| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2022 | 34 | 122,056 | SH, BIL, SCHD, VTV | 13F-HR | 11/9/2022 | 000160658722002209 |
| Q2 2022 | 66 | 169,146 | SH, VUG, JPST, BIL | 13F-HR | 8/15/2022 | 000160658722001779 |
| Q1 2022 | 63 | 178,821 | VOO, SH, SHV, VTIP | 13F-HR | 5/12/2022 | 000160658722001122 |
| Q4 2021 | 60 | 144,203 | VTI, MOAT, ITOT, IVV | 13F-HR | 2/9/2022 | 000160658722000447 |
| Q3 2021 | 49 | 143,245 | VOO, MOAT, ITOT, IVV | 13F-HR | 11/10/2021 | 000160658721001575 |
| Q2 2021 | 26 | 137,685 | VTI, ITOT, IVV, IJR | 13F-HR | 8/3/2021 | 000160658721000998 |
| Q1 2021 | 83 | 127,493 | VTI, ITOT, IJR, IEMG | 13F-HR | 5/10/2021 | 000160658721000654 |
| Q4 2020 | 84 | 140,768 | ACWI, ITOT, IJR, VT | 13F-HR | 2/4/2021 | 000160658721000188 |
| Q3 2020 | 80 | 135,338 | VUG, QQQ, SPY, IWP | 13F-HR | 10/30/2020 | 000160658720001148 |
| Q2 2020 | 27 | 125,189 | VTI, QQQ, IWY, SPY | 13F-HR | 8/13/2020 | 000160658720000962 |
| Q1 2020 | 23 | 92,674 | SHV, LQD, NEAR, USMV | 13F-HR | 5/13/2020 | 000160658720000673 |
| Q4 2019 | 31 | 141,128 | BIL, NEAR, SPLG, USMV | 13F-HR | 2/14/2020 | 000160658720000315 |