| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 116 | 366,804 | VOO, DYNF, JAVA, FBCG | 13F-HR | 7/17/2026 | 000211606126000003 |
| Q1 2026 | 102 | 318,989 | VOO, DYNF, JAVA, BND | 13F-HR | 4/22/2026 | 000211606126000002 |
| Q4 2025 | 77 | 318,767 | VOO, EFA, BND, SCHG | 13F-HR | 3/5/2026 | 000211606126000001 |