| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 44 | 108,298 | VUG, BND, VOO, IAU | 13F-HR | 2/13/2025 | 000195175725000251 |
| Q3 2024 | 40 | 105,207 | VUG, VOO, IAU, BND | 13F-HR | 2/13/2025 | 000195175725000253 |
| Q2 2024 | 40 | 98,779 | VUG, SHY, VOO, IAU | 13F-HR | 2/13/2025 | 000195175725000255 |
| Q1 2024 | 41 | 96,646 | VUG, SHY, VOO, IAU | 13F-HR | 2/13/2025 | 000195175725000254 |
| Q4 2023 | 39 | 90,320 | VUG, SHY, VTV, IAU | 13F-HR | 2/14/2025 | 000195175725000270 |