| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 218 | 990,198 | IVV, VOO, IUSB, JCPB | 13F-HR | 9/2/2026 | 000175496026000790 |
| Q1 2026 | 189 | 860,398 | VOO, JCPB, IUSB, IVV | 13F-HR | 9/2/2026 | 000175496026000789 |
| Q4 2025 | 192 | 828,801 | VOO, JCPB, IUSB, IVV | 13F-HR | 8/25/2026 | 000175496026000782 |