| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 205 | 136,075 | NVDA, IVV, AGG, ACWX | 13F-HR | 10/16/2026 | 000213477926000004 |
| Q2 2026 | 199 | 129,829 | NVDA, IVV, AGG, ACWX | 13F-HR | 7/31/2026 | 000213477926000002 |
| Q1 2026 | 137 | 93,624 | NVDA, IVV, SUB, AGG | 13F-HR | 5/13/2026 | 000213477926000001 |