| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 39 | 201,898 | VUG, VEA, DFAC, IBTF | 13F-HR | 11/17/2025 | 000205728525000005 |
| Q1 2025 | 36 | 149,488 | VUG, DFAC, VEA, DUHP | 13F-HR | 5/15/2025 | 000205728525000002 |
| Q4 2024 | 36 | 1,306 | VUG, DFAC, VEA, DUHP | 13F-HR | 2/20/2025 | 000205728525000001 |