| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 105 | 158,146 | JPST, VOO, GBIL, MSFT | 13F-HR | 8/14/2025 | 000205665325000002 |
| Q1 2025 | 104 | 137,400 | VOO, JPST, GBIL, IEFA | 13F-HR | 5/8/2025 | 000151094025000001 |
| Q4 2024 | 101 | 126,194 | VOO, JPST, GBIL, AAPL | 13F-HR | 2/18/2025 | 000205665325000001 |