| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2024 | 9 | 422,096 | VTI, VXUS, ITOT, SCHP | 13F-HR | 7/31/2024 | 000154888024000004 |
| Q1 2024 | 8 | 392,181 | VXUS, VTI, VXF, ITOT | 13F-HR | 5/13/2024 | 000154888024000003 |
| Q4 2023 | 8 | 365,701 | VXUS, VTI, VXF, ITOT | 13F-HR | 2/2/2024 | 000154888024000002 |
| Q3 2023 | 8 | 277,329 | VTI, VXF, VXUS, VOO | 13F-HR | 11/1/2023 | 000154888023000005 |
| Q2 2023 | 9 | 253,265 | VXF, VTI, ITOT, VOO | 13F-HR | 8/14/2023 | 000154888023000004 |
| Q1 2023 | 10 | 240,049 | VXF, ITOT, VOO, VTI | 13F-HR | 4/27/2023 | 000154888023000003 |
| Q4 2022 | 11 | 199,635 | VXF, VOO, IWM, USRT | 13F-HR | 1/26/2023 | 000154888023000002 |
| Q3 2022 | 7 | 272,950 | VXUS, VTI, VOO, ITOT | 13F-HR | 11/2/2022 | 000154888022000005 |
| Q2 2022 | 8 | 300,267 | VXUS, VTI, VOO, ITOT | 13F-HR | 7/28/2022 | 000154888022000004 |
| Q1 2022 | 7 | 321,358 | VXUS, VTI, VOO, ITOT | 13F-HR | 4/28/2022 | 000154888022000003 |
| Q4 2021 | 6 | 218,587 | VTI, VOO, VXUS, ITOT | 13F-HR | 1/31/2022 | 000154888022000002 |
| Q3 2021 | 4 | 134,469 | VTI, VOO, VXUS, VCSH | 13F-HR | 10/18/2021 | 000154888021000006 |
| Q2 2021 | 3 | 93,697 | VOO, VTI, VXUS | 13F-HR | 7/26/2021 | 000154888021000005 |
| Q1 2021 | 2 | 58,802 | VOO, VTI | 13F-HR | 5/11/2021 | 000154888021000004 |
| Q4 2020 | 2 | 135,898 | PLTR, VOO | 13F-HR | 2/3/2021 | 000154888021000003 |
| Q3 2019 | 3 | 40,252 | FLOT, FG, VOO | 13F-HR | 10/25/2019 | 000154888019000010 |
| Q2 2019 | 2 | 34,085 | FLOT, FG | 13F-HR | 8/1/2019 | 000154888019000009 |
| Q1 2019 | 2 | 33,238 | FLOT, FG | 13F-HR | 5/13/2019 | 000154888019000006 |
| Q4 2018 | 3 | 44,264 | FLOT, MLNT, FG | 13F-HR | 2/11/2019 | 000154888019000004 |
| Q3 2018 | 8 | 116,385 | MLNT, FLOT, FG, SHPG | 13F-HR | 11/13/2018 | 000154888018000009 |
| Q2 2018 | 10 | 164,478 | MLNT, FLOT, FG, SHPG | 13F-HR | 8/13/2018 | 000154888018000007 |
| Q1 2018 | 9 | 126,786 | MLNT, FLOT, FG, SHPG | 13F-HR | 5/10/2018 | 000154888018000005 |
| Q4 2017 | 9 | 172,461 | MLNT, FLOT, FG, SHPG | 13F-HR | 2/12/2018 | 000154888018000003 |