| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | 133,359 | VUG, VTI, CGDV, LMBS | 13F-HR | 8/13/2026 | 000117266126003410 |
| Q1 2026 | 28 | 114,993 | VUG, VTI, CGDV, LMBS | 13F-HR | 5/13/2026 | 000117266126001814 |
| Q4 2025 | 24 | 113,324 | VUG, VTI, CGDV, VTV | 13F-HR | 3/17/2026 | 000117266126001353 |