| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 14 | 53,938 | VT, VOO, VTV, GLD | 13F-HR | 10/16/2023 | 000117266123003407 |
| Q2 2023 | 16 | 58,751 | VT, VOO, VTV, PICK | 13F-HR | 8/11/2023 | 000117266123002934 |
| Q1 2023 | 19 | 63,164 | VT, VOO, MINT, VTV | 13F-HR | 5/9/2023 | 000173048023000005 |
| Q4 2022 | 19 | 68,820 | VOO, VT, VTV, MINT | 13F-HR | 2/14/2023 | 000173048023000002 |
| Q3 2022 | 19 | 84,835 | MINT, VOO, VT, VTV | 13F-HR | 11/1/2022 | 000173048022000005 |
| Q2 2022 | 19 | 94,075 | VOO, MINT, VT, VTV | 13F-HR | 8/10/2022 | 000173048022000004 |
| Q1 2022 | 10 | 105,863 | VOO, MINT, VT, IEMG | 13F-HR | 5/4/2022 | 000173048022000003 |
| Q4 2021 | 8 | 151,104 | VOO, MINT, VT, IEMG | 13F-HR | 2/10/2022 | 000173048022000002 |
| Q3 2021 | 7 | 155,359 | VOO, MINT, VT, VTEB | 13F-HR | 11/12/2021 | 000173048021000004 |
| Q2 2021 | 6 | 158,191 | VOO, MINT, VT, VTEB | 13F-HR | 8/10/2021 | 000173048021000003 |
| Q1 2021 | 5 | 103,566 | VOO, VT, VTEB, BND | 13F-HR | 5/14/2021 | 000173048021000002 |
| Q4 2020 | 5 | 104,395 | VOO, VT, VTEB, BND | 13F-HR | 2/12/2021 | 000173048021000001 |
| Q3 2020 | 5 | 93,318 | VOO, VT, VTEB, BND | 13F-HR | 11/12/2020 | 000173048020000005 |
| Q2 2020 | 5 | 93,785 | VOO, VT, VTEB, BND | 13F-HR | 8/10/2020 | 000173048020000004 |
| Q1 2020 | 5 | 86,689 | VOO, VT, VTEB, BND | 13F-HR | 5/8/2020 | 000173048020000003 |
| Q4 2019 | 3 | 116,956 | VOO, VT, VTEB | 13F-HR | 2/13/2020 | 000173048020000001 |
| Q3 2019 | 4 | 134,587 | VOO, VT, VEA, VTEB | 13F-HR | 10/30/2019 | 000173048019000004 |
| Q2 2019 | 6 | 138,148 | VOO, VT, BSV, VTEB | 13F-HR | 8/13/2019 | 000173048019000003 |
| Q1 2019 | 6 | 132,708 | VOO, VT, BSV, VEA | 13F-HR | 5/10/2019 | 000173048019000002 |
| Q4 2018 | 4 | 111,318 | VOO, VT, BSV, IEFA | 13F-HR | 2/15/2019 | 000173048019000001 |
| Q3 2018 | 4 | 123,241 | VOO, VT, BSV, IEFA | 13F-HR | 11/9/2018 | 000173048018000006 |
| Q2 2018 | 4 | 113,662 | VOO, VT, BSV, IEFA | 13F-HR | 8/9/2018 | 000173048018000005 |
| Q1 2018 | 6 | 113,973 | VOO, VT, BSV, VTEB | 13F-HR | 5/3/2018 | 000173048018000004 |
| Q4 2017 | 6 | 115,397 | VOO, VT, BSV, VEA | 13F-HR | 2/13/2018 | 000173048018000002 |