| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 45 | 110,780 | VTI, DFSV, VEA, SCHR | 13F-HR | 11/12/2025 | 000194104025000637 |
| Q2 2025 | 44 | 100,438 | VTI, DFSV, VEA, SCHR | 13F-HR | 8/5/2025 | 000194104025000422 |
| Q1 2025 | 41 | 89,620 | VTI, VEA, DFSV, SCHR | 13F-HR | 5/12/2025 | 000194104025000280 |
| Q4 2024 | 46 | 92,131 | VTI, DFSV, VEA, SCHR | 13F-HR | 2/10/2025 | 000194104025000106 |