| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 18 | 100,428 | SCHD, SCHB, IGSB, SPGM | 13F-HR | 5/1/2024 | 000170581924000032 |
| Q4 2023 | 18 | 94,413 | SCHD, SCHB, IGSB, SPGM | 13F-HR | 2/9/2024 | 000170581924000019 |
| Q3 2022 | 11 | 53,781 | SCHB, SCHD, SPGM, VCSH | 13F-HR | 11/3/2022 | 000170581922000078 |
| Q2 2022 | 11 | 61,621 | VCSH, SCHB, SPGM, SCHD | 13F-HR | 8/3/2022 | 000170581922000057 |
| Q1 2022 | 11 | 74,085 | VCSH, SCHB, SPGM, SCHD | 13F-HR | 5/12/2022 | 000170581922000042 |
| Q4 2021 | 12 | 79,027 | VCSH, SCHB, SPGM, SCHD | 13F-HR | 2/7/2022 | 000170581922000016 |