| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 203 | 326,002 | 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 | 264,639 | VTI, AAPL, GAL, VEA | 13F-HR | 11/12/2025 | 000209514325000002 |
| Q4 2024 | 168 | 251,757 | VTI, AAPL, GAL, VEA | 13F-HR | 11/12/2025 | 000209514325000001 |