| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2026 | 80 | 241,661 | CGGR, VOO, CGCV, VO | 13F-HR | 4/15/2026 | 000208367726000002 |
| Q4 2025 | 77 | 238,376 | CGGR, VOO, CGCV, VO | 13F-HR | 1/26/2026 | 000208367726000001 |
| Q3 2025 | 71 | 217,731 | CGGR, VOO, CGCV, VO | 13F-HR | 10/22/2025 | 000208367725000003 |
| Q2 2025 | 60 | 170,382 | CGGR, VOO, CGCV, VO | 13F-HR | 8/27/2025 | 000208367725000001 |