| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 65 | 115,729 | VOO, VEA, VB, VO | 13F-HR | 5/8/2025 | 000137647425000440 |
| Q3 2017 | 8 | 74,951 | VEA, VOO, VB, VO | 13F-HR | 11/13/2017 | 000137647417000304 |
| Q2 2017 | 11 | 81,723 | VOO, VEA, VB, VO | 13F-HR | 8/8/2017 | 000137647417000210 |
| Q1 2017 | 14 | 98,626 | VOO, VEA, VYM, VB | 13F-HR | 5/11/2017 | 000137647417000150 |
| Q4 2016 | 15 | 98,961 | VOO, VEA, VYM, VB | 13F-HR | 2/1/2017 | 000137647417000031 |
| Q3 2016 | 15 | 100,022 | VOO, VEA, VYM, VB | 13F-HR | 10/25/2016 | 000137647416000874 |
| Q2 2016 | 17 | 93,945 | VOO, VEA, VYM, VB | 13F-HR | 9/22/2016 | 000137647416000842 |
| Q1 2016 | 15 | 95,180 | VOO, VEA, VYM, VB | 13F-HR | 9/22/2016 | 000137647416000841 |
| Q4 2015 | 13 | 114,455 | VOO, VEA, VO, VB | 13F-HR | 2/12/2016 | 000137647416000564 |