| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 71 | 138,960 | SPY, VTI, VXUS, QQQ | 13F-HR | 10/14/2026 | 000208585326001176 |
| Q2 2026 | 75 | 145,174 | SPY, VTI, LQD, VXUS | 13F-HR | 7/16/2026 | 000208585326000756 |
| Q1 2026 | 83 | 132,350 | SPY, VTI, QQQ, VXUS | 13F-HR | 4/14/2026 | 000208585326000371 |
| Q4 2025 | 85 | 134,962 | SPY, VTI, QQQ, IJH | 13F-HR | 1/28/2026 | 000208585326000114 |