| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 34 | 291,817 | VOO, MTK, OEF, VEA | 13F-HR | 10/10/2025 | 000205408325000002 |
| Q2 2025 | 35 | 271,411 | VOO, VEA, SPSB, BILS | 13F-HR | 7/30/2025 | 000190838025000007 |
| Q1 2025 | 33 | 242,392 | VOO, VEA, SPSB, BILS | 13F-HR | 5/9/2025 | 000184297425000008 |
| Q4 2024 | 33 | 242,564 | VOO, VEA, SPSB, BILS | 13F-HR | 2/7/2025 | 000180058625000002 |