| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 132 | 326,412 | VOO, SPLG, VXUS, SPAB | 13F-HR | 7/15/2026 | 000208585326000744 |
| Q1 2026 | 125 | 291,166 | VOO, SPLG, VXUS, SPAB | 13F-HR | 4/22/2026 | 000208585326000461 |
| Q4 2025 | 120 | 285,937 | VOO, SPLG, VXUS, SPDW | 13F-HR | 4/10/2026 | 000208585326000331 |