| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 51 | 173,587 | RSSB, VGSH, AAPL, AVIV | 13F-HR | 10/29/2026 | 000208585326001335 |
| Q2 2026 | 54 | 166,524 | RSSB, VGSH, AAPL, AVIV | 13F-HR | 7/29/2026 | 000208585326000898 |
| Q1 2026 | 51 | 149,475 | VGSH, RSSB, AAPL, AVIV | 13F-HR | 5/15/2026 | 000208585326000596 |
| Q4 2025 | 61 | 153,390 | VGSH, RSSB, AAPL, AVIV | 13F-HR | 2/13/2026 | 000143774926004178 |