| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 80 | 149,272 | VOO, IVV, VEA, USMV | 13F-HR | 4/17/2024 | 000108514624001897 |
| Q4 2023 | 82 | 144,298 | VOO, IVV, VEA, MUB | 13F-HR | 1/31/2024 | 000108514624000582 |
| Q3 2023 | 77 | 132,475 | VOO, IVV, VEA, MUB | 13F-HR | 11/6/2023 | 000108514623004090 |
| Q2 2023 | 84 | 143,316 | VOO, IVV, VEA, MUB | 13F-HR | 7/20/2023 | 000108514623002798 |
| Q1 2023 | 81 | 139,486 | VOO, IVV, MUB, VEA | 13F-HR | 4/14/2023 | 000108514623001693 |
| Q4 2022 | 77 | 131,363 | VOO, IVV, MUB, VEA | 13F-HR | 1/30/2023 | 000108514623000442 |
| Q3 2022 | 61 | 89,164 | VOO, IVV, BNDX, VEA | 13F-HR | 10/13/2022 | 000108514622003382 |
| Q2 2022 | 65 | 94,058 | VOO, VEA, BNDX, IVV | 13F-HR | 7/13/2022 | 000108514622002366 |
| Q1 2022 | 74 | 106,365 | VOO, IVV, VEA, BNDX | 13F-HR | 4/21/2022 | 000108514622001503 |
| Q4 2021 | 81 | 117,408 | VOO, VEA, IVV, BNDX | 13F-HR | 2/14/2022 | 000108514622001027 |
| Q3 2021 | 244 | 109,281 | VOO, VEA, BNDX, IVV | 13F-HR | 10/21/2021 | 000184595021000004 |
| Q2 2021 | 264 | 109,818 | VOO, VEA, BNDX, IVV | 13F-HR | 7/27/2021 | 000184595021000003 |
| Q1 2021 | 228 | 100,709 | VOO, BNDX, VEA, IVV | 13F-HR | 4/16/2021 | 000184595021000002 |
| Q4 2020 | 328 | 123,965 | VOO, VEA, BNDX, IVV | 13F-HR | 2/16/2021 | 000184595021000001 |