| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 80 | 126,851 | VOO, SPSB, VUG, DFAC | 13F-HR | 11/10/2025 | 000206488325000003 |
| Q2 2025 | 77 | 116,199 | VOO, SPSB, VUG, DFAC | 13F-HR | 7/23/2025 | 000206488325000002 |
| Q1 2025 | 76 | 107,873 | VOO, SPSB, VUG, DFAC | 13F-HR | 5/1/2025 | 000206488325000001 |