| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 56 | 105,616 | VOO, DFAX, VIG, SCHF | 13F-HR | 10/31/2025 | 000205243625000002 |
| Q2 2025 | 55 | 103,022 | VOO, DFAX, BIV, VIG | 13F-HR | 8/11/2025 | 000185520525000041 |
| Q1 2025 | 60 | 96,334 | VOO, BIV, DFAX, SCHF | 13F-HR | 5/9/2025 | 000185520525000030 |
| Q4 2024 | 199 | 97,688 | VOO, BIV, DFAX, DFAC | 13F-HR | 2/12/2025 | 000185520525000015 |