| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 37 | 124,617 | IVV, QQQ, IVW, IEFA | 13F-HR | 11/5/2025 | 000205253825000011 |
| Q2 2025 | 36 | 117,282 | IVV, QQQ, IVW, IEFA | 13F-HR | 7/25/2025 | 000205253825000007 |
| Q1 2025 | 34 | 105,340 | IVV, QQQ, IVW, IEFA | 13F-HR | 5/6/2025 | 000205253825000004 |
| Q4 2024 | 34 | 108,446 | IVV, QQQ, IVW, IEFA | 13F-HR | 2/13/2025 | 000205253825000002 |