| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 73 | 201,347 | VTI, QQQ, IJH, FVD | 13F-HR | 10/27/2025 | 000195175725001213 |
| Q2 2025 | 63 | 180,303 | VTI, QQQ, FVD, IJH | 13F-HR | 7/15/2025 | 000195175725000838 |
| Q1 2025 | 58 | 161,089 | VTI, QQQ, FVD, IJH | 13F-HR | 4/21/2025 | 000195175725000387 |
| Q4 2024 | 59 | 165,008 | VTI, QQQ, IJH, FVD | 13F-HR | 1/29/2025 | 000195175725000140 |