| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 493 | 471,770 | AGG, IVV, FEOE, NVDA | 13F-HR | 8/3/2026 | 000193920226000004 |
| Q1 2026 | 439 | 371,782 | IVV, AGG, MSFT, AAPL | 13F-HR | 5/13/2026 | 000193920226000003 |
| Q4 2025 | 525 | 347,186 | IVV, AGG, MSFT, GOOGL | 13F-HR | 2/13/2026 | 000193920226000002 |