| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 81 | 168,862 | VTI, DFAC, SCHZ, VT | 13F-HR | 10/13/2026 | 000210725526000004 |
| Q2 2026 | 77 | 172,274 | VTI, DFAC, SCHZ, VT | 13F-HR | 7/21/2026 | 000210725526000003 |
| Q1 2026 | 73 | 153,180 | VTI, VT, SCHZ, IAU | 13F-HR | 4/21/2026 | 000210725526000002 |
| Q4 2025 | 74 | 160,157 | VTI, VT, SCHZ, IAU | 13F-HR | 1/30/2026 | 000210725526000001 |