| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 96 | 152,066 | SHV, ACWI, IVV, EQWL | 13F-HR | 2/3/2025 | 000166773125000199 |
| Q3 2024 | 90 | 131,921 | SHV, ACWI, IVV, USMV | 13F-HR | 11/1/2024 | 000201190824000004 |
| Q2 2024 | 81 | 121,496 | SHV, ACWI, IVV, USMV | 13F-HR | 11/1/2024 | 000201190824000003 |
| Q1 2024 | 86 | 114,634 | SHV, ACWI, IVV, USMV | 13F-HR | 11/1/2024 | 000201190824000002 |
| Q4 2023 | 611 | 110,118 | SHV, ACWI, IVV, USMV | 13F-HR | 2/20/2024 | 000201190824000001 |