| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 182 | 173,877 | IVV, SPY, VTI, GLD | 13F-HR | 2/9/2026 | 000198615226000017 |
| Q3 2025 | 159 | 155,945 | IVV, SPY, VTI, GLD | 13F-HR | 10/30/2025 | 000198615225000095 |
| Q2 2025 | 149 | 144,383 | IVV, SPY, VTI, GLD | 13F-HR | 7/24/2025 | 000205553225000001 |
| Q4 2024 | 135 | 128,220 | IVV, SPY, VTI, GOVT | 13F-HR | 2/7/2025 | 000198615225000023 |