| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 4 | 214,956 | VTI, VGLT, FLJP, VNQ | 13F-HR | 11/8/2024 | 000114036124045897 |
| Q2 2024 | 4 | 201,443 | VTI, VGLT, FLJP, VNQ | 13F-HR | 7/30/2024 | 000114036124034870 |
| Q1 2024 | 4 | 201,919 | VTI, VGLT, VT, VNQ | 13F-HR | 5/2/2024 | 000114036124024119 |
| Q4 2023 | 5 | 130,268 | VTI, VGIT, VGLT, VNQ | 13F-HR | 2/6/2024 | 000114036124005791 |
| Q3 2023 | 4 | 120,864 | VTI, VT, VGIT, VNQ | 13F-HR | 11/13/2023 | 000114036123052671 |
| Q2 2023 | 3 | 137,585 | VTI, VT, VNQ | 13F-HR | 8/10/2023 | 000114036123039053 |
| Q1 2023 | 3 | 148,285 | VTI, VT, VNQ | 13F-HR | 4/19/2023 | 000114036123019113 |
| Q4 2022 | 2 | 87,416 | VTI, VNQ | 13F-HR | 2/6/2023 | 000114036123004674 |
| Q3 2022 | 3 | 101,068 | VTI, VNQ, IEFA | 13F-HR | 10/27/2022 | 000156761922018845 |
| Q2 2022 | 3 | 127,997 | VTI, IEFA, VNQ | 13F-HR | 7/22/2022 | 000156761922014339 |
| Q1 2022 | 4 | 150,899 | VTI, VNQ, IEFA, VCTR | 13F-HR | 4/25/2022 | 000156761922008859 |
| Q4 2021 | 2 | 156,650 | VTI, VNQ | 13F-HR | 2/9/2022 | 000156761922003096 |
| Q3 2021 | 2 | 156,992 | VTI, VNQ | 13F-HR | 11/3/2021 | 000156761921019235 |
| Q2 2021 | 2 | 137,410 | VTI, VNQ | 13F-HR | 8/5/2021 | 000156761921014468 |
| Q1 2021 | 2 | 130,132 | VTI, VNQ | 13F-HR | 5/17/2021 | 000156761921010313 |
| Q4 2020 | 2 | 135,582 | VTI, VNQ | 13F-HR | 2/16/2021 | 000156761921003722 |
| Q3 2020 | 3 | 132,412 | VTI, VNQ, IEMG | 13F-HR | 11/16/2020 | 000156761920019727 |
| Q2 2020 | 4 | 146,814 | VTI, ACWI, IEMG, VNQ | 13F-HR | 8/14/2020 | 000156761920015217 |
| Q1 2020 | 4 | 140,168 | VTI, ACWI, IEMG, VNQ | 13F-HR | 5/15/2020 | 000156761920010287 |
| Q4 2019 | 4 | 198,717 | VTI, ACWI, IEMG, IEFA | 13F-HR | 2/14/2020 | 000156761920003661 |
| Q3 2019 | 4 | 190,122 | RSP, ACWI, IEMG, IEFA | 13F-HR | 11/14/2019 | 000156761919021318 |
| Q2 2019 | 4 | 191,010 | RSP, ACWI, IEMG, IEFA | 13F-HR | 8/14/2019 | 000156761919016703 |
| Q1 2019 | 4 | 191,741 | RSP, ACWI, IEMG, IEFA | 13F-HR | 5/15/2019 | 000156761919011004 |
| Q4 2018 | 4 | 174,850 | RSP, IEMG, ACWI, IEFA | 13F-HR | 2/14/2019 | 000156761919003939 |
| Q3 2018 | 1 | 175,116 | RSP | 13F-HR | 11/14/2018 | 000156761918006013 |
| Q2 2018 | 1 | 113,990 | RSP | 13F-HR | 8/14/2018 | 000156761918000743 |
| Q1 2018 | 1 | 118,248 | RSP.MX | 13F-HR | 5/15/2018 | 000114036118023601 |
| Q4 2017 | 2 | 32,947 | RSP.MX, OHA INVT CORP | RESTATEMENT | 3/2/2018 | 000114036118011692 |