| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 1,702 | 357,963 | SPTM, VOO, IEFA, VEA | 13F-HR | 8/6/2025 | 000205496625000003 |
| Q1 2025 | 994 | 318,568 | SPTM, VOO, IEFA, VEA | 13F-HR | 4/10/2025 | 000205496625000002 |
| Q4 2024 | 521 | 302,814 | VOO, SPTM, VEA, BND | 13F-HR | 2/7/2025 | 000205496625000001 |