| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 595 | 130,344 | UNH, IVV, AAPL, VTI | 13F-HR | 7/30/2026 | 000114036126030232 |
| Q1 2026 | 671 | 115,017 | UNH, IVV, XOM, AAPL | 13F-HR | 4/24/2026 | 000114036126016595 |
| Q4 2025 | 613 | 113,128 | UNH, IVV, VTI, AAPL | 13F-HR | 3/5/2026 | 000114036126008049 |