| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 479 | 774,639 | NVDA, VTI, VUG, AAPL | 13F-HR | 10/21/2025 | 000206681225000006 |
| Q2 2025 | 451 | 620,404 | NVDA, VTI, VUG, AAPL | 13F-HR | 8/1/2025 | 000206681225000005 |
| Q1 2025 | 425 | 582,087 | VTI, NVDA, AAPL, VUG | 13F-HR | 5/6/2025 | 000206681225000004 |