| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 831 | 152,158 | VOO, VEA, IVV, VWO | 13F-HR | 10/8/2025 | 000204474125000005 |
| Q2 2025 | 445 | 136,981 | VOO, VEA, IVV, BNDX | 13F-HR | 7/7/2025 | 000204474125000004 |
| Q1 2025 | 435 | 123,949 | VOO, VEA, IVV, BNDX | 13F-HR | 4/8/2025 | 000204474125000002 |
| Q4 2024 | 439 | 118,276 | VOO, VEA, IVV, BNDX | 13F-HR | 1/15/2025 | 000204474125000001 |