| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 91 | 239,075 | VTI, GLD, SGOV, IEFA | 13F-HR | 4/23/2025 | 000195175725000438 |
| Q4 2024 | 79 | 241,952 | VTI, GLD, SGOV, VEA | RESTATEMENT | 2/27/2025 | 000195175725000276 |
| Q3 2024 | 79 | 233,344 | VTI, GLD, SGOV, IEFA | 13F-HR | 11/6/2024 | 000195175724001177 |
| Q2 2024 | 78 | 236,234 | VTI, SGOV, GLD, IEFA | 13F-HR | 8/14/2024 | 000195175724000759 |
| Q1 2024 | 74 | 213,472 | VTI, SGOV, GLD, IEFA | 13F-HR | 4/30/2024 | 000195175724000419 |
| Q4 2023 | 64 | 195,107 | VTI, SGOV, SPY, IEFA | 13F-HR | 2/5/2024 | 000195175724000206 |
| Q3 2023 | 65 | 161,328 | VTI, IEFA, XME, GLD | 13F-HR | 11/1/2023 | 000195175723000670 |
| Q2 2023 | 65 | 147,175 | VTI, IEFA, VWO, SGOV | 13F-HR | 7/31/2023 | 000195175723000448 |
| Q1 2023 | 65 | 130,018 | VTI, IEFA, IAU, GLD | 13F-HR | 5/11/2023 | 000195175723000291 |
| Q4 2022 | 70 | 123,566 | VTI, IEFA, XLP, IAU | 13F-HR | 1/31/2023 | 000195175723000089 |
| Q3 2022 | 61 | 121,662 | VTI, SGOV, VEA, GLD | 13F-HR | 10/27/2022 | 000169613622000005 |
| Q2 2022 | 64 | 135,870 | VTI, SGOV, IEFA, GLD | 13F-HR | 7/22/2022 | 000169613622000003 |
| Q1 2022 | 69 | 150,568 | VTI, VEA, GLD, SHY | 13F-HR | 5/6/2022 | 000169613622000002 |
| Q4 2021 | 75 | 164,420 | VTI, VEA, GLD, AAPL | 13F-HR | 2/3/2022 | 000169613622000001 |
| Q3 2021 | 69 | 145,362 | VTI, VEA, GLD, VWO | 13F-HR | 11/3/2021 | 000169613621000004 |
| Q2 2021 | 67 | 156,372 | VTI, VEA, TAIL, IVOL | 13F-HR | 8/3/2021 | 000169613621000003 |
| Q1 2021 | 66 | 134,813 | VTI, VEA, TAIL, IVOL | 13F-HR | 5/12/2021 | 000169613621000002 |
| Q4 2020 | 72 | 109,580 | VTI, TLT, TIP, GLD | 13F-HR | 2/8/2021 | 000169613621000001 |
| Q3 2020 | 71 | 104,820 | TLT, VTI, TAIL, GLD | 13F-HR | 10/28/2020 | 000169613620000005 |
| Q2 2020 | 70 | 101,982 | TLT, VTI, TAIL, GLD | 13F-HR | 8/4/2020 | 000169613620000004 |
| Q1 2020 | 74 | 96,143 | VTI, TLT, SHY, GLD | 13F-HR | 5/5/2020 | 000169613620000003 |
| Q4 2019 | 100 | 218,130 | VTI, VEA, VWO, TLT | RESTATEMENT | 2/5/2020 | 000169613620000002 |
| Q3 2019 | 88 | 137,022 | VTI, VEA, TLT, SCHB | 13F-HR | 11/12/2019 | 000169613619000005 |
| Q2 2019 | 94 | 198,247 | VTI, VEA, VWO, TLT | 13F-HR | 8/7/2019 | 000169613619000004 |
| Q1 2019 | 601 | 202,848 | VTI, VEA, VWO, TLT | 13F-HR | 5/15/2019 | 000169613619000003 |
| Q4 2018 | 576 | 185,300 | VTI, VEA, VWO, TLT | 13F-HR | 2/26/2019 | 000169613619000002 |
| Q3 2018 | 589 | 218,335 | VTI, VEA, VWO, IEFA | 13F-HR | 11/14/2018 | 000169613618000004 |
| Q2 2018 | 577 | 213,846 | VTI, VEA, VWO, IEFA | 13F-HR | 8/10/2018 | 000169613618000003 |
| Q1 2018 | 612 | 217,791 | VEA, VTI, VWO, TIP | 13F-HR | 5/11/2018 | 000169613618000002 |
| Q4 2017 | 614 | 218,486 | VEA, VTI, VWO, TIP | 13F-HR | 2/2/2018 | 000169613618000001 |
| Q3 2017 | 637 | 206,220 | VEA, VTI, VWO, TIP | 13F-HR | 11/14/2017 | 000169613617000005 |
| Q2 2017 | 716 | 208,901 | VTI, VEA, VWO, TIP | 13F-HR | 8/10/2017 | 000169613617000004 |
| Q1 2017 | 728 | 206,143 | VTI, VEA, VWO, TIP | RESTATEMENT | 5/15/2017 | 000169613617000003 |
| Q4 2016 | 752 | 201,671 | VTI, VEA, VWO, TIP | 13F-HR | 4/3/2017 | 000169613617000001 |