| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 98 | 146,245 | IVV, SPY, VTI, IJH | 13F-HR | 10/15/2026 | 000210593326000011 |
| Q2 2026 | 99 | 141,972 | IVV, SPY, VTI, IJH | 13F-HR | 7/21/2026 | 000210593326000009 |
| Q1 2026 | 91 | 125,155 | IVV, SPY, VTI, IJH | 13F-HR | 4/9/2026 | 000210593326000005 |
| Q4 2025 | 94 | 127,274 | IVV, SPY, VTI, IJH | 13F-HR | 1/20/2026 | 000210593326000003 |