| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 57 | 162,637 | VEA, VUG, VTV, AGG | 13F-HR | 5/8/2024 | 000196422624000002 |
| Q4 2023 | 55 | 143,997 | VEA, SPTI, VUG, VTV | 13F-HR | 1/23/2024 | 000196422624000001 |
| Q3 2023 | 49 | 128,171 | SPTI, VEA, VUG, VTV | 13F-HR | 11/14/2023 | 000196422623000004 |
| Q2 2023 | 53 | 135,532 | SPTI, VEA, VUG, VTV | 13F-HR | 8/14/2023 | 000196422623000003 |
| Q1 2023 | 57 | 120,534 | VOO, IWY, IWX, IEMG | 13F-HR | 4/20/2023 | 000196422623000002 |
| Q4 2022 | 59 | 113,927 | VOO, IWY, IWX, IEMG | 13F-HR | 2/7/2023 | 000196422623000001 |