| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 4,018 | 1,821,322 | VUG, VEA, VTV, AAPL | 13F-HR | 5/13/2025 | 000171053725000003 |
| Q4 2024 | 3,757 | 1,778,973 | VUG, VEA, VTV, AAPL | 13F-HR | 2/10/2025 | 000171053725000001 |
| Q3 2024 | 3,048 | 1,579,375 | VUG, VEA, VTV, AAPL | 13F-HR | 11/8/2024 | 000171053724000010 |
| Q2 2024 | 3,067 | 1,505,770 | VEA, VUG, VTV, AAPL | 13F-HR | 8/13/2024 | 000171053724000008 |
| Q1 2024 | 2,912 | 1,272,094 | VEA, VUG, VTV, AAPL | RESTATEMENT | 6/11/2024 | 000171053724000007 |
| Q4 2023 | 2,640 | 1,091,837 | VEA, VUG, VTV, AAPL | 13F-HR | 2/9/2024 | 000171053724000001 |
| Q3 2023 | 2,508 | 942,903 | VEA, VUG, AAPL, VTV | 13F-HR | 11/3/2023 | 000171053723000006 |
| Q2 2023 | 2,512 | 907,088 | VEA, AAPL, VUG, VTV | 13F-HR | 8/4/2023 | 000171053723000004 |
| Q1 2023 | 2,391 | 803,368 | VEA, AAPL, VUG, VTV | 13F-HR | 5/11/2023 | 000171053723000003 |
| Q4 2022 | 2,313 | 660,402 | VEA, VCSH, VTV, VIG | 13F-HR | 2/9/2023 | 000171053723000001 |
| Q3 2022 | 2,045 | 436,808 | VCSH, VEA, AAPL, VTI | 13F-HR | 11/7/2022 | 000171053722000010 |
| Q2 2022 | 1,752 | 387,933 | VCSH, VEA, IIIV, VTI | 13F-HR | 8/1/2022 | 000190597922000005 |
| Q1 2022 | 1,720 | 394,272 | VEA, VOO, VTI, IIIV | 13F-HR | 5/25/2022 | 000171053722000008 |
| Q4 2021 | 1,787 | 357,143 | VEA, VCSH, VTI, VOO | RESTATEMENT | 2/17/2022 | 000171053722000006 |