| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 67 | 137,867 | VOO, VUG, MUNI, IEFA | 13F-HR | 11/5/2026 | 000139834426019623 |
| Q2 2026 | 73 | 125,783 | VUG, VOO, IEFA, MUNI | 13F-HR | 8/10/2026 | 000139834426013876 |
| Q1 2026 | 76 | 111,642 | VUG, VOO, IEFA, VO | 13F-HR | 5/11/2026 | 000139834426008891 |
| Q4 2025 | 78 | 108,712 | VUG, VO, VOO, IEFA | 13F-HR | 2/13/2026 | 000139834426003144 |