| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 227 | 695,771 | VTI, SPLG, IXUS, IUSB | 13F-HR | 4/17/2024 | 000108514624001864 |
| Q4 2023 | 227 | 644,643 | VTI, SPLG, IXUS, IUSB | 13F-HR | 1/23/2024 | 000108514624000419 |
| Q3 2023 | 222 | 583,060 | VTI, SPLG, IUSB, IXUS | 13F-HR | 11/2/2023 | 000108514623004043 |
| Q2 2023 | 81 | 393,804 | VTI, DRSK, JEPI, DGRO | 13F-HR | 8/11/2023 | 000108514623003298 |
| Q1 2023 | 74 | 396,081 | DRSK, JEPI, DGRO, ACIO | 13F-HR | 4/17/2023 | 000108514623001724 |
| Q4 2022 | 71 | 389,141 | DRSK, JEPI, DGRO, ACIO | 13F-HR | 1/17/2023 | 000108514623000156 |
| Q3 2022 | 74 | 360,782 | DRSK, JEPI, DGRO, SCHO | 13F-HR | 10/18/2022 | 000108514622003460 |
| Q2 2022 | 76 | 345,212 | DRSK, JEPI, SCHO, VTI | 13F-HR | 8/1/2022 | 000108514622002703 |
| Q1 2022 | 89 | 323,073 | VT, VTI, VFVA, NUSC | 13F-HR | 4/19/2022 | 000108514622001463 |
| Q4 2021 | 95 | 310,910 | VTI, VT, NUSC, DGRO | RESTATEMENT | 2/1/2022 | 000108514622000451 |
| Q3 2021 | 91 | 278,312 | VTI, NUSC, BIV, DGRO | 13F-HR | 10/28/2021 | 000108514621002924 |
| Q2 2021 | 89 | 257,412 | BIV, NUSC, VTI, DGRO | 13F-HR | 7/15/2021 | 000108514621001983 |
| Q1 2021 | 86 | 243,013 | BIV, VT, VTI, NUSC | 13F-HR | 4/19/2021 | 000108514621001209 |
| Q4 2020 | 84 | 258,691 | BIV, VT, VTEB, VTI | 13F-HR | 2/11/2021 | 000108514621000621 |
| Q3 2020 | 79 | 157,446 | BIV, VTI, SPLG, GLD | RESTATEMENT | 11/13/2020 | 000108514620002956 |
| Q2 2020 | 55 | 112,090 | VTI, SPLG, GLD, VTEB | 13F-HR | 7/9/2020 | 000108514620001716 |
| Q1 2020 | 48 | 110,932 | SHY, GOVT, SPTS, VGSH | 13F-HR | 4/9/2020 | 000108514620001060 |
| Q4 2019 | 54 | 193,778 | AOM, VT, SPTM, USRT | 13F-HR | 1/17/2020 | 000108514620000166 |