| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 65 | 135,991 | VCIT, BRK-B, SPY, VUSB | 13F-HR | 11/4/2025 | 000205898625000003 |
| Q2 2025 | 61 | 123,495 | VCIT, BRK-B, SPY, VUSB | 13F-HR | 7/23/2025 | 000108514625004068 |
| Q1 2025 | 56 | 120,609 | VCIT, BRK-B, SPY, VUSB | 13F-HR | 5/6/2025 | 000108514625002663 |
| Q4 2024 | 53 | 116,733 | VCIT, BRK-B, SPY, VUSB | 13F-HR | 3/10/2025 | 000108514625001822 |