| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 152 | 113,068 | AGG, SUB, IVV, ACWX | 13F-HR | 8/4/2026 | 000209016526000003 |
| Q1 2026 | 138 | 99,029 | AGG, SUB, IVV, ISTB | 13F-HR | 4/29/2026 | 000209016526000002 |
| Q4 2025 | 134 | 96,560 | AGG, SUB, IVV, AAPL | 13F-HR | 1/26/2026 | 000209016526000001 |
| Q3 2025 | 108 | 68,651 | AGG, SUB, ISTB, IVV | 13F-HR | 10/23/2025 | 000209016525000001 |