| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 20 | 385,365 | VTI, SCHG, QQQ, SCHD | 13F-HR | 11/3/2025 | 000206648825000001 |
| Q2 2025 | 18 | 311,639 | VTI, SCHG, QQQ, SCHD | 13F-HR | 7/23/2025 | 000108514625004078 |
| Q1 2025 | 17 | 251,303 | VTI, SCHG, SCHD, QQQ | 13F-HR | 5/7/2025 | 000108514625002741 |