| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 6 | 176,728 | IWR, BSV, IVV, VCSH | 13F-HR | 4/9/2025 | 000169181325000007 |
| Q4 2024 | 5 | 162,609 | IWR, IVV, BSV, VCSH | 13F-HR | 1/17/2025 | 000169181325000003 |
| Q3 2024 | 5 | 152,019 | IWR, IVV, BSV, VCSH | 13F-HR | 10/17/2024 | 000169181324000013 |
| Q2 2024 | 6 | 136,830 | IWR, IVV, BSV, VCSH | 13F-HR | 8/6/2024 | 000169181324000006 |
| Q1 2024 | 6 | 119,659 | IWR, IVV, AGG, USMV | 13F-HR | 5/1/2024 | 000108791224000002 |
| Q4 2023 | 6 | 114,102 | IWR, IVV, AGG, USMV | 13F-HR | 2/2/2024 | 000169181324000003 |
| Q3 2023 | 6 | 113,375 | IWR, IVV, AGG, USMV | 13F-HR | 10/31/2023 | 000169181323000010 |
| Q2 2023 | 6 | 118,489 | IWR, IVV, AGG, USMV | 13F-HR | 8/7/2023 | 000169181323000006 |
| Q1 2023 | 6 | 114,332 | IWR, IVV, AGG, EEM | 13F-HR | 5/4/2023 | 000108791223000004 |
| Q4 2022 | 6 | 98,886 | IWR, IVV, AGG, VTV | RESTATEMENT | 1/23/2023 | 000156761923001099 |
| Q3 2017 | 1 | 0 | 13F-HR | 10/10/2017 | 000114036117037911 | |
| Q2 2017 | 1 | 178,854 | VWO | 13F-HR | 7/25/2017 | 000114036117028566 |
| Q1 2017 | 1 | 193,476 | VWO | 13F-HR | 4/25/2017 | 000114036117016713 |
| Q4 2016 | 1 | 180,870 | VWO | 13F-HR | 1/23/2017 | 000114036117002489 |