| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 231,625 | ITOT, VOO, SCHG, VOOG | 13F-HR | 8/14/2026 | 000121465926010133 |
| Q1 2026 | 32 | 189,492 | ITOT, VOO, SCHG, VOOG | 13F-HR | 5/15/2026 | 000121465926006364 |
| Q4 2025 | 27 | 191,514 | ITOT, VOO, SCHG, VOOG | 13F-HR | 2/17/2026 | 000121465926001915 |