| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 141 | 764,067 | VOO, BND, SCHG, SPDW | 13F-HR | 10/29/2026 | 000208585326001336 |
| Q1 2026 | 135 | 667,386 | VOO, BND, SCHG, SPY | 13F-HR | 4/24/2026 | 000208585326000496 |
| Q4 2025 | 116 | 655,091 | VOO, SPY, MDY, BND | 13F-HR | 2/17/2026 | 000208585326000265 |