| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 35 | 101,122 | IVV, IEFA, VTV, AGG | 13F-HR | 10/23/2024 | 000165598224000008 |
| Q2 2024 | 36 | 94,203 | IVV, IEFA, VTV, AGG | NEW HOLDINGS | 7/18/2024 | 000165598224000006 |
| Q2 2024 | 1 | 589 | AAPL | 13F-HR | 7/10/2024 | 000191048224000004 |
| Q1 2024 | 35 | 91,907 | IVV, IEFA, VTV, AGG | 13F-HR | 5/8/2024 | 000196483124000004 |
| Q4 2023 | 33 | 84,510 | VTV, IEFA, VUG, AGG | 13F-HR | 2/2/2024 | 000165598224000001 |
| Q3 2023 | 33 | 78,019 | VTV, IEFA, VUG, AGG | 13F-HR | 10/30/2023 | 000165598223000004 |
| Q2 2023 | 33 | 76,710 | VTV, IEFA, VUG, AGG | 13F-HR | 8/8/2023 | 000165598223000003 |
| Q1 2023 | 66 | 141,858 | VTV, IEFA, AGG, VUG | 13F-HR | 4/27/2023 | 000165598223000002 |
| Q4 2022 | 62 | 139,138 | VTV, IEFA, AGG, VUG | 13F-HR | 2/3/2023 | 000165598223000001 |
| Q3 2022 | 64 | 126,576 | VTV, IEFA, AGG, VUG | 13F-HR | 11/14/2022 | 000165598222000003 |