| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 57 | 56,638 | IVV, VEA, SCHZ, SPLG | 13F-HR | 10/27/2025 | 000205567025000006 |
| Q2 2025 | 55 | 48,245 | IVV, VEA, SCHZ, SPLG | 13F-HR | 7/16/2025 | 000205567025000004 |
| Q1 2025 | 55 | 48,245 | IVV, VEA, SCHZ, SPLG | 13F-HR | 4/29/2025 | 000205567025000003 |
| Q4 2024 | 56 | 49,831 | IVV, VEA, SCHZ, SPLG | 13F-HR | 2/10/2025 | 000205567025000001 |