| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 64 | 103,178 | VUG, IVV, VIG, VV | 13F-HR | 10/7/2025 | 000117266125004179 |
| Q2 2025 | 60 | 99,106 | VUG, VIG, VV, IVV | 13F-HR | 7/14/2025 | 000117266125002573 |
| Q1 2025 | 57 | 92,630 | VUG, VIG, IVV, VV | 13F-HR | 5/12/2025 | 000117266125001719 |
| Q4 2024 | 58 | 93,741 | VUG, VIG, VV, IVV | 13F-HR | 5/12/2025 | 000117266125001718 |