| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 48 | 111,217 | SCHX, SGOV, VTI, SCHB | 13F-HR | 8/12/2025 | 000175496025000584 |
| Q1 2025 | 48 | 98,509 | SGOV, SCHX, VTI, SCHB | 13F-HR | 8/12/2025 | 000175496025000585 |
| Q4 2024 | 44 | 95,657 | SGOV, SCHX, VTI, SCHB | 13F-HR | 8/12/2025 | 000175496025000586 |
| Q3 2024 | 43 | 91,090 | SGOV, VTI, SCHX, SCHB | 13F-HR | 8/12/2025 | 000175496025000587 |