| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 264 | 390,134 | IVV, VTI, MSFT, GOOGL | 13F-HR | 8/7/2026 | 000110465926092660 |
| Q1 2026 | 247 | 323,650 | VTI, IVV, MSFT, GOOGL | 13F-HR | 5/12/2026 | 000110465926059190 |
| Q4 2025 | 243 | 340,325 | MSFT, VTI, IVV, GOOGL | 13F-HR | 2/13/2026 | 000110465926014890 |