| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 28 | 122,050 | VOOG, BIV, QQQ, CGDV | 13F-HR | 11/10/2025 | 000195175725001366 |
| Q2 2025 | 27 | 114,334 | VOOG, BIL, QQQ, CGDV | 13F-HR | 11/10/2025 | 000195175725001358 |
| Q1 2025 | 30 | 105,205 | VOOG, QQQ, CGDV, VCIT | 13F-HR | 11/10/2025 | 000195175725001357 |
| Q4 2024 | 27 | 109,168 | VOOG, QQQ, CGDV, VOOV | 13F-HR | 11/10/2025 | 000195175725001356 |