| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 42 | 104,592 | VOO, VUSB, VTI, VGSH | 13F-HR | 10/13/2026 | 000175496026000848 |
| Q2 2026 | 43 | 106,148 | VOO, VUSB, VTI, VGSH | 13F-HR | 7/7/2026 | 000175496026000408 |
| Q1 2026 | 40 | 100,733 | VUSB, VOO, VTI, VGSH | 13F-HR | 4/7/2026 | 000175496026000206 |
| Q4 2025 | 39 | 101,855 | VUSB, VOO, VTI, VGSH | 13F-HR | 1/23/2026 | 000175496026000106 |