| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 45 | 232,176 | VOOG, VOO, VHT, VV | 13F-HR | 10/28/2025 | 000199894625000006 |
| Q2 2025 | 40 | 202,882 | VOOG, VOO, VHT, VV | 13F-HR | 7/23/2025 | 000199894625000004 |
| Q1 2025 | 40 | 175,103 | VOO, VHT, VOOG, VIG | 13F-HR | 4/29/2025 | 000199894625000003 |
| Q4 2024 | 43 | 168,477 | VOO, VOOG, VHT, VV | 13F-HR | 1/21/2025 | 000199894625000001 |
| Q3 2024 | 43 | 155,375 | VOO, VHT, VOOG, VV | 13F-HR | 10/29/2024 | 000199894624000005 |
| Q2 2024 | 39 | 142,041 | VOO, VOOG, VHT, VV | 13F-HR | 7/18/2024 | 000199894624000003 |
| Q1 2024 | 38 | 130,227 | VOO, VHT, VOOG, VV | 13F-HR | 4/23/2024 | 000199894624000002 |
| Q4 2023 | 37 | 114,507 | VOO, VHT, VOOG, VV | 13F-HR | 1/31/2024 | 000199894624000001 |