| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 90 | 412,391 | VOO, BIV, META, DFSI | 13F-HR | 5/12/2025 | 000108514625002986 |
| Q4 2024 | 93 | 395,029 | VOO, BIV, META, VUG | 13F-HR | 2/14/2025 | 000108514625001582 |
| Q3 2024 | 93 | 379,307 | VOO, BIV, META, VUG | 13F-HR | 11/1/2024 | 000108514624005311 |
| Q2 2024 | 81 | 330,388 | VOO, BIV, META, VUG | 13F-HR | 7/12/2024 | 000108514624002932 |
| Q1 2024 | 72 | 310,183 | VOO, BIV, META, VYM | 13F-HR | 4/17/2024 | 000108514624001867 |
| Q4 2023 | 59 | 233,024 | VOO, BIV, VYM, VUG | 13F-HR | 1/18/2024 | 000108514624000298 |
| Q3 2023 | 49 | 191,647 | VOO, BIV, VYM, VUG | 13F-HR | 10/24/2023 | 000108514623003887 |
| Q2 2023 | 44 | 185,039 | VOO, BIV, VYM, DSI | 13F-HR | 7/26/2023 | 000108514623002935 |
| Q1 2023 | 44 | 147,570 | VOO, VYM, BIV, DSI | 13F-HR | 5/3/2023 | 000108514623002035 |
| Q4 2022 | 39 | 107,513 | VOO, VYM, IJR, DSI | 13F-HR | 2/7/2023 | 000108514623000764 |
| Q3 2022 | 36 | 97,841 | VOO, VYM, IJR, META | 13F-HR | 10/13/2022 | 000108514622003368 |
| Q2 2022 | 39 | 112,963 | VOO, VYM, VWO, IJR | 13F-HR | 9/8/2022 | 000108514622003201 |
| Q1 2018 | 21 | 43,536 | META, VWO, VOO, VGK | 13F-HR | 5/8/2018 | 000172751418000002 |
| Q4 2017 | 20 | 46,354 | META, VWO, VOO, VGK | 13F-HR | 1/29/2018 | 000172751418000001 |