| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 41 | 272,406 | VTI, VXUS, QQQ, VB | 13F-HR | 11/6/2024 | 000142050624002232 |
| Q2 2024 | 37 | 276,258 | VTI, VXUS, BND, QQQ | 13F-HR | 8/13/2024 | 000160094424000003 |
| Q1 2024 | 37 | 274,487 | VTI, VXUS, BND, SJNK | 13F-HR | 5/13/2024 | 000160094424000002 |
| Q4 2023 | 35 | 253,688 | VTI, VXUS, BND, SJNK | 13F-HR | 2/9/2024 | 000160094424000001 |
| Q3 2023 | 37 | 230,489 | VTI, VXUS, BND, QQQ | 13F-HR | 11/9/2023 | 000160094423000004 |
| Q2 2023 | 37 | 240,614 | VTI, VXUS, BND, QQQ | 13F-HR | 7/25/2023 | 000160094423000003 |
| Q1 2023 | 33 | 222,935 | VTI, VXUS, QQQ, SPHY | 13F-HR | 4/28/2023 | 000160094423000002 |
| Q4 2022 | 35 | 227,012 | VTI, VXUS, SPHY, QQQ | 13F-HR | 1/18/2023 | 000160094423000001 |
| Q3 2022 | 36 | 205,330 | VTI, VXUS, SPHY, QQQ | 13F-HR | 10/25/2022 | 000160094422000006 |
| Q2 2022 | 35 | 199,604 | VTI, VXUS, JPHY, QQQ | 13F-HR | 7/11/2022 | 000160094422000004 |
| Q1 2022 | 37 | 231,161 | VTI, VXUS, QQQ, VB | 13F-HR | 4/4/2022 | 000160094422000002 |
| Q4 2021 | 25 | 219,077 | VTI, VXUS, QQQ, JPHY | 13F-HR | 1/10/2022 | 000160094422000001 |
| Q3 2021 | 25 | 206,310 | VTI, VXUS, VB, QQQ | 13F-HR | 10/1/2021 | 000160094421000002 |