| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 79 | 147,904 | MSFT, IVV, TOTL, BND | 13F-HR | 7/25/2025 | 000195175725000949 |
| Q1 2025 | 83 | 133,479 | MSFT, IVV, TOTL, BND | 13F-HR | 4/23/2025 | 000195175725000436 |
| Q4 2024 | 80 | 128,312 | MSFT, IVV, TOTL, BND | 13F-HR | 1/27/2025 | 000195175725000139 |