| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 20 | 104,732 | VTI, VIG, VYM, IVV | 13F-HR | 11/3/2026 | 000211068726000004 |
| Q2 2026 | 18 | 103,616 | VTI, VIG, VYM, IVV | 13F-HR | 8/17/2026 | 000211068726000003 |
| Q1 2026 | 20 | 103,630 | VTI, VYM, VIG, IVV | 13F-HR | 4/24/2026 | 000211068726000002 |
| Q4 2025 | 20 | 104,416 | VTI, VIG, VYM, IVV | 13F-HR | 2/12/2026 | 000211068726000001 |