| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 282 | 274,669 | VTI, SCHD, IDHQ, ESGV | 13F-HR | 2/13/2024 | 000166564224000001 |
| Q3 2023 | 292 | 252,910 | VTI, SCHD, ESGV, PM | 13F-HR | 10/30/2023 | 000166564223000004 |
| Q2 2023 | 299 | 258,733 | VTI, SCHD, ESGV, PM | 13F-HR | 8/14/2023 | 000166564223000003 |
| Q1 2023 | 301 | 244,303 | VTI, SCHD, PM, ESGV | 13F-HR | 5/15/2023 | 000166564223000002 |
| Q4 2022 | 301 | 202,527 | VTI, PM, SCHD, ESGV | 13F-HR | 2/14/2023 | 000166564223000001 |
| Q3 2022 | 339 | 201,203 | VTI, PM, ESGV, MO | 13F-HR | 11/14/2022 | 000166564222000004 |
| Q2 2022 | 346 | 218,458 | VTI, PM, ESGV, MO | 13F-HR | 8/11/2022 | 000166564222000003 |
| Q1 2022 | 377 | 247,275 | VTI, ESGV, PM, MO | 13F-HR | 5/12/2022 | 000166564222000002 |
| Q4 2021 | 369 | 247,593 | VTI, PM, ESGV, MO | 13F-HR | 2/11/2022 | 000166564222000001 |
| Q3 2021 | 269 | 224,878 | VTI, PM, VEU, ESGV | 13F-HR | 11/12/2021 | 000166564221000004 |
| Q2 2021 | 270 | 221,914 | VTI, PM, VEU, MO | 13F-HR | 8/9/2021 | 000166564221000003 |
| Q1 2021 | 243 | 200,987 | VTI, PM, MO, VEU | 13F-HR | 5/10/2021 | 000166564221000002 |
| Q4 2020 | 235 | 186,321 | VTI, PM, MO, VEU | 13F-HR | 2/11/2021 | 000166564221000001 |
| Q3 2020 | 216 | 160,822 | VTI, PM, MO, VEU | 13F-HR | 11/12/2020 | 000166564220000004 |
| Q2 2020 | 218 | 148,316 | VTI, PM, MO, VEU | 13F-HR | 8/4/2020 | 000166564220000003 |
| Q1 2020 | 225 | 148,069 | VTI, PM, MO, VEU | 13F-HR | 5/1/2020 | 000166564220000002 |
| Q4 2019 | 168 | 169,122 | VTI, PM, MO, VEU | 13F-HR | 1/29/2020 | 000166564220000001 |
| Q3 2019 | 154 | 149,396 | VTI, PM, MO, VXUS | 13F-HR | 10/24/2019 | 000166564219000004 |
| Q2 2019 | 169 | 154,665 | VTI, PM, MO, VEU | 13F-HR | 7/24/2019 | 000166564219000003 |
| Q1 2019 | 162 | 159,704 | PM, VTI, MO, VEU | 13F-HR | 4/25/2019 | 000166564219000002 |
| Q4 2018 | 166 | 139,061 | PM, VTI, MO, VEU | 13F-HR | 1/23/2019 | 000166564219000001 |
| Q3 2018 | 182 | 190,278 | PM, MO, VTI, VEU | 13F-HR | 11/6/2018 | 000109544918000095 |
| Q2 2018 | 213 | 178,271 | PM, MO, VTI, VEU | 13F-HR | 8/7/2018 | 000109544918000061 |
| Q1 2018 | 141 | 161,660 | PM, VTI, MO, VEU | 13F-HR | 5/8/2018 | 000109544918000032 |
| Q4 2017 | 128 | 167,877 | PM, MO, VTI, VEU | 13F-HR | 2/2/2018 | 000109544918000008 |
| Q3 2017 | 141 | 168,559 | PM, MO, VTI, VEU | 13F-HR | 10/24/2017 | 000109544917000104 |
| Q2 2017 | 144 | 153,578 | PM, MO, VTI, VEU | 13F-HR | 7/21/2017 | 000109544917000076 |
| Q1 2017 | 140 | 163,162 | PM, MO, VTI, VEU | 13F-HR | 5/1/2017 | 000109544917000049 |
| Q4 2016 | 134 | 146,332 | PM, MO, VTI, VEU | 13F-HR | 2/14/2017 | 000109544917000015 |
| Q3 2016 | 124 | 145,737 | PM, MO, VEU, VTI | 13F-HR | 11/1/2016 | 000109544916000297 |
| Q2 2016 | 130 | 156,602 | PM, MO, VTI, VEU | 13F-HR | 8/12/2016 | 000109544916000272 |
| Q1 2016 | 110 | 145,143 | PM, MO, VTI, VEU | 13F-HR | 4/29/2016 | 000109544916000236 |
| Q4 2015 | 38 | 118,006 | PM, MO, VTI, VEU | 13F-HR | 2/3/2016 | 000109544916000186 |