| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 97 | 243,863 | VOO, AGG, VEA, QQQ | 13F-HR | 11/6/2026 | 000176538026000435 |
| Q2 2026 | 100 | 241,557 | VOO, AGG, VEA, QQQ | 13F-HR | 7/31/2026 | 000176538026000256 |
| Q1 2026 | 94 | 210,052 | VOO, AGG, VEA, QQQ | 13F-HR | 5/5/2026 | 000176538026000164 |
| Q4 2025 | 90 | 205,633 | VOO, AGG, VEA, QQQ | 13F-HR | 2/5/2026 | 000201018526000001 |