| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 55 | 147,883 | VTI, GOOG, GOOGL, UBER | NEW HOLDINGS | 7/30/2026 | 000117266126002956 |
| Q2 2026 | 56 | 148,021 | MSFT, DIS, VWO, FXI | 13F-HR | 7/22/2026 | 000117266126002748 |
| Q1 2026 | 53 | 119,616 | VTI, GOOG, GOOGL, UBER | 13F-HR | 5/14/2026 | 000117266126001981 |
| Q4 2025 | 50 | 110,042 | VTI, GOOG, GOOGL, ABNB | 13F-HR | 4/2/2026 | 000117266126001366 |