| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 47 | 112,520 | IVV, AGG, IEFA, AAPL | 13F-HR | 3/12/2026 | 000191230026000003 |
| Q2 2022 | 39 | 81,512 | AGG, IVV, SPY, AAPL | 13F-HR | 8/15/2022 | 000191230022000003 |
| Q1 2022 | 39 | 96,174 | AGG, IVV, SPY, AAPL | 13F-HR | 5/16/2022 | 000191230022000002 |
| Q4 2021 | 39 | 107,866 | AGG, IVV, SPY, AAPL | 13F-HR | 2/18/2022 | 000191230022000001 |