| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 72 | 289,802 | VOO, EZY, DGRW, VXUS | 13F-HR | 7/29/2026 | 000176538026000241 |
| Q1 2026 | 57 | 246,892 | VOO, DGRW, VCRB, EZY | 13F-HR | 5/12/2026 | 000176538026000206 |
| Q4 2025 | 58 | 239,279 | VOO, DGRW, VCRB, EZY | 13F-HR | 2/10/2026 | 000176538026000090 |