| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2021 | 10 | 42,292 | SPY, DBB, MDLZ, DIA | 13F-HR | 11/12/2021 | 000173742121000005 |
| Q2 2021 | 9 | 72,782 | PICK, SPY, MOO, MDLZ | 13F-HR | 8/5/2021 | 000173742121000004 |
| Q1 2021 | 11 | 61,341 | SPY, MOO, PICK, VG | 13F-HR | 5/13/2021 | 000173742121000003 |
| Q4 2020 | 8 | 63,886 | SPY, NMFC, VG, IVV | 13F-HR | 2/16/2021 | 000173742121000002 |
| Q3 2020 | 9 | 107,225 | IVV, SPY, VG, VXUS | 13F-HR | 11/13/2020 | 000173742120000005 |
| Q2 2020 | 8 | 100,426 | IVV, SPY, VG, NMFC | 13F-HR | 8/3/2020 | 000173742120000004 |
| Q1 2020 | 10 | 104,777 | IVV, SPY, VG, NMFC | 13F-HR | 5/8/2020 | 000173742120000003 |
| Q4 2019 | 9 | 83,674 | IVV, SPY, VG, IWV | 13F-HR | 2/12/2020 | 000173742120000001 |
| Q3 2019 | 8 | 79,048 | IVV, SPY, VG, IWV | 13F-HR | 11/12/2019 | 000173742119000006 |
| Q2 2019 | 11 | 120,868 | EFA, IVV, SPY, VXUS | 13F-HR | 8/12/2019 | 000173742119000005 |
| Q1 2019 | 9 | 117,036 | EFA, IVV, SPY, VXUS | 13F-HR | 5/13/2019 | 000173742119000004 |
| Q4 2018 | 14 | 114,837 | EFA, SPY, IVV, VXUS | 13F-HR | 2/8/2019 | 000173742119000002 |