| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 53 | 91,268 | MUB, VOO, VCIT, VEA | 13F-HR | 4/22/2025 | 000204293825000004 |
| Q4 2024 | 53 | 89,165 | MUB, VOO, VCIT, VEA | RESTATEMENT | 1/22/2025 | 000204293825000002 |
| Q4 2024 | 53 | 89,165 | MUB, VOO, VCIT, VEA | 13F-HR | 1/22/2025 | 000204293825000001 |