| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 668 | 222,721 | SCHB, SCHF, VTI, SCHR | 13F-HR | 8/12/2026 | 000211838026000003 |
| Q1 2026 | 77 | 193,163 | SCHF, SCHB, SCHX, VTI | 13F-HR | 4/29/2026 | 000211838026000002 |
| Q4 2025 | 68 | 162,170 | SCHX, SCHF, SCHR, VTI | 13F-HR | 3/11/2026 | 000211838026000001 |