| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 109 | 182,556 | VTV, VUG, VOE, VIOG | 13F-HR | 7/22/2026 | 000175593326000011 |
| Q1 2026 | 107 | 157,640 | VTV, VUG, VOE, VIOG | 13F-HR | 4/21/2026 | 000175593326000005 |
| Q4 2025 | 118 | 176,934 | VTV, VUG, VOE, QQQ | 13F-HR | 1/29/2026 | 000175593326000002 |
| Q3 2025 | 112 | 155,199 | VUG, VTV, VOE, VIOG | 13F-HR | 10/14/2025 | 000175593325000009 |
| Q2 2025 | 110 | 150,579 | VUG, VTV, VOE, QQQ | 13F-HR | 7/22/2025 | 000175593325000007 |
| Q1 2025 | 110 | 135,259 | VTV, VUG, VOE, VIOG | 13F-HR | 4/25/2025 | 000175593325000005 |
| Q4 2024 | 109 | 129,012 | VUG, VTV, VOE, VIOG | 13F-HR | 1/24/2025 | 000175593325000002 |
| Q3 2024 | 110 | 125,875 | VUG, VTV, VOE, VIOG | 13F-HR | 10/30/2024 | 000175593324000006 |
| Q2 2024 | 111 | 114,434 | VUG, VTV, VOE, VIOG | 13F-HR | 7/11/2024 | 000175593324000005 |
| Q1 2024 | 111 | 113,014 | VUG, VTV, VOE, VIOG | 13F-HR | 4/26/2024 | 000175593324000003 |
| Q4 2023 | 129 | 108,849 | VUG, VTV, VOE, VIOG | 13F-HR | 1/22/2024 | 000175593324000001 |
| Q3 2023 | 126 | 86,366 | VUG, VTV, VOE, VIOG | 13F-HR | 10/25/2023 | 000175593323000008 |
| Q2 2023 | 125 | 72,866 | VUG, VOE, VIOG, AAPL | 13F-HR | 8/3/2023 | 000175593323000006 |
| Q1 2023 | 132 | 66,176 | VUG, VOE, VIOG, AAPL | 13F-HR | 4/14/2023 | 000175593323000004 |
| Q4 2022 | 132 | 60,880 | VUG, VOE, VIOG, VWO | 13F-HR | 1/19/2023 | 000175593323000002 |
| Q3 2022 | 138 | 50,551 | VUG, VOE, VIOG, VWO | 13F-HR | 10/13/2022 | 000175593322000008 |
| Q2 2022 | 126 | 53,586 | VUG, VOE, VIOG, VWO | 13F-HR | 7/19/2022 | 000175593322000006 |
| Q1 2022 | 128 | 66,268 | VUG, ITOT, VOE, VIOG | 13F-HR | 4/28/2022 | 000175593322000004 |
| Q4 2021 | 137 | 71,572 | VUG, ITOT, VOE, VIOG | 13F-HR | 1/27/2022 | 000175593322000002 |
| Q3 2021 | 149 | 67,204 | VUG, ITOT, VOE, VIOG | 13F-HR | 11/2/2021 | 000175593321000008 |
| Q2 2021 | 138 | 67,717 | VUG, ITOT, VOE, VIOG | 13F-HR | 8/5/2021 | 000175593321000006 |
| Q1 2021 | 134 | 66,294 | VUG, ITOT, VOE, QQQ | 13F-HR | 5/6/2021 | 000175593321000004 |
| Q4 2020 | 146 | 63,654 | VUG, ITOT, VOE, QQQ | 13F-HR | 2/4/2021 | 000175593321000002 |
| Q3 2020 | 151 | 28,977 | VUG, VOE, IJR, AAPL | 13F-HR | 11/2/2020 | 000175593320000008 |
| Q2 2020 | 157 | 27,339 | VUG, VOE, IJR, VWO | 13F-HR | 8/11/2020 | 000175593320000005 |
| Q1 2020 | 166 | 25,114 | VOE, VUG, SPY, IJR | 13F-HR | 5/5/2020 | 000175593320000004 |
| Q4 2019 | 179 | 32,723 | VOE, IJR, SPY, VUG | 13F-HR | 2/7/2020 | 000175593320000002 |
| Q3 2019 | 183 | 30,405 | VOE, IJR, SPY, VUG | 13F-HR | 11/12/2019 | 000175593319000009 |
| Q2 2019 | 251 | 35,394 | VOE, VTI, IJR, VUG | 13F-HR | 8/7/2019 | 000175593319000007 |
| Q1 2019 | 205 | 29,490 | VOE, VTI, IJR, VXUS | 13F-HR | 5/9/2019 | 000175593319000005 |
| Q4 2018 | 226 | 30,370 | VOE, IJR, VTI, VXUS | 13F-HR | 2/11/2019 | 000175593319000003 |