| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,822 | 537,385 | VTI, VEU, VT, LLY | 13F-HR | 8/14/2026 | 000198615226000159 |
| Q1 2026 | 2,015 | 483,325 | VTI, VEU, MSFT, VT | 13F-HR | 6/24/2026 | 000198615226000092 |
| Q4 2025 | 1,752 | 469,468 | VTI, VEU, MSFT, AAPL | 13F-HR | 6/24/2026 | 000198615226000093 |