| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 229 | 426,883 | VTI, AAPL, VEA, AMZN | 13F-HR | 10/26/2026 | 000209514326000006 |
| Q2 2026 | 226 | 402,705 | VTI, AAPL, VEA, GAL | 13F-HR | 8/3/2026 | 000209514326000005 |
| Q1 2026 | 215 | 356,964 | VTI, AAPL, VEA, GAL | 13F-HR | 4/30/2026 | 000209514326000002 |
| Q4 2025 | 214 | 338,402 | VTI, AAPL, VEA, GAL | 13F-HR | 2/3/2026 | 000209514326000001 |
| Q3 2025 | 203 | 326,003 | VTI, AAPL, VEA, GAL | 13F-HR | 11/12/2025 | 000209514325000004 |
| Q2 2025 | 199 | 302,244 | VTI, AAPL, GAL, VEA | 13F-HR | 11/12/2025 | 000209514325000003 |
| Q1 2025 | 179 | 264,640 | VTI, AAPL, GAL, VEA | 13F-HR | 11/12/2025 | 000209514325000002 |
| Q4 2024 | 168 | 251,758 | VTI, AAPL, GAL, VEA | 13F-HR | 11/12/2025 | 000209514325000001 |