| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 142 | 809,850 | AON, IVV, VOO, BND | 13F-HR | 2/13/2025 | 000117266125000779 |
| Q3 2024 | 145 | 865,814 | AON, IVV, VOO, BND | 13F-HR | 10/25/2024 | 000117266124004368 |
| Q2 2024 | 143 | 724,237 | AON, IVV, VOO, BND | 13F-HR | 8/6/2024 | 000117266124003102 |
| Q1 2024 | 130 | 505,173 | VOO, IVV, BND, EFA | 13F-HR | 5/10/2024 | 000117266124002168 |
| Q4 2023 | 113 | 533,498 | BIL, VOO, IVV, USRT | 13F-HR | 2/5/2024 | 000117266124000463 |
| Q3 2023 | 108 | 1,772,134 | VOO, AGG, RSP, VYM | 13F-HR | 11/3/2023 | 000117266123003614 |
| Q2 2023 | 51 | 326,756 | VOO, IVV, BND, USRT | 13F-HR | 8/1/2023 | 000117266123002708 |
| Q1 2023 | 48 | 308,601 | VOO, IVV, BND, USRT | 13F-HR | 5/8/2023 | 000117266123001893 |
| Q4 2022 | 174 | 339,843 | IVV, BND, VV, USRT | 13F-HR | 2/3/2023 | 000117266123000425 |
| Q3 2022 | 59 | 210,628 | IVV, BND, VV, VXUS | 13F-HR | 11/7/2022 | 000117266122002307 |
| Q2 2022 | 80 | 266,233 | IVV, BND, VV, SPY | 13F-HR | 8/4/2022 | 000117266122001725 |
| Q1 2022 | 62 | 264,971 | IVV, BND, VV, VXUS | 13F-HR | 5/9/2022 | 000117266122001204 |
| Q4 2021 | 57 | 329,734 | USRT, IVV, VV, BND | 13F-HR | 2/11/2022 | 000117266122000359 |
| Q3 2021 | 96 | 330,485 | IVV, USRT, VV, BND | 13F-HR | 11/3/2021 | 000172554721000103 |
| Q2 2021 | 77 | 322,552 | IVV, USRT, VV, BND | 13F-HR | 8/11/2021 | 000172554721000080 |
| Q1 2021 | 81 | 309,085 | IVV, USRT, BND, VV | 13F-HR | 5/14/2021 | 000172554721000050 |
| Q4 2020 | 80 | 269,070 | USRT, VV, BND, VB | 13F-HR | 2/11/2021 | 000172554721000014 |
| Q3 2020 | 22 | 177,698 | BND, VV, USRT, VXUS | 13F-HR | 11/12/2020 | 000172554720000088 |
| Q2 2020 | 18 | 165,233 | VV, BND, USRT, VXUS | 13F-HR | 8/11/2020 | 000172554720000071 |
| Q1 2020 | 20 | 169,383 | BND, USRT, VV, IVV | 13F-HR | 5/8/2020 | 000172554720000047 |
| Q4 2019 | 22 | 183,271 | VOO, USRT, BND, VB | 13F-HR | 2/14/2020 | 000172554720000032 |
| Q3 2019 | 20 | 175,616 | VOO, USRT, BND, VB | 13F-HR | 11/12/2019 | 000172554719000060 |
| Q2 2019 | 19 | 166,995 | VOO, BND, USRT, VB | 13F-HR | 8/13/2019 | 000172554719000054 |
| Q1 2019 | 21 | 202,662 | VOO, USRT, BND, VEA | 13F-HR | 5/10/2019 | 000172554719000023 |
| Q4 2018 | 20 | 174,268 | IVV, BND, VOO, VB | 13F-HR | 2/14/2019 | 000172554719000004 |
| Q3 2018 | 20 | 200,539 | IVV, VOO, BND, VB | 13F-HR | 11/14/2018 | 000172554718000031 |
| Q2 2018 | 20 | 197,294 | IVV, VOO, BND, VB | NEW HOLDINGS | 11/14/2018 | 000172554718000030 |
| Q2 2018 | 9 | 146,952 | IVV, BND, VOO, VB | 13F-HR | 8/10/2018 | 000172554718000024 |
| Q1 2018 | 19 | 195,307 | IVV, BND, VOO, VB | NEW HOLDINGS | 11/14/2018 | 000172554718000029 |
| Q1 2018 | 7 | 145,785 | IVV, BND, VOO, VB | 13F-HR | 5/11/2018 | 000172554718000013 |
| Q4 2017 | 1 | 16,352 | VXUS | NEW HOLDINGS | 5/18/2018 | 000172554718000018 |
| Q4 2017 | 7 | 140,799 | IVV, BND, VOO, VB | 13F-HR | 2/12/2018 | 000172554718000007 |