| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 425 | 1,805,844 | VTI, VEA, VWO, MUB | 13F-HR | 11/13/2024 | 000117266124004594 |
| Q2 2024 | 404 | 1,667,128 | VTI, VEA, MUB, VWO | 13F-HR | 8/14/2024 | 000117266124003381 |
| Q1 2024 | 400 | 1,611,466 | VTI, VEA, MUB, VWO | 13F-HR | 5/13/2024 | 000117266124002205 |
| Q4 2023 | 388 | 1,467,164 | VTI, VEA, MUB, VWO | 13F-HR | 2/6/2024 | 000117266124000471 |
| Q3 2023 | 352 | 1,301,037 | VTI, VEA, MUB, VWO | 13F-HR | 11/9/2023 | 000117266123003694 |
| Q2 2023 | 360 | 1,330,084 | VTI, VEA, MUB, VWO | 13F-HR | 8/9/2023 | 000117266123002848 |
| Q1 2023 | 1,913 | 1,287,114 | VTI, VEA, MUB, VWO | 13F-HR | 5/4/2023 | 000183988223012024 |
| Q4 2022 | 1,861 | 1,188,124 | VTI, VEA, MUB, VWO | 13F-HR | 2/3/2023 | 000183988223002927 |
| Q3 2022 | 1,766 | 1,055,197 | VTI, VEA, MUB, SUB | 13F-HR | 11/2/2022 | 000138713122011025 |
| Q2 2022 | 1,611 | 1,064,758 | VTI, VEA, MUB, VWO | 13F-HR | 7/18/2022 | 000183988222015694 |
| Q1 2022 | 1,570 | 1,185,176 | VTI, VEA, MUB, VWO | 13F-HR | 4/19/2022 | 000138713122004955 |
| Q4 2021 | 1,579 | 1,124,173 | VTI, VEA, MUB, VWO | 13F-HR | 1/24/2022 | 000138713122000651 |
| Q3 2021 | 1,559 | 1,028,034 | VTI, VEA, MUB, VWO | 13F-HR | 10/19/2021 | 000138713121010086 |
| Q2 2021 | 1,358 | 1,007,823 | VTI, VEA, VWO, MUB | 13F-HR | 7/13/2021 | 000138713121007308 |
| Q1 2021 | 1,343 | 828,783 | VTI, VEA, MUB, VWO | 13F-HR | 5/3/2021 | 000138713121005212 |
| Q4 2020 | 1,282 | 683,591 | VTI, VEA, MUB, VWO | 13F-HR | 2/4/2021 | 000138713121001762 |
| Q3 2020 | 1,221 | 556,909 | VTI, VEA, MUB, VWO | 13F-HR | 10/26/2020 | 000138713120009235 |
| Q2 2020 | 1,233 | 467,556 | VTI, VEA, MUB, VWO | 13F-HR | 7/6/2020 | 000138713120006184 |
| Q1 2020 | 1,266 | 361,398 | VTI, VEA, MUB, VWO | 13F-HR | 4/13/2020 | 000138713120003836 |
| Q4 2019 | 1,082 | 359,846 | VTI, VEA, MUB, VWO | 13F-HR | 2/5/2020 | 000138713120001023 |
| Q3 2019 | 621 | 285,546 | VTI, VEA, MUB, VWO | 13F-HR | 10/8/2019 | 000138713119007498 |
| Q2 2019 | 400 | 251,568 | VTI, VEA, MUB, VWO | 13F-HR | 8/20/2019 | 000138713119006273 |
| Q1 2019 | 348 | 209,883 | VTI, VEA, VTEB, VWO | 13F-HR | 5/1/2019 | 000138713119003218 |
| Q4 2018 | 532 | 196,938 | VTI, VEA, VTEB, VWO | 13F-HR | 1/25/2019 | 000138713119000462 |