| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 48 | 194,741 | VOO, VXF, VXUS, BND | 13F-HR | 10/15/2025 | 000202078125000002 |
| Q2 2025 | 46 | 226,399 | VXF, VXUS, VOO, BND | 13F-HR | 7/15/2025 | 000108514625003868 |
| Q1 2025 | 46 | 161,566 | VOO, VXF, BND, VXUS | 13F-HR | 4/16/2025 | 000108514625002133 |
| Q4 2024 | 46 | 154,423 | VOO, VXF, BND, VXUS | 13F-HR | 1/28/2025 | 000108514625000540 |
| Q3 2024 | 44 | 150,975 | VOO, VXF, BND, VXUS | 13F-HR | 10/23/2024 | 000108514624005094 |
| Q2 2024 | 41 | 128,215 | VOO, VXF, BND, VXUS | 13F-HR | 7/26/2024 | 000108514624003276 |
| Q1 2024 | 38 | 118,472 | VOO, VXF, BND, VXUS | 13F-HR | 4/26/2024 | 000108514624002053 |