| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 64 | 121,379 | VTI, VEA, DFSV, AVEM | 13F-HR | 8/4/2025 | 000195175725001021 |
| Q1 2025 | 64 | 110,258 | VTI, VEA, DFSV, AVEM | 13F-HR | 5/13/2025 | 000195175725000542 |
| Q4 2024 | 64 | 108,852 | VTI, VEA, DFSV, AAPL | 13F-HR | 3/24/2025 | 000195175725000286 |