| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 103 | 350,605 | BSV, IVV, VEA, VTI | 13F-HR | 4/22/2025 | 000166773125000494 |
| Q4 2024 | 104 | 354,602 | BSV, IVV, VTI, VEA | 13F-HR | 1/23/2025 | 000166773125000104 |
| Q3 2024 | 104 | 358,029 | BSV, IVV, VTI, VEA | 13F-HR | 10/18/2024 | 000175085224000005 |
| Q2 2024 | 93 | 346,184 | BSV, IVV, VTI, VEA | 13F-HR | 7/19/2024 | 000175085224000003 |
| Q1 2024 | 95 | 361,746 | BSV, IVV, VTI, VEA | 13F-HR | 5/3/2024 | 000175085224000002 |
| Q4 2023 | 92 | 337,885 | BSV, IVV, VTI, VEA | 13F-HR | 2/9/2024 | 000175085224000001 |
| Q3 2023 | 84 | 305,059 | BSV, IVV, VTI, VEA | 13F-HR | 11/8/2023 | 000175085223000014 |
| Q2 2023 | 82 | 282,624 | BSV, IVV, VGK, VNQ | 13F-HR | 7/13/2023 | 000175085223000013 |
| Q1 2023 | 81 | 272,217 | BSV, IVV, VGK, VNQ | 13F-HR | 5/15/2023 | 000184281123000003 |
| Q4 2022 | 78 | 256,321 | BSV, IVV, VGK, VNQ | 13F-HR | 2/7/2023 | 000175085223000008 |