| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 44 | 184,334 | VTI, BRK-A, AGG, VXUS | 13F-HR | 4/22/2025 | 000108514625002233 |
| Q4 2024 | 40 | 164,510 | VTI, AGG, VXUS, VEA | 13F-HR | 1/24/2025 | 000108514625000468 |
| Q3 2024 | 43 | 165,831 | VTI, AGG, VXUS, VEA | 13F-HR | 10/29/2024 | 000108514624005205 |
| Q2 2024 | 46 | 168,269 | VTI, AGG, VXUS, VEA | 13F-HR | 7/16/2024 | 000108514624003036 |
| Q1 2024 | 49 | 170,875 | VTI, AGG, VXUS, VEA | 13F-HR | 4/29/2024 | 000108514624002093 |
| Q4 2023 | 70 | 164,102 | VTI, AGG, VEA, VXUS | 13F-HR | 1/19/2024 | 000108514624000326 |
| Q3 2023 | 70 | 141,022 | VTI, AGG, VEA, VXUS | 13F-HR | 10/20/2023 | 000108514623003838 |
| Q1 2023 | 73 | 138,979 | VTI, AGG, VEA, VXUS | 13F-HR | 4/27/2023 | 000108514623001921 |
| Q4 2022 | 41 | 156,278 | VTI, SPYV, AGG, SPYG | 13F-HR | 2/2/2023 | 000108514623000597 |
| Q3 2022 | 39 | 145,303 | VTI, AGG, SPYV, SPYG | 13F-HR | 11/2/2022 | 000108514622003726 |
| Q2 2022 | 40 | 153,890 | VTI, SPYV, AGG, SPYG | 13F-HR | 7/26/2022 | 000108514622002575 |
| Q1 2022 | 43 | 172,682 | VTI, SPYV, AGG, SPYG | 13F-HR | 5/4/2022 | 000108514622001716 |
| Q4 2021 | 32 | 136,412 | VTI, AGG, VXUS, VEA | 13F-HR | 2/11/2022 | 000174826922000003 |
| Q3 2021 | 29 | 129,493 | VTI, AGG, VXUS, VEA | 13F-HR | 10/27/2021 | 000174826921000009 |
| Q2 2021 | 31 | 130,640 | VTI, AGG, VXUS, VEA | 13F-HR | 7/28/2021 | 000174826921000007 |
| Q1 2021 | 32 | 125,147 | VTI, AGG, VXUS, VEA | 13F-HR | 4/26/2021 | 000174826921000004 |
| Q4 2020 | 32 | 123,625 | VTI, AGG, VXUS, LQD | 13F-HR | 1/29/2021 | 000174826921000002 |
| Q3 2020 | 32 | 112,428 | VTI, AGG, VXUS, LQD | 13F-HR | 11/9/2020 | 000174826920000005 |
| Q2 2020 | 30 | 108,654 | VTI, AGG, VXUS, DCPH | 13F-HR | 7/22/2020 | 000174826920000002 |
| Q1 2020 | 31 | 99,415 | VTI, AGG, VXUS, LQD | 13F-HR | 4/27/2020 | 000160704520000055 |
| Q4 2019 | 29 | 109,863 | VTI, AGG, VXUS, DCPH | 13F-HR | 1/27/2020 | 000160704520000024 |
| Q3 2019 | 28 | 96,355 | VTI, AGG, VXUS, LQD | 13F-HR | 10/28/2019 | 000160704519000132 |
| Q2 2019 | 28 | 93,321 | VTI, AGG, VXUS, LQD | 13F-HR | 8/5/2019 | 000160704519000098 |
| Q1 2019 | 29 | 99,227 | VTI, AGG, VXUS, LQD | 13F-HR | 4/29/2019 | 000160704519000058 |
| Q4 2018 | 27 | 91,663 | VTI, AGG, VXUS, LQD | 13F-HR | 1/25/2019 | 000160704519000011 |
| Q3 2018 | 28 | 99,108 | VTI, AGG, VXUS, LQD | 13F-HR | 10/29/2018 | 000160704518000063 |
| Q2 2018 | 18 | 81,512 | VTI, IBDK, AGG, VXUS | 13F-HR | 8/6/2018 | 000160704518000048 |