| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | 134,900 | VOO, VEA, AVLC, SCHO | 13F-HR | 7/21/2026 | 000211035726000003 |
| Q1 2026 | 50 | 121,846 | VOO, VEA, XOM, AVLC | 13F-HR | 4/27/2026 | 000211035726000002 |
| Q4 2025 | 48 | 107,245 | VOO, VEA, AVLC, SCHO | 13F-HR | 2/10/2026 | 000211035726000001 |