, OVLH | 13F-HR | 7/15/2025 | 000164117225019676 |
| Q1 2025 | 395 | 1,070,052 | OVL, VTI, VEA, OVLH | 13F-HR | 5/8/2025 | 000164117225009192 |
| Q4 2024 | 352 | 817,074 | OVT, VTI, GJAN, PSFF | 13F-HR | 2/25/2025 | 000149315225008165 |