| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 100 | 183,705 | SPY, EQWL, RSP, VCSH | 13F-HR | 11/4/2026 | 000139834426019548 |
| Q2 2026 | 93 | 160,151 | SPY, EQWL, RSP, VOO | 13F-HR | 7/29/2026 | 000139834426013051 |
| Q1 2026 | 72 | 130,283 | SPY, EQWL, RSP, VOO | 13F-HR | 5/8/2026 | 000139834426008791 |
| Q4 2025 | 59 | 136,762 | SPY, EQWL, RSP, VCIT | 13F-HR | 1/30/2026 | 000139834426001728 |