| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 163 | 713,949 | EFA, BRK-B, VOE, VOT | 13F-HR | 4/22/2025 | 000172524725000003 |
| Q4 2024 | 177 | 710,841 | EFA, VOT, VOE, IWN | 13F-HR | 2/6/2025 | 000172524725000001 |
| Q3 2024 | 185 | 703,448 | EFA, VOE, BRK-B, VOT | 13F-HR | 10/31/2024 | 000172524724000010 |
| Q2 2024 | 165 | 643,196 | EFA, MSFT, VOE, VOT | 13F-HR | 8/13/2024 | 000172524724000005 |
| Q1 2024 | 168 | 631,312 | ISHARES TR MSCI EAFE ETF, MSFT, VANGUARD INDEX FDS MCAP VL IDXVIP, BRK-B | 13F-HR | 4/17/2024 | 000172524724000003 |
| Q4 2023 | 164 | 585,625 | EFA, MSFT, IWN, VOE | 13F-HR | 1/23/2024 | 000172524724000001 |
| Q3 2023 | 151 | 522,896 | EFA, BRK-B, MSFT, IWN | 13F-HR | 10/16/2023 | 000172524723000007 |
| Q2 2023 | 149 | 539,783 | EFA, MSFT, VOE, AAPL | 13F-HR | 7/28/2023 | 000172524723000005 |
| Q1 2023 | 145 | 515,186 | EFA, VOE, BRK-B, MSFT | 13F-HR | 4/14/2023 | 000172524723000003 |
| Q4 2022 | 146 | 483,759 | EFA, VTI, VOE, BRK-B | 13F-HR | 1/23/2023 | 000172524723000001 |
| Q3 2022 | 138 | 444,659 | EFA, VOE, IWN, AAPL | 13F-HR | 10/28/2022 | 000172524722000007 |
| Q2 2022 | 146 | 445,318 | EFA, VOE, IWN, AAPL | 13F-HR | 7/22/2022 | 000172524722000005 |
| Q1 2022 | 143 | 492,466 | EFA, VOE, IWN, AAPL | 13F-HR | 4/25/2022 | 000172524722000003 |
| Q4 2021 | 141 | 482,885 | EFA, IWN, VOT, AAPL | 13F-HR | 2/14/2022 | 000172524722000001 |
| Q3 2021 | 127 | 425,556 | EFA, IWN, VOT, VOE | 13F-HR | 11/8/2021 | 000172524721000007 |
| Q2 2021 | 126 | 378,890 | EFA, IWN, VOT, IWO | 13F-HR | 8/2/2021 | 000172524721000005 |
| Q1 2021 | 105 | 339,692 | EFA, IWN, IWO, VOE | 13F-HR | 4/22/2021 | 000172524721000003 |
| Q4 2020 | 105 | 320,210 | EFA, IWO, VOT, IWN | 13F-HR | 1/21/2021 | 000172524721000001 |
| Q3 2020 | 105 | 276,453 | EFA, VOT, IWO, AAPL | 13F-HR | 10/13/2020 | 000172524720000007 |
| Q2 2020 | 87 | 250,147 | EFA, VOT, IWO, MSFT | 13F-HR | 7/29/2020 | 000172524720000005 |
| Q1 2020 | 69 | 212,998 | VTI, EFA, VT, MSFT | 13F-HR | 4/7/2020 | 000172524720000003 |
| Q4 2019 | 75 | 253,670 | EFA, VOT, VOE, IWO | 13F-HR | 1/21/2020 | 000172524720000001 |
| Q3 2019 | 71 | 232,042 | EFA, VOT, VOE, BRK-B | 13F-HR | 10/15/2019 | 000172524719000006 |
| Q2 2019 | 74 | 222,212 | EFA, VOT, BRK-B, VOE | 13F-HR | 7/15/2019 | 000172524719000004 |
| Q1 2019 | 72 | 209,196 | EFA, VOT, IWO, VOE | 13F-HR | 4/12/2019 | 000172524719000003 |
| Q4 2018 | 71 | 177,072 | EFA, BRK-B, VOT, FIS | 13F-HR | 2/4/2019 | 000172524719000001 |
| Q3 2018 | 77 | 206,807 | EFA, VOT, IWO, VOE | 13F-HR | 10/16/2018 | 000172524718000008 |
| Q2 2018 | 78 | 190,612 | EFA, IWO, VOT, IWN | 13F-HR | 7/24/2018 | 000172524718000006 |
| Q1 2018 | 77 | 186,521 | EFA, IWO, VOT, VOE | 13F-HR | 4/18/2018 | 000172524718000004 |
| Q4 2017 | 76 | 188,098 | EFA, IWO, BRK-B, VOE | 13F-HR | 1/23/2018 | 000172524718000002 |