| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 102 | 167,641 | VEA, UTHR, XERS, SCHP | 13F-HR | 10/9/2026 | 000108514626000834 |
| Q2 2026 | 93 | 132,022 | VEA, SCHP, VWO, IJH | 13F-HR | 7/9/2026 | 000208345626000003 |
| Q1 2026 | 83 | 111,944 | VEA, SCHP, VWO, IJH | 13F-HR | 6/22/2026 | 000208345626000002 |
| Q4 2025 | 81 | 104,391 | VEA, VWO, NVDA, IJH | 13F-HR | 6/22/2026 | 000208345626000001 |