| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 29 | 67,030 | VOO, VXUS, VXF, VTI | 13F-HR | 10/7/2025 | 000175496025000643 |
| Q2 2025 | 26 | 60,710 | VOO, VXUS, VTI, VXF | 13F-HR | 7/7/2025 | 000175496025000325 |
| Q1 2025 | 26 | 52,822 | VOO, VXUS, VTI, VXF | 13F-HR | 4/15/2025 | 000175496025000193 |
| Q4 2024 | 20 | 48,992 | VOO, VXUS, VXF, VTI | 13F-HR | 2/13/2025 | 000175496025000142 |