| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 65 | 214,138 | VOO, DYNF, IVV, IVE | 13F-HR | 5/5/2025 | 000108514625002581 |
| Q4 2024 | 62 | 212,881 | IVV, VOO, DYNF, ONEQ | 13F-HR | 2/4/2025 | 000108514625000785 |
| Q3 2024 | 60 | 199,775 | IVV, VOO, EFA, IEMG | 13F-HR | 11/7/2024 | 000108514624005399 |
| Q2 2024 | 52 | 166,975 | IVV, VOO, EFA, ONEQ | 13F-HR | 7/25/2024 | 000108514624003241 |
| Q1 2024 | 52 | 162,279 | IVV, VOO, EFA, DGRO | 13F-HR | 5/6/2024 | 000108514624002290 |
| Q4 2023 | 44 | 135,074 | IVV, ONEQ, VOO, QUAL | 13F-HR | 2/7/2024 | 000108514624000817 |
| Q3 2023 | 50 | 134,741 | IVV, VOO, ONEQ, QUAL | 13F-HR | 2/4/2025 | 000108514625000744 |
| Q2 2023 | 45 | 121,505 | IVV, ONEQ, VOO, QUAL | 13F-HR | 7/26/2023 | 000108514623002924 |
| Q1 2023 | 46 | 131,715 | IVV, EFA, IJR, MINT | 13F-HR | 5/12/2023 | 000108514623002318 |
| Q4 2022 | 48 | 124,980 | EFA, IVV, DGRO, IJR | 13F-HR | 2/10/2023 | 000108514623001044 |
| Q3 2022 | 49 | 115,704 | IVV, IJR, MINT, DGRO | 13F-HR | 11/9/2022 | 000108514622003863 |
| Q2 2022 | 49 | 127,014 | MINT, EFV, IVV, VOO | 13F-HR | 8/10/2022 | 000108514622002939 |
| Q1 2022 | 44 | 137,684 | IVV, DGRO, IJR, EFV | 13F-HR | 5/10/2022 | 000108514622001967 |
| Q4 2021 | 50 | 143,330 | IVV, ONEQ, EFV, DGRO | 13F-HR | 2/10/2022 | 000108514622000762 |
| Q3 2021 | 48 | 131,042 | IVV, ONEQ, EFV, DGRO | 13F-HR | 11/2/2021 | 000108514621003001 |
| Q2 2021 | 48 | 130,938 | IVV, ONEQ, IJR, EFV | 13F-HR | 8/5/2021 | 000108514621002246 |
| Q1 2021 | 44 | 119,670 | IVV, IJR, DGRO, EFV | 13F-HR | 4/28/2021 | 000108514621001338 |
| Q4 2020 | 48 | 108,070 | IVV, IJR, IEMG, EFG | 13F-HR | 1/29/2021 | 000108514621000320 |