| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 872 | 108,467 | VOO, IVV, VUG, VTV | 13F-HR | 10/20/2025 | 000143774925031338 |
| Q2 2025 | 788 | 102,726 | VOO, IVV, VUG, VTV | 13F-HR | 10/20/2025 | 000143774925031337 |
| Q1 2025 | 773 | 93,416 | VOO, IVV, VUG, VTV | 13F-HR | 5/1/2025 | 000143774925013988 |
| Q4 2024 | 855 | 100,513 | VOO, IVV, VUG, VTV | 13F-HR | 2/13/2025 | 000143774925003741 |