| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 11 | 126,292 | VTI, BND, AGG, VUG | 13F-HR | 7/29/2025 | 000195175725000986 |
| Q1 2025 | 11 | 114,927 | VTI, BND, AGG, VNQ | 13F-HR | 4/11/2025 | 000195175725000335 |
| Q4 2024 | 11 | 116,118 | VTI, BND, AGG, VUG | RESTATEMENT | 1/29/2025 | 000195175725000150 |