| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 225 | 671,741 | IVV, VUG, NVDA, VFLO | 13F-HR | 11/12/2026 | 000195175726001854 |
| Q2 2026 | 234 | 653,267 | IVV, VUG, NVDA, AAPL | 13F-HR | 8/7/2026 | 000195175726001167 |
| Q1 2026 | 222 | 571,388 | IVV, VUG, AAPL, NVDA | 13F-HR | 5/14/2026 | 000195175726000869 |
| Q4 2025 | 272 | 720,016 | IVV, VUG, AAPL, IEFA | 13F-HR | 2/10/2026 | 000195175726000415 |