| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 90 | 1,093,737 | VV, VEA, MINT, VWO | 13F-HR | 10/30/2025 | 000117266125004493 |
| Q2 2025 | 77 | 1,055,105 | VV, MINT, VEA, VWO | 13F-HR | 8/11/2025 | 000117266125002993 |
| Q1 2025 | 99 | 947,613 | VV, MINT, VEA, VWO | 13F-HR | 5/12/2025 | 000117266125001675 |
| Q4 2024 | 50 | 854,000 | VV, VEA, MINT, VWO | 13F-HR | 2/4/2025 | 000117266125000492 |
| Q3 2024 | 45 | 822,793 | VV, VEA, MINT, VWO | 13F-HR | 10/30/2024 | 000117266124004420 |
| Q2 2024 | 41 | 764,726 | VV, VEA, MINT, VTI | 13F-HR | 8/1/2024 | 000117266124003042 |
| Q1 2024 | 37 | 792,324 | VV, VEA, MINT, VTI | 13F-HR | 5/10/2024 | 000117266124002136 |
| Q4 2023 | 46 | 781,300 | VV, VEA, MINT, VTI | 13F-HR | 2/6/2024 | 000117266124000467 |
| Q3 2023 | 39 | 700,108 | VV, MINT, VEA, VTI | 13F-HR | 11/7/2023 | 000117266123003644 |
| Q2 2023 | 39 | 731,930 | VV, MINT, VEA, VTI | 13F-HR | 7/31/2023 | 000117266123002682 |
| Q1 2023 | 35 | 665,699 | VV, MINT, VEA, VTI | 13F-HR | 5/9/2023 | 000117266123001923 |
| Q4 2022 | 38 | 584,099 | VV, VEA, MINT, VTI | 13F-HR | 2/1/2023 | 000117266123000398 |
| Q3 2022 | 49 | 730,725 | MINT, VV, SCHX, VEA | 13F-HR | 11/10/2022 | 000160658722002258 |
| Q2 2022 | 50 | 492,102 | VV, VEA, VTI, MINT | 13F-HR | 8/11/2022 | 000160658722001738 |
| Q1 2022 | 47 | 596,440 | VV, VEA, MINT, VB | 13F-HR | 5/6/2022 | 000160658722000986 |
| Q4 2021 | 73 | 616,883 | VV, VEA, MINT, VTI | 13F-HR | 2/11/2022 | 000160658722000502 |
| Q3 2021 | 74 | 514,216 | VV, VEA, MINT, VTI | 13F-HR | 11/15/2021 | 000160658721001632 |
| Q2 2021 | 82 | 515,113 | VV, MINT, VEA, VTI | 13F-HR | 8/12/2021 | 000160658721001162 |
| Q1 2021 | 67 | 429,409 | VV, VEA, MINT, VTI | 13F-HR | 5/12/2021 | 000160658721000696 |
| Q4 2020 | 33 | 368,793 | VV, MINT, VEA, VTI | 13F-HR | 2/3/2021 | 000160658721000177 |
| Q3 2020 | 25 | 255,697 | VV, MINT, VEA, VTI | 13F-HR | 11/3/2020 | 000160658720001187 |
| Q2 2020 | 25 | 276,195 | VV, MINT, VEA, VTI | 13F-HR | 8/13/2020 | 000160658720000956 |
| Q1 2020 | 24 | 130,133 | MINT, VEA, VV, VTI | 13F-HR | 5/12/2020 | 000160658720000664 |
| Q4 2019 | 19 | 150,596 | MINT, VEA, VV, VTI | 13F-HR | 2/6/2020 | 000160658720000208 |
| Q3 2019 | 18 | 145,230 | MINT, VEA, VV, VTI | 13F-HR | 11/13/2019 | 000160658719001015 |
| Q2 2019 | 20 | 157,902 | MINT, VEA, VV, VTI | 13F-HR | 8/1/2019 | 000160658719000722 |
| Q1 2019 | 24 | 129,899 | MINT, VEA, VV, VTI | 13F-HR | 5/14/2019 | 000160658719000542 |
| Q4 2018 | 36 | 185,480 | MINT, SCHF, SCHV, BWX | 13F-HR | 2/14/2019 | 000160658719000283 |
| Q1 2018 | 67 | 121,690 | VTI, VEA, MINT, VV | 13F-HR | 5/15/2018 | 000160658718000448 |
| Q4 2017 | 82 | 132,936 | VTI, VEA, MINT, VWO | 13F-HR | 2/14/2018 | 000160658718000227 |
| Q3 2017 | 74 | 120,121 | VTI, VEA, MINT, VWO | 13F-HR | 11/9/2017 | 000160658717000657 |
| Q2 2017 | 67 | 118,776 | VTI, MINT, VEA, VWO | RESTATEMENT | 11/3/2017 | 000160658717000617 |
| Q1 2017 | 66 | 87,818 | VTI, VEA, VWO, VNQ | 13F-HR | 5/11/2017 | 000160658717000316 |
| Q4 2016 | 95 | 124,839 | VTI, VEA, BWX, SHY | 13F-HR | 5/11/2017 | 000160658717000315 |