| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 151 | 534,942 | VOO, VGIT, RSP, VEA | 13F-HR | 10/17/2025 | 000195175725001167 |
| Q1 2025 | 79 | 348,923 | VOO, VGIT, VEA, RSP | 13F-HR | 4/11/2025 | 000195175725000319 |
| Q4 2024 | 74 | 323,024 | VGIT, VOO, MSFT, RSP | 13F-HR | 2/7/2025 | 000195175725000202 |
| Q2 2024 | 158 | 478,739 | VOO, VGIT, VEA, RSP | 13F-HR | 7/15/2025 | 000195175725000843 |