| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 98 | 144,636 | UDR, QQQ, VTI, GOOGL | 13F-HR | 8/14/2026 | 000195175726001269 |
| Q1 2026 | 89 | 106,061 | VTI, QQQ, AMZN, GOOGL | 13F-HR | 5/15/2026 | 000195175726000877 |
| Q4 2025 | 91 | 108,638 | VTI, QQQ, AMZN, GOOGL | 13F-HR | 2/13/2026 | 000195175726000439 |