| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 130 | 282,508 | VOO, VUG, IVV, DYNF | 13F-HR | 2/5/2026 | 000205378626000001 |
| Q3 2025 | 133 | 261,821 | VOO, VUG, IVV, DYNF | 13F-HR | 11/7/2025 | 000205378625000006 |
| Q2 2025 | 82 | 165,876 | VOO, VUG, SCHD, IVV | 13F-HR | 8/11/2025 | 000205378625000004 |
| Q1 2025 | 600 | 239,486 | VOO, VUG, IVV, SCHD | 13F-HR | 4/29/2025 | 000205378625000003 |
| Q4 2024 | 639 | 232,546 | VOO, VUG, IVV, IUSV | 13F-HR | 2/6/2025 | 000205378625000001 |