| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 54 | 131,974 | VOO, IEFA, BND, SFLR | 13F-HR | 10/14/2026 | 000211045326000005 |
| Q2 2026 | 54 | 130,643 | VOO, BND, IEFA, VO | 13F-HR | 8/3/2026 | 000211045326000004 |
| Q1 2026 | 50 | 115,361 | VOO, BND, IEFA, VO | 13F-HR | 4/23/2026 | 000211045326000002 |
| Q4 2025 | 49 | 112,915 | VOO, BND, IEFA, VO | 13F-HR | 2/10/2026 | 000211045326000001 |