| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 58 | 160,803 | VTI, VXUS, NVDA, VUG | 13F-HR | 11/10/2025 | 000175496025000759 |
| Q2 2025 | 51 | 183,379 | VTI, VXUS, NVDA, IXUS | 13F-HR | 7/30/2025 | 000175496025000512 |
| Q1 2025 | 49 | 154,369 | VTI, VXUS, NVDA, VUG | 13F-HR | 4/30/2025 | 000175496025000264 |
| Q4 2024 | 46 | 148,224 | VTI, VXUS, NVDA, VUG | 13F-HR | 1/23/2025 | 000175496025000060 |