| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 40 | 241,026 | SPSB, VUG, VTV, NANR | 13F-HR | 4/18/2025 | 000108514625002199 |
| Q4 2024 | 41 | 233,293 | VUG, SPSB, VTV, NANR | 13F-HR | 1/16/2025 | 000108514625000285 |
| Q3 2024 | 40 | 233,374 | VUG, SPSB, VTV, SPEM | 13F-HR | 10/18/2024 | 000108514624004997 |
| Q2 2024 | 40 | 218,418 | VUG, SPSB, VTV, SPEM | 13F-HR | 7/16/2024 | 000108514624003058 |
| Q1 2024 | 44 | 208,852 | VUG, SPSB, VTV, SPEM | 13F-HR | 4/19/2024 | 000108514624001938 |
| Q4 2023 | 41 | 196,300 | VUG, VTV, SPSB, SPEM | 13F-HR | 1/24/2024 | 000108514624000456 |
| Q3 2023 | 41 | 182,391 | VUG, VTV, SPSB, SPEM | 13F-HR | 10/31/2023 | 000108514623003989 |
| Q2 2023 | 41 | 183,745 | VUG, VTV, SPSB, SPEM | 13F-HR | 8/3/2023 | 000108514623003048 |
| Q1 2023 | 42 | 174,143 | VUG, VTV, SPSB, SPEM | 13F-HR | 5/8/2023 | 000108514623002085 |
| Q4 2022 | 53 | 147,825 | VUG, VTV, SPSB, SPEM | 13F-HR | 2/2/2023 | 000108514623000591 |
| Q3 2022 | 38 | 129,002 | VUG, VTV, SPSB, SPEM | 13F-HR | 10/28/2022 | 000108514622003639 |
| Q2 2022 | 39 | 134,812 | VUG, VTV, SPSB, SPEM | 13F-HR | 8/8/2022 | 000108514622002899 |
| Q1 2022 | 41 | 148,285 | VUG, VTV, VCSH, SPY | 13F-HR | 5/10/2022 | 000108514622001944 |
| Q4 2021 | 39 | 142,694 | VUG, VTV, VCSH, SPY | 13F-HR | 2/8/2022 | 000108514622000645 |
| Q3 2021 | 35 | 129,436 | VUG, VTV, VCSH, SPY | 13F-HR | 10/19/2021 | 000108514621002837 |
| Q2 2021 | 35 | 136,667 | VUG, VTV, VCSH, SPY | 13F-HR | 8/3/2021 | 000108514621002216 |
| Q1 2021 | 33 | 126,183 | VUG, VTV, VCSH, SPY | 13F-HR | 5/5/2021 | 000108514621001465 |
| Q4 2020 | 33 | 115,835 | VUG, VTV, GSY, VCSH | 13F-HR | 2/5/2021 | 000108514621000494 |
| Q3 2020 | 32 | 99,243 | VUG, VTV, GSY, VCSH | 13F-HR | 11/5/2020 | 000108514620002753 |
| Q2 2020 | 31 | 93,887 | VUG, VTV, GSY, VCSH | 13F-HR | 8/11/2020 | 000108514620002101 |
| Q1 2020 | 32 | 79,775 | VUG, VTV, VCSH, GSY | 13F-HR | 5/1/2020 | 000108514620001275 |
| Q4 2019 | 27 | 98,015 | VUG, VTV, VCSH, SPY | 13F-HR | 2/4/2020 | 000108514620000382 |
| Q3 2019 | 34 | 93,569 | VTV, VUG, VCSH, SPY | 13F-HR | 11/6/2019 | 000108514619002755 |
| Q2 2019 | 36 | 100,291 | VUG, VTV, VCSH, SPY | 13F-HR | 8/12/2019 | 000108514619002206 |
| Q1 2019 | 34 | 100,079 | VUG, VTV, VCSH, SPY | 13F-HR | 5/6/2019 | 000108514619001365 |
| Q4 2018 | 34 | 91,433 | VUG, VTV, VCSH, SPY | 13F-HR | 2/14/2019 | 000108514619000700 |
| Q3 2018 | 40 | 114,211 | VUG, VTV, VCSH, SPY | 13F-HR | 11/6/2018 | 000108514618002505 |
| Q2 2018 | 38 | 109,805 | VUG, VTV, VCSH, SPY | 13F-HR | 7/30/2018 | 000108514618001780 |
| Q1 2018 | 38 | 106,786 | VUG, VTV, VCSH, SPY | 13F-HR | 5/8/2018 | 000108514618001271 |
| Q4 2017 | 39 | 115,910 | VUG, VTV, VCSH, SPY | 13F-HR | 2/13/2018 | 000108514618000586 |