| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 127 | 184,652 | AAPL, VTI, VIG, MSFT | 13F-HR | 10/13/2026 | 000210514626000004 |
| Q2 2026 | 134 | 186,437 | AAPL, VIG, VTI, VOO | 13F-HR | 7/23/2026 | 000210514626000003 |
| Q1 2026 | 123 | 169,586 | AAPL, VIG, VTI, VOO | 13F-HR | 4/21/2026 | 000210514626000002 |
| Q4 2025 | 128 | 173,570 | AAPL, MSFT, VIG, VTI | 13F-HR | 1/15/2026 | 000210514626000001 |