| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 382 | 451,659 | VTI, BND, SPDW, STXG | 13F-HR | 8/7/2025 | 000201187225000007 |
| Q1 2025 | 284 | 282,907 | VTI, BND, SPDW, STXV | 13F-HR | 5/9/2025 | 000201187225000004 |
| Q4 2024 | 231 | 259,180 | VTI, BND, SPDW, STXV | 13F-HR | 2/3/2025 | 000201187225000001 |