| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 60 | 185,781 | VOO, PYLD, HCI, CGBL | 13F-HR | 1/20/2026 | 000208397726000002 |
| Q3 2025 | 63 | 175,462 | VOO, HCI, PYLD, CGBL | 13F-HR | 10/20/2025 | 000208397725000003 |
| Q2 2025 | 56 | 156,038 | VOO, CGBL, PYLD, HCI | 13F-HR | 9/19/2025 | 000208397725000002 |
| Q1 2025 | 52 | 131,267 | VOO, CGBL, HCI, PYLD | 13F-HR | 9/19/2025 | 000208397725000001 |