| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 89 | 146,998 | SCHX, SCHG, IVV, BSCS | 13F-HR | 8/14/2025 | 000117266125003347 |
| Q1 2025 | 83 | 133,035 | SCHX, SCHG, BSCS, IVV | 13F-HR | 5/13/2025 | 000117266125001748 |
| Q4 2024 | 71 | 95,594 | SCHX, SCHG, IVV, IBDV | 13F-HR | 2/24/2025 | 000117266125001337 |