| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 88 | 185,930 | VCSH, VO, SCHG, VEA | 13F-HR | 11/14/2025 | 000175496025000794 |
| Q2 2025 | 78 | 157,377 | VCSH, SCHG, VO, VEA | 13F-HR | 11/24/2025 | 000175496025000806 |
| Q1 2025 | 70 | 116,813 | VCSH, SCHG, VO, AAPL | 13F-HR | 11/24/2025 | 000175496025000805 |
| Q4 2024 | 64 | 95,511 | VCSH, SCHG, AAPL, CWB | 13F-HR | 11/24/2025 | 000175496025000804 |