| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 84 | 126,819 | VOO, QQQ, VCIT, BND | 13F-HR | 10/27/2026 | 000205387726000005 |
| Q2 2026 | 84 | 125,377 | VOO, QQQ, VCIT, BND | 13F-HR | 8/13/2026 | 000205387726000003 |
| Q1 2026 | 80 | 112,023 | VOO, VCIT, VEA, BIV | 13F-HR | 4/30/2026 | 000205387726000002 |
| Q4 2025 | 77 | 109,844 | VOO, QQQ, VCIT, VEA | 13F-HR | 2/11/2026 | 000205387726000001 |