| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 123 | 123,938 | ITOT, SPY, IEFA, VGIT | 13F-HR | 7/8/2025 | 000203914425000005 |
| Q1 2025 | 122 | 113,733 | ITOT, SPY, IEFA, AGG | 13F-HR | 4/14/2025 | 000203914425000004 |
| Q4 2024 | 120 | 112,716 | ITOT, SPY, IEFA, AGG | 13F-HR | 2/5/2025 | 000203914425000002 |