| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 75 | 137,522 | VV, IVV, QQQ, VB | 13F-HR | 10/5/2026 | 000209412026000005 |
| Q2 2026 | 67 | 124,657 | VV, IVV, QQQ, VB | 13F-HR | 7/2/2026 | 000209412026000004 |
| Q1 2026 | 66 | 101,165 | VV, IVV, QQQ, VB | 13F-HR | 4/3/2026 | 000209412026000003 |
| Q4 2025 | 55 | 98,793 | VV, IVV, QQQ, VB | 13F-HR | 2/9/2026 | 000209412026000002 |