| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 225 | 79,078 | SGOV, VOO, QQQ, VFLO | 13F-HR | 10/14/2026 | 000211532726000005 |
| Q2 2026 | 186 | 83,043 | SGOV, SCHD, VOO, SCHP | 13F-HR | 7/28/2026 | 000211532726000003 |
| Q1 2026 | 159 | 57,164 | GOVT, SGOV, AAPL, TOK | 13F-HR | 5/11/2026 | 000211532726000002 |