| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 54 | 107,199 | VTI, VEA, VIG, BND | 13F-HR | 10/14/2026 | 000208585326001167 |
| Q2 2026 | 54 | 106,926 | VTI, VEA, VIG, BND | 13F-HR | 7/27/2026 | 000208585326000865 |
| Q1 2026 | 53 | 96,556 | VTI, VEA, VIG, BND | 13F-HR | 4/21/2026 | 000208585326000445 |
| Q4 2025 | 54 | 100,115 | VTI, VEA, VIG, BND | 13F-HR | 2/2/2026 | 000208585326000165 |