| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 62 | 113,455 | VTI, VXUS, BND, SPY | 13F-HR | 10/26/2026 | 000210915626000005 |
| Q2 2026 | 61 | 109,542 | VTI, VXUS, BND, SPY | 13F-HR | 8/6/2026 | 000210915626000003 |
| Q1 2026 | 58 | 94,281 | VTI, VXUS, BND, SPY | 13F-HR | 5/15/2026 | 000210915626000002 |
| Q4 2025 | 54 | 92,990 | VTI, BND, VXUS, SPY | 13F-HR | 2/19/2026 | 000210915626000001 |