| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 204 | 244,009 | VOO, SPLG, VEA, FIXD | 13F-HR | 11/14/2024 | 000117266124004884 |
| Q2 2024 | 185 | 221,496 | VOO, SPLG, FIXD, VEA | 13F-HR | 8/2/2024 | 000117266124003046 |
| Q1 2024 | 180 | 214,847 | VOO, FIXD, FTCS, SPLG | 13F-HR | 5/10/2024 | 000117266124002160 |
| Q4 2023 | 175 | 199,696 | VOO, FIXD, FTCS, SPLG | 13F-HR | 2/8/2024 | 000117266124000602 |
| Q3 2023 | 157 | 179,732 | VOO, FIXD, FTCS, SPLG | 13F-HR | 11/14/2023 | 000117266123003966 |
| Q2 2023 | 156 | 184,221 | VOO, FIXD, FTCS, SPLG | 13F-HR | 8/11/2023 | 000117266123002895 |
| Q1 2023 | 144 | 179,735 | VOO, FIXD, FTCS, VEA | 13F-HR | 5/4/2023 | 000117266123001827 |
| Q4 2022 | 147 | 182,554 | VOO, FTCS, FIXD, VEA | 13F-HR | 2/6/2023 | 000117266123000460 |
| Q3 2022 | 132 | 171,061 | VOO, FIXD, FTCS, VEA | 13F-HR | 11/23/2022 | 000160658722002373 |
| Q2 2022 | 128 | 180,414 | VOO, VEA, FTCS, FIXD | 13F-HR | 8/1/2022 | 000160658722001551 |
| Q1 2022 | 134 | 199,479 | VOO, VEA, FTCS, SPLG | RESTATEMENT | 5/2/2022 | 000160658722000854 |
| Q4 2021 | 535 | 239,589 | VOO, VEA, SPLG, FIXD | 13F-HR | 2/2/2022 | 000160658722000283 |
| Q3 2021 | 104 | 199,667 | VOO, VEA, FIXD, SPLG | 13F-HR | 2/23/2022 | 000160658722000608 |
| Q2 2021 | 101 | 195,401 | VOO, VEA, FIXD, SPLG | 13F-HR | 2/22/2022 | 000160658722000606 |
| Q1 2021 | 100 | 185,602 | VOO, VEA, FIXD, FTC | 13F-HR | 2/22/2022 | 000160658722000604 |
| Q4 2020 | 100 | 186,793 | VOO, SPLG, VEA, FTC | 13F-HR | 2/16/2022 | 000160658722000580 |