| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 316 | 204,396 | VEA, SCHV, VOO, IJH | 13F-HR | 8/12/2025 | 000114036125030523 |
| Q1 2025 | 283 | 181,815 | VEA, SCHV, VOO, IJH | 13F-HR | 4/29/2025 | 000114036125016385 |
| Q4 2024 | 266 | 187,024 | VEA, SCHV, VOO, IJH | 13F-HR | 1/27/2025 | 000114036125002061 |