| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 907 | 189,250 | VOO, IVV, VEA, DYNF | 13F-HR | 10/7/2026 | 000204474126000005 |
| Q2 2026 | 811 | 181,496 | VOO, IVV, VEA, DYNF | 13F-HR | 7/7/2026 | 000204474126000003 |
| Q1 2026 | 822 | 158,627 | VOO, IVV, VEA, BNDX | 13F-HR | 4/7/2026 | 000204474126000002 |
| Q4 2025 | 760 | 158,243 | VOO, VEA, IVV, VWO | 13F-HR | 1/7/2026 | 000204474126000001 |
| Q3 2025 | 831 | 152,159 | VOO, VEA, IVV, VWO | 13F-HR | 10/8/2025 | 000204474125000005 |
| Q2 2025 | 445 | 136,982 | VOO, VEA, IVV, BNDX | 13F-HR | 7/7/2025 | 000204474125000004 |
| Q1 2025 | 435 | 123,950 | VOO, VEA, IVV, BNDX | 13F-HR | 4/8/2025 | 000204474125000002 |
| Q4 2024 | 439 | 118,277 | VOO, VEA, IVV, BNDX | 13F-HR | 1/15/2025 | 000204474125000001 |