| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 443 | 1,190,768 | VOO, VEA, IJR, SPEM | 13F-HR | 11/10/2026 | 000121465926013898 |
| Q2 2026 | 342 | 839,818 | VOO, VEA, IJR, SPEM | 13F-HR | 9/2/2026 | 000121465926011316 |
| Q1 2026 | 271 | 539,115 | VOO, VEA, IJR, SPEM | 13F-HR | 9/2/2026 | 000121465926011314 |
| Q4 2025 | 196 | 387,826 | VOO, VEA, IJR, SPEM | 13F-HR | 9/2/2026 | 000121465926011312 |