| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 69 | 121,712 | SPY, SPLG, VCRB, VXUS | 13F-HR | 10/24/2025 | 000117266125004420 |
| Q2 2025 | 69 | 114,666 | SPY, SPLG, VCRB, VIG | 13F-HR | 7/22/2025 | 000117266125002664 |
| Q1 2025 | 64 | 101,248 | SPY, SPLG, VCRB, VIG | 13F-HR | 5/9/2025 | 000117266125001623 |
| Q4 2024 | 62 | 104,491 | SPY, MDY, VIG, VCRB | 13F-HR | 2/13/2025 | 000117266125000731 |