| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2026 | 82 | 125,863 | SPY, VOO, VOOV, LGOV | 13F-HR | 6/4/2026 | 000213728026000006 |
| Q4 2025 | 68 | 129,617 | VOO, VOOV, LGOV, SPY | 13F-HR | 6/4/2026 | 000213728026000001 |
| Q3 2025 | 64 | 123,223 | VOO, VOOV, LGOV, BND | 13F-HR | 6/4/2026 | 000213728026000005 |
| Q2 2025 | 59 | 100,770 | VOOV, VOO, CGCP, LGOV | 13F-HR | 6/4/2026 | 000213728026000004 |
| Q1 2025 | 58 | 100,120 | VOOV, CGCP, VOO, LGOV | 13F-HR | 6/4/2026 | 000213728026000003 |
| Q4 2024 | 57 | 96,188 | VOOV, CGCP, VOO, PJUL | 13F-HR | 6/4/2026 | 000213728026000002 |