| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 97 | 123,771 | VOO, VB, ISTB, VXUS | 13F-HR | 10/14/2025 | 000204703025000010 |
| Q2 2025 | 95 | 113,623 | VOO, VB, ISTB, VXUS | 13F-HR | 7/17/2025 | 000204703025000007 |
| Q1 2025 | 95 | 101,308 | VOO, VB, ISTB, VXUS | 13F-HR | 4/15/2025 | 000204703025000004 |
| Q4 2024 | 99 | 99,364 | VOO, VB, ISTB, VXUS | 13F-HR | 1/23/2025 | 000204703025000002 |