| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 29 | 288,634 | JCPB, CSCO, JPHY, NVDA | 13F-HR | 11/3/2023 | 000147817923000007 |
| Q2 2023 | 30 | 302,434 | VOO, BND, SPY, IEFA | 13F-HR | 7/31/2023 | 000147817923000003 |
| Q1 2023 | 29 | 291,384 | VOO, BND, SPY, IEFA | 13F-HR | 5/10/2023 | 000147817923000002 |
| Q4 2022 | 27 | 261,085 | VOO, SPY, BND, IEFA | 13F-HR | 2/2/2023 | 000147817923000001 |
| Q3 2022 | 33 | 241,369 | VOO, SPY, BND, IJH | 13F-HR | 11/1/2022 | 000147817922000004 |
| Q2 2022 | 29 | 257,217 | VOO, SPY, BND, IEFA | 13F-HR | 7/29/2022 | 000147817922000003 |
| Q1 2022 | 32 | 295,818 | VOO, SPY, BND, IJH | 13F-HR | 5/5/2022 | 000147817922000002 |
| Q4 2021 | 36 | 323,596 | VOO, SPY, BND, IJH | 13F-HR | 2/7/2022 | 000147817922000001 |
| Q3 2021 | 34 | 288,549 | VOO, SPY, BND, IJH | 13F-HR | 11/5/2021 | 000147817921000004 |
| Q2 2021 | 34 | 287,414 | VOO, SPY, BND, IJH | 13F-HR | 8/4/2021 | 000147817921000003 |
| Q1 2021 | 29 | 253,060 | VOO, SPY, BND, IJH | 13F-HR | 5/6/2021 | 000147817921000002 |
| Q4 2020 | 27 | 240,618 | VOO, SPY, BND, IJH | 13F-HR | 2/4/2021 | 000147817921000001 |
| Q3 2020 | 27 | 200,886 | SPY, VOO, VEA, IEFA | 13F-HR | 11/13/2020 | 000147817920000004 |