| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 32 | 260,600 | VOO, CGGR, BND, CGBL | 13F-HR | 10/21/2025 | 000121465925015127 |
| Q2 2025 | 32 | 229,519 | VOO, CGGR, BND, CGBL | 13F-HR | 7/17/2025 | 000121465925010504 |
| Q1 2025 | 33 | 201,037 | VOO, CGGR, BND, GLD | 13F-HR | 4/18/2025 | 000121465925006107 |
| Q4 2024 | 33 | 189,773 | VOO, CGGR, BND, GLD | 13F-HR | 4/18/2025 | 000121465925006105 |