| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 133 | 520,999 | VOO, VEA, DFAR, VGT | 13F-HR | 10/27/2025 | 000175275825000003 |
| Q2 2025 | 114 | 462,683 | VOO, VEA, DFAR, VGT | 13F-HR | 7/17/2025 | 000108514625003958 |
| Q1 2025 | 98 | 409,327 | VOO, VEA, DFAR, VGT | 13F-HR | 4/22/2025 | 000108514625002242 |
| Q4 2024 | 100 | 409,960 | VOO, VEA, DFAR, VGT | 13F-HR | 2/3/2025 | 000108514625000728 |
| Q3 2024 | 103 | 403,861 | VOO, VEA, DFAR, VGT | 13F-HR | 10/23/2024 | 000108514624005099 |
| Q2 2024 | 82 | 352,242 | VOO, VEA, DFAR, VGT | 13F-HR | 7/30/2024 | 000108514624003350 |
| Q1 2024 | 87 | 412,016 | VOO, VEA, DFAR, VGT | 13F-HR | 4/22/2024 | 000108514624001965 |
| Q4 2023 | 82 | 473,179 | VOO, VEA, LDUR, AGG | 13F-HR | 1/18/2024 | 000108514624000297 |
| Q3 2023 | 78 | 431,237 | VOO, VEA, LDUR, AGG | 13F-HR | 10/19/2023 | 000108514623003816 |
| Q2 2023 | 69 | 438,807 | VOO, VEA, LDUR, AGG | 13F-HR | 7/28/2023 | 000108514623002951 |
| Q1 2023 | 64 | 418,992 | VOO, VEA, LDUR, AGG | 13F-HR | 4/19/2023 | 000108514623001764 |
| Q4 2022 | 71 | 328,124 | VEA, VTIP, LDUR, AGG | 13F-HR | 1/30/2023 | 000108514623000448 |
| Q3 2022 | 61 | 296,200 | VEA, LDUR, VTIP, AGG | 13F-HR | 10/28/2022 | 000108514622003634 |
| Q2 2022 | 60 | 299,171 | VEA, VTIP, LDUR, AGG | 13F-HR | 8/11/2022 | 000108514622002977 |
| Q1 2022 | 64 | 322,358 | VEA, LDUR, VTIP, AGG | 13F-HR | 4/15/2022 | 000139834422007487 |
| Q4 2021 | 56 | 321,113 | VEA, AGG, VTIP, BOND | 13F-HR | 1/13/2022 | 000139834422000558 |
| Q3 2021 | 53 | 289,832 | VEA, AGG, VTIP, BOND | 13F-HR | 10/18/2021 | 000139834421020064 |
| Q2 2021 | 48 | 266,090 | AGG, VEA, VGT, VTIP | 13F-HR | 7/15/2021 | 000139834421014411 |
| Q1 2021 | 46 | 241,049 | AGG, VEA, VGT, VTIP | 13F-HR | 4/15/2021 | 000139834421008074 |
| Q4 2020 | 49 | 218,962 | AGG, VEA, VGT, VTIP | 13F-HR | 1/22/2021 | 000139834421001195 |
| Q3 2020 | 40 | 185,504 | AGG, VEA, VTIP, VGT | 13F-HR | 10/13/2020 | 000139834420020013 |
| Q2 2020 | 35 | 163,854 | AGG, VTIP, VXUS, VGT | 13F-HR | 7/13/2020 | 000139834420013623 |
| Q1 2020 | 31 | 133,985 | VTIP, AGG, VXUS, BOND | 13F-HR | 4/30/2020 | 000139834420008836 |
| Q4 2019 | 30 | 139,341 | VTIP, VXUS, AGG, BOND | 13F-HR | 1/14/2020 | 000139834420000709 |
| Q3 2019 | 30 | 126,381 | VTIP, VXUS, AGG, BOND | 13F-HR | 10/11/2019 | 000139834419017767 |
| Q2 2019 | 29 | 116,643 | VTIP, VXUS, BOND, AGG | 13F-HR | 7/8/2019 | 000139834419011619 |
| Q1 2019 | 28 | 108,810 | VTIP, VXUS, BOND, AGG | 13F-HR | 4/9/2019 | 000139834419006410 |
| Q4 2018 | 28 | 94,445 | VTIP, BOND, VXUS, AGG | 13F-HR | 2/7/2019 | 000139834419002212 |