| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 123 | 246,633 | IJH, IWM, SPY, EFA | 13F-HR | 10/22/2025 | 000206712625000004 |
| Q2 2025 | 125 | 222,731 | IJH, SPY, EFA, MSFT | 13F-HR | 8/11/2025 | 000206712625000003 |
| Q1 2025 | 116 | 223,802 | IJH, SPY, EFA, AAPL | 13F-HR | 5/6/2025 | 000206712625000002 |
| Q4 2024 | 115 | 227,770 | IJH, SPY, EFA, AAPL | 13F-HR | 5/6/2025 | 000206712625000001 |