| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 33 | 676,970 | Fidelity, IVV, Lincoln, Putnam | 13F-HR | 2/13/2026 | 000208147426000003 |
| Q3 2025 | 49 | 280,336 | IVV, AGG, SCHG, SCHF | 13F-HR | 12/5/2025 | 000208147425000003 |
| Q2 2025 | 33 | 221,560 | IVV, SCHF, AGG, SCHG | 13F-HR | 9/29/2025 | 000208147425000001 |