| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 162 | 220,308 | VOO, VEA, AVIG, AVES | 13F-HR | 8/6/2026 | 000195175726001096 |
| Q1 2026 | 167 | 179,022 | VOO, VEA, AVIG, BIV | 13F-HR | 4/24/2026 | 000195175726000733 |
| Q4 2025 | 175 | 162,487 | VOO, VEA, AAPL, MSFT | 13F-HR | 3/3/2026 | 000195175726000502 |