| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 430 | 125,130 | VOO, EFA, JPST, IBDT | 13F-HR | 7/18/2025 | 000090572925000125 |
| Q1 2025 | 449 | 110,173 | VOO, JPST, EFA, IBDT | 13F-HR | 4/14/2025 | 000090572925000073 |
| Q4 2024 | 454 | 107,127 | VOO, JPST, IBDT, IVV | 13F-HR | 2/3/2025 | 000090572925000024 |