| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 445 | 321,531 | VV, VGSH, MGC, VTI | 13F-HR | 11/12/2025 | 000205066025000007 |
| Q2 2025 | 516 | 302,748 | VV, VGSH, MGC, VTI | 13F-HR | 8/11/2025 | 000205066025000006 |
| Q1 2025 | 497 | 278,258 | VV, VCSH, MGC, VYM | 13F-HR | 5/5/2025 | 000205066025000003 |
| Q4 2024 | 485 | 280,324 | VV, VCSH, MGC, VTI | 13F-HR | 2/10/2025 | 000205066025000002 |