| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 319 | 1,485,165 | VTI, VXUS, IVV, MSFT | 13F-HR | 4/30/2025 | 000108514625002505 |
| Q4 2024 | 319 | 1,496,391 | VTI, VXUS, IVV, MSFT | 13F-HR | 1/27/2025 | 000108514625000505 |
| Q3 2024 | 315 | 1,496,833 | VXUS, VTI, IVV, MSFT | 13F-HR | 10/23/2024 | 000108514624005098 |
| Q2 2024 | 303 | 1,438,976 | VXUS, VTI, IVV, MSFT | 13F-HR | 7/16/2024 | 000108514624003016 |
| Q1 2024 | 308 | 1,417,393 | VXUS, VTI, IVV, MSFT | 13F-HR | 4/24/2024 | 000108514624001988 |
| Q4 2023 | 297 | 1,321,358 | VXUS, VTI, IVV, MSFT | 13F-HR | 1/22/2024 | 000108514624000385 |
| Q3 2023 | 293 | 1,228,337 | VXUS, VTI, IVV, MSFT | 13F-HR | 10/19/2023 | 000108514623003810 |
| Q2 2023 | 287 | 1,257,883 | VXUS, VTI, IVV, MSFT | 13F-HR | 7/24/2023 | 000108514623002884 |
| Q1 2023 | 290 | 1,215,497 | VXUS, VTI, IVV, MSFT | 13F-HR | 4/12/2023 | 000108514623001638 |
| Q4 2022 | 282 | 1,147,450 | VXUS, VTI, IVV, EFG | 13F-HR | 2/6/2023 | 000108514623000701 |
| Q3 2022 | 264 | 1,046,032 | VXUS, VTI, IVV, VGSH | 13F-HR | 10/31/2022 | 000108514622003664 |
| Q2 2022 | 265 | 1,078,785 | VTI, VXUS, EFA, IVV | 13F-HR | 7/26/2022 | 000108514622002610 |
| Q1 2022 | 264 | 1,152,057 | EFG, IVV, VTI, MSFT | 13F-HR | 5/10/2022 | 000108514622001965 |