| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 134 | 545,991 | VTI, BND, VEA, VCRB | 13F-HR | 5/5/2025 | 000110465925044412 |
| Q4 2024 | 145 | 1,100,272 | VTI, BND, VEA, META | 13F-HR | 2/12/2025 | 000110465925011953 |
| Q3 2024 | 405 | 9,803,175 | VTI, BND, VEA, META | 13F-HR | 11/7/2024 | 000110465924115120 |
| Q2 2024 | 376 | 9,203,645 | VTI, BND, VEA, META | 13F-HR | 8/13/2024 | 000110465924088733 |
| Q1 2024 | 348 | 9,089,030 | VTI, BND, VEA, META | 13F-HR | 5/15/2024 | 000110465924061404 |
| Q4 2023 | 405 | 17,748,984 | VTI, BND, VEA, ABC | 13F-HR | 2/13/2024 | 000110465924019914 |
| Q3 2023 | 275 | 7,806,283 | VTI, BND, VEA, ABC | 13F-HR | 11/14/2023 | 000110465923117967 |
| Q2 2023 | 245 | 7,768,491 | VTI, BND, VEA, MSFT | 13F-HR | 8/14/2023 | 000110465923091236 |
| Q1 2023 | 228 | 7,449,339 | BND, VTI, MSFT, VEA | 13F-HR | 5/15/2023 | 000110465923060422 |
| Q4 2022 | 2 | 340 | PBR, ORAN | NEW HOLDINGS | 4/5/2023 | 000110465923041976 |
| Q4 2022 | 215 | 7,335,665 | BND, VTI, ENB.TO, VEA | 13F-HR | 2/10/2023 | 000110465923018682 |
| Q3 2022 | 218 | 7,070,787 | BND, VTI, ENB.TO, MSFT | 13F-HR | 11/14/2022 | 000110465922117506 |
| Q2 2022 | 218 | 7,459,649 | BND, VTI, ENB.TO, MSFT | 13F-HR | 8/12/2022 | 000110465922089921 |
| Q1 2022 | 233 | 8,996,652 | BND, VTI, GOOGL, ENB.TO | 13F-HR | 5/10/2022 | 000110465922058048 |
| Q4 2021 | 238 | 8,993,479 | BND, VTI, GOOGL, MSFT | 13F-HR | 2/1/2022 | 000110465922010094 |
| Q3 2021 | 222 | 8,475,186 | BND, VTI, GOOGL, ENB.TO | 13F-HR | 11/12/2021 | 000110465921137741 |
| Q2 2021 | 216 | 8,342,202 | BND, VTI, GOOGL, META | 13F-HR | 8/12/2021 | 000110465921103838 |
| Q1 2021 | 207 | 7,666,581 | BND, VTI, GOOGL, ENB.TO | 13F-HR | 5/11/2021 | 000110465921064432 |
| Q4 2020 | 206 | 7,193,724 | BND, VTI, GOOGL, BSV | 13F-HR | 2/11/2021 | 000110465921020583 |
| Q3 2020 | 205 | 6,444,528 | BND, VTI, BSV, MA | 13F-HR | 11/10/2020 | 000110465920123434 |
| Q2 2020 | 203 | 6,086,776 | BND, VTI, MA, BSV | 13F-HR | 7/30/2020 | 000110465920088229 |
| Q1 2020 | 209 | 5,489,941 | BND, VTI, BSV, MA | 13F-HR | 5/4/2020 | 000110465920056234 |
| Q4 2019 | 197 | 6,368,770 | BND, VTI, BSV, MA | 13F-HR | 2/10/2020 | 000110465920013783 |
| Q3 2019 | 190 | 5,905,941 | BND, VTI, BSV, MA | 13F-HR | 11/12/2019 | 000110465919061942 |
| Q2 2019 | 211 | 6,081,829 | BND, VTI, BSV, MA | 13F-HR | 8/13/2019 | 000110465919045426 |
| Q1 2019 | 203 | 5,818,813 | BND, VTI, BSV, MA | 13F-HR | 5/13/2019 | 000110465919028934 |
| Q4 2018 | 205 | 5,101,285 | BND, VTI, BSV, BRK-B | 13F-HR | 2/14/2019 | 000110465919008807 |
| Q3 2018 | 200 | 5,548,938 | BND, VTI, VEA, BRK-B | 13F-HR | 11/8/2018 | 000110465918066904 |
| Q2 2018 | 201 | 5,323,548 | BND, VTI, VEA, BRK-B | 13F-HR | 8/3/2018 | 000110465918049443 |
| Q1 2018 | 198 | 5,143,420 | BND, VTI, VEA, BRK-B | 13F-HR | 5/10/2018 | 000110465918032079 |
| Q4 2017 | 199 | 4,979,318 | VTI, BND, VEA, VWO | 13F-HR | 2/8/2018 | 000110465918007482 |
| Q3 2017 | 194 | 4,584,238 | VTI, BND, VEA, VWO | 13F-HR | 11/9/2017 | 000110465917067256 |
| Q2 2017 | 185 | 4,321,747 | VTI, BND, WFC, VEA | 13F-HR | 8/3/2017 | 000110465917049215 |
| Q1 2017 | 181 | 3,966,692 | VTI, BND, WFC, GE | 13F-HR | 5/4/2017 | 000110465917029858 |
| Q4 2016 | 188 | 3,056,597 | BND, GE, MO, VWO | 13F-HR | 2/7/2017 | 000110465917007019 |
| Q3 2016 | 220 | 3,457,638 | BND, VTI, O, GE | 13F-HR | 11/9/2016 | 000110465916155835 |
| Q2 2016 | 213 | 3,168,037 | BND, VTI, VEA, VTR | 13F-HR | 8/4/2016 | 000110465916136906 |
| Q1 2016 | 216 | 2,903,948 | BND, VTI, PM, VEA | 13F-HR | 5/16/2016 | 000110465916121209 |
| Q4 2015 | 210 | 2,525,962 | VTI, BND, PM, VEA | 13F-HR | 2/11/2016 | 000110465916095751 |
| Q3 2015 | 211 | 2,351,472 | VTI, BND, VEA, PM | 13F-HR | 10/20/2015 | 000110465915071573 |
| Q2 2015 | 210 | 2,346,423 | VTI, BND, VEA, PM | 13F-HR | 7/31/2015 | 000110465915055134 |
| Q1 2015 | 207 | 2,294,657 | VTI, BND, VEA, PM | 13F-HR | 5/13/2015 | 000110465915037745 |
| Q4 2014 | 215 | 2,129,697 | VTI, BND, VEA, PM | 13F-HR | 2/5/2015 | 000110465915007015 |
| Q3 2014 | 214 | 1,942,023 | VTI, BND, VEA, PM | 13F-HR | 11/12/2014 | 000110465914079117 |
| Q2 2014 | 204 | 1,721,564 | VTI, BND, VEA, PM | 13F-HR | 8/7/2014 | 000110465914058197 |
| Q1 2014 | 197 | 1,464,926 | VTI, BND, VEA, STPZ | 13F-HR | 5/14/2014 | 000110465914038281 |
| Q4 2013 | 201 | 1,328,492 | VTI, BND, VEA, STPZ | 13F-HR | 2/7/2014 | 000110465914007527 |