| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | 194,485 | VTI, DGRO, VXUS, SPY | 13F-HR | 8/14/2026 | 000209400426000006 |
| Q1 2026 | 37 | 103,273 | VTI, DGRO, VXUS, VTIP | 13F-HR | 5/12/2026 | 000209400426000005 |
| Q4 2025 | 43 | 121,403 | VTI, DGRO, VXUS, IQLT | 13F-HR | 2/12/2026 | 000209400426000001 |