| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 467 | 243,658 | EFA, IJR, BRK-B, SPLV | 13F-HR | 7/14/2025 | 000121465925010341 |
| Q1 2025 | 530 | 238,875 | EFA, BRK-B, IJR, SPLV | 13F-HR | 7/14/2025 | 000121465925010339 |
| Q4 2024 | 485 | 202,720 | BRK-B, IJR, EFA, SPLV | 13F-HR | 7/14/2025 | 000121465925010337 |
| Q3 2024 | 434 | 197,609 | BRK-B, IJR, EFA, SPLV | 13F-HR | 7/14/2025 | 000121465925010335 |
| Q2 2024 | 403 | 177,012 | BRK-B, IJR, EFA, SPLV | 13F-HR | 7/14/2025 | 000121465925010329 |
| Q1 2024 | 64 | 163,625 | BRK-B, IJR, EFA, SPLV | 13F-HR | 10/22/2024 | 000121465924017763 |
| Q4 2023 | 49 | 129,723 | BRK-B, IJR, EFA, SPLV | 13F-HR | 10/22/2024 | 000121465924017761 |