| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 75 | 226,144 | VTV, IEFA, VUG, GOVT | 13F-HR | 5/6/2024 | 000108514624002288 |
| Q4 2023 | 72 | 210,502 | VTV, VUG, IEFA, IWF | 13F-HR | 1/16/2024 | 000108514624000251 |
| Q3 2023 | 70 | 190,727 | VTV, VUG, IWF, IJR | 13F-HR | 11/6/2023 | 000108514623004136 |
| Q2 2023 | 72 | 198,786 | VUG, VTV, IWF, IJR | 13F-HR | 8/7/2023 | 000108514623003149 |
| Q1 2023 | 72 | 191,640 | VTV, VUG, IWF, IJR | 13F-HR | 5/12/2023 | 000108514623002303 |
| Q4 2022 | 69 | 178,531 | VTV, VUG, VEA, IJR | 13F-HR | 1/31/2023 | 000108514623000492 |
| Q3 2022 | 70 | 181,092 | VTV, VUG, IJR, VEA | 13F-HR | 11/21/2022 | 000108514622004196 |
| Q2 2022 | 65 | 172,777 | VTV, VUG, IEFA, GOVT | 13F-HR | 8/4/2022 | 000108514622002780 |
| Q1 2022 | 72 | 238,732 | VTV, VUG, IEFA, SHY | 13F-HR | 4/20/2022 | 000108514622001466 |
| Q4 2021 | 74 | 245,175 | VTV, VUG, SHY, BSV | 13F-HR | 2/23/2022 | 000108514622001202 |