| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 29 | 192,785 | VTI, VXUS, BND, VOO | 13F-HR | 11/3/2026 | 000195175726001797 |
| Q2 2026 | 31 | 175,803 | VTI, VXUS, BND, VOO | 13F-HR | 7/24/2026 | 000195175726001066 |
| Q1 2026 | 29 | 139,943 | VTI, VXUS, BND, VOO | 13F-HR | 5/8/2026 | 000195175726000802 |
| Q4 2025 | 24 | 106,561 | VTI, VXUS, BND, VEU | 13F-HR | 5/26/2026 | 000195175726000890 |