| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 379 | 712,560 | AAPL, NVDA, VT, AMZN | 13F-HR | 10/19/2026 | 000211140326000005 |
| Q2 2026 | 383 | 686,517 | AAPL, NVDA, VT, GOOGL | 13F-HR | 7/21/2026 | 000211140326000003 |
| Q1 2026 | 360 | 595,496 | AAPL, NVDA, VT, VUG | 13F-HR | 4/21/2026 | 000211140326000002 |
| Q4 2025 | 361 | 593,596 | AAPL, NVDA, VUG, AMZN | 13F-HR | 2/12/2026 | 000211140326000001 |