| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 64 | 48,671 | AGG, TSLA, VTI, VEU | 13F-HR | 11/18/2024 | 000175496024000577 |
| Q2 2024 | 61 | 44,914 | AGG, VTI, VEU, IVV | 13F-HR | 8/14/2024 | 000175496024000438 |
| Q1 2024 | 59 | 42,218 | AGG, VTI, VEU, IVV | 13F-HR | 5/10/2024 | 000175496024000207 |
| Q4 2023 | 54 | 38,498 | VTI, TSLA, VEU, AGG | 13F-HR | 2/13/2024 | 000175496024000092 |
| Q3 2023 | 44 | 33,019 | TSLA, VTI, VEU, AGG | 13F-HR | 11/13/2023 | 000175496023000333 |
| Q2 2023 | 64 | 84,434 | VTI, BND, TSLA, VXUS | 13F-HR | 8/10/2023 | 000175496023000241 |
| Q1 2023 | 39 | 35,313 | VTI, BND, VXUS, VEU | 13F-HR | 4/27/2023 | 000175496023000133 |
| Q4 2022 | 36 | 32,120 | VTI, BND, VXUS, VEU | 13F-HR | 2/28/2023 | 000175496023000082 |
| Q3 2022 | 36 | 33,426 | VTI, TSLA, BND, VXUS | RESTATEMENT | 12/15/2022 | 000175496022000318 |
| Q2 2022 | 39 | 34,226 | VTI, BND, TSLA, VXUS | 13F-HR | 8/17/2022 | 000175496022000232 |
| Q1 2022 | 49 | 38,188 | TSLA, VTI, VEU, BND | 13F-HR | 6/13/2022 | 000175496022000152 |
| Q4 2021 | 47 | 37,538 | TSLA, VEU, VTI, AGG | 13F-HR | 6/13/2022 | 000175496022000151 |