| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 442 | 116,995 | SCHG, VTI, IVV, VTV | 13F-HR | 1/26/2026 | 000139834426001149 |
| Q3 2025 | 409 | 111,746 | VTI, SCHG, IVV, VTV | 13F-HR | 10/17/2025 | 000139834425019249 |
| Q2 2025 | 412 | 104,721 | VTI, SCHG, IVV, VTV | 13F-HR | 7/29/2025 | 000139834425013949 |