| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 138 | 211,486 | IBIT, VOO, QQQ, SPY | 13F-HR | 7/31/2025 | 000202316825000006 |
| Q1 2025 | 114 | 153,839 | AGG, VOO, IUSB, VEA | 13F-HR | 4/28/2025 | 000202316825000003 |
| Q4 2024 | 459 | 170,538 | VOO, IUSB, MUB, VEA | 13F-HR | 1/31/2025 | 000202316825000001 |