| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2020 | 447 | 357,174 | BRK-B, SPY, VNQ, IVV | 13F-HR | 10/22/2020 | 000153469120000005 |
| Q2 2020 | 399 | 337,754 | BRK-B, SPY, VNQ, IJR | 13F-HR | 7/21/2020 | 000153469120000003 |
| Q1 2020 | 420 | 275,739 | BRK-B, SPY, IVV, EEM | 13F-HR | 4/16/2020 | 000153469120000002 |
| Q4 2019 | 400 | 321,052 | BRK-B, IJR, SPY, SCZ | 13F-HR | 1/16/2020 | 000153469120000001 |
| Q3 2019 | 283 | 306,160 | BRK-B, IJR, SPY, SCZ | 13F-HR | 10/25/2019 | 000153469119000006 |
| Q2 2019 | 282 | 309,012 | BRK-B, SPY, IJR, SCZ | 13F-HR | 8/8/2019 | 000153469119000005 |
| Q1 2019 | 140 | 260,554 | BRK-B, SPY, SCZ, IJR | 13F-HR | 4/24/2019 | 000153469119000002 |
| Q4 2018 | 149 | 237,570 | BRK-B, SCZ, SPY, IJR | 13F-HR | 1/30/2019 | 000153469119000001 |
| Q3 2018 | 148 | 268,430 | BRK-B, IJR, SCZ, EFAV | 13F-HR | 11/2/2018 | 000153469118000004 |
| Q2 2018 | 490 | 262,992 | BRK-B, SCZ, IJR, EFAV | 13F-HR | 8/8/2018 | 000153469118000003 |
| Q1 2018 | 361 | 167,058 | SCZ, EFAV, SPY, IJR | 13F-HR | 5/7/2018 | 000153469118000002 |
| Q4 2017 | 333 | 152,741 | SCZ, EFAV, SPY, IJR | 13F-HR | 1/30/2018 | 000153469118000001 |