| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 609 | 119,363 | IVV, IJH, VTI, NVDA | 13F-HR | 7/21/2026 | 000213399126000003 |
| Q1 2026 | 597 | 102,857 | IVV, IJH, VTI, NVDA | 13F-HR | 5/11/2026 | 000213399126000002 |
| Q4 2025 | 630 | 101,827 | IVV, IJH, VTI, NVDA | 13F-HR | 5/11/2026 | 000213399126000001 |