| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 352 | 260,769 | VOO, SCHG, VTV, FENI | 13F-HR | 7/23/2026 | 000212677326000003 |
| Q1 2026 | 410 | 222,022 | VOO, SCHG, VTV, FENI | 13F-HR | 4/22/2026 | 000212677326000002 |
| Q4 2025 | 483 | 199,641 | VOO, SCHG, VTV, MSFT | 13F-HR | 4/22/2026 | 000212677326000001 |