| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 7 | 140,963 | VTI, ITOT, VBR, VPL | 13F-HR | 11/5/2024 | 000095012324010383 |
| Q2 2024 | 6 | 93,823 | VTI, VBR, VPL, BRK-A | 13F-HR | 8/6/2024 | 000095012324007215 |
| Q1 2024 | 6 | 104,073 | VTI, VPL, VBR, BRK-A | 13F-HR | 4/25/2024 | 000095012324003495 |
| Q4 2023 | 6 | 96,357 | VTI, VPL, VBR, BRK-A | 13F-HR | 1/31/2024 | 000095012324000532 |
| Q3 2023 | 6 | 83,574 | VTI, VPL, VBR, BRK-A | 13F-HR | 10/31/2023 | 000095012323009182 |
| Q2 2023 | 6 | 97,547 | VTI, VPL, VBR, BRK-A | 13F-HR | 7/28/2023 | 000095012323006404 |
| Q1 2023 | 6 | 91,714 | VTI, VPL, VBR, BRK-A | 13F-HR | 5/5/2023 | 000095012323003831 |
| Q4 2022 | 6 | 87,934 | VTI, VPL, VBR, BRK-A | 13F-HR | 2/6/2023 | 000095012323000784 |
| Q3 2022 | 6 | 101,081 | VTI, VPL, VT, VBR | 13F-HR | 11/2/2022 | 000095012322010711 |
| Q2 2022 | 7 | 120,925 | VTI, VPL, VGK, VT | 13F-HR | 8/1/2022 | 000095012322007614 |
| Q1 2022 | 6 | 82,997 | VTI, VT, VPL, BRK-A | 13F-HR | 5/3/2022 | 000095012322004454 |
| Q4 2021 | 5 | 56,727 | VTI, VPL, BRK-A, VT | 13F-HR | 1/28/2022 | 000095012322000610 |
| Q3 2021 | 5 | 51,177 | VTI, VPL, BRK-A, VT | 13F-HR | 11/3/2021 | 000095012321013847 |
| Q2 2021 | 5 | 79,120 | VTI, BRK-A, VPL, VT | 13F-HR | 8/9/2021 | 000095012321009934 |
| Q1 2021 | 5 | 71,491 | VTI, BRK-A, VPL, VT | 13F-HR | 5/6/2021 | 000095012321005417 |
| Q4 2020 | 5 | 72,184 | VTI, BRK-A, VPL, VT | 13F-HR | 2/5/2021 | 000095012321001086 |
| Q3 2020 | 5 | 67,909 | VTI, BRK-A, VT, VPL | 13F-HR | 11/4/2020 | 000095012320010768 |
| Q2 2020 | 5 | 68,907 | VTI, BRK-A, VPL, VT | 13F-HR | 8/6/2020 | 000095012320007734 |
| Q1 2020 | 7 | 103,254 | BND, VTI, VT, BRK-A | 13F-HR | 5/6/2020 | 000095012320004006 |
| Q4 2019 | 8 | 136,064 | BKLN, VTI, BND, BRK-A | 13F-HR | 2/13/2020 | 000095012320001757 |