| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 10 | 217,966 | BND, VXUS, VTI, VFVA | 13F-HR | 10/28/2025 | 000157394725000002 |
| Q2 2025 | 10 | 208,954 | BND, VXUS, VTI, BNDX | 13F-HR | 9/24/2025 | 000108514625005769 |
| Q1 2025 | 10 | 196,683 | BND, VXUS, VTI, BNDX | 13F-HR | 9/24/2025 | 000108514625005768 |
| Q4 2024 | 10 | 194,628 | BND, VXUS, VTI, BNDX | 13F-HR | 9/24/2025 | 000108514625005767 |
| Q3 2024 | 10 | 201,848 | BND, VXUS, VTI, BNDX | 13F-HR | 9/24/2025 | 000108514625005766 |
| Q2 2024 | 9 | 195,990 | BND, VTI, VXUS, VFVA | 13F-HR | 9/24/2025 | 000108514625005765 |
| Q1 2024 | 10 | 195,212 | BND, VTI, VXUS, VFVA | 13F-HR | 9/24/2025 | 000108514625005764 |
| Q4 2023 | 9 | 189,380 | BND, VTI, VXUS, VFVA | 13F-HR | 9/24/2025 | 000108514625005763 |
| Q3 2023 | 9 | 175,975 | BND, VTI, VFVA, MSFT | 13F-HR | 9/24/2025 | 000108514625005762 |
| Q2 2023 | 7 | 181,783 | VTI, BND, VFVA, MSFT | 13F-HR | 9/24/2025 | 000108514625005761 |
| Q1 2023 | 9 | 175,023 | BND, VTI, VFVA, MSFT | 13F-HR | 9/24/2025 | 000108514625005760 |
| Q4 2022 | 10 | 172,621 | BND, VTI, VFVA, BP | 13F-HR | 9/24/2025 | 000108514625005759 |
| Q3 2022 | 9 | 162,372 | BND, VTI, VXUS, BNDX | 13F-HR | 9/24/2025 | 000108514625005758 |
| Q2 2022 | 9 | 174,266 | BND, VTI, VXUS, BNDX | 13F-HR | 9/24/2025 | 000108514625005757 |
| Q1 2022 | 11 | 195,778 | BND, VTI, VXUS, BNDX | 13F-HR | 9/24/2025 | 000108514625005756 |