| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 98 | 264,861 | SPY, VTI, SCHF, ITOT | 13F-HR | 4/25/2025 | 000175770625000006 |
| Q4 2024 | 100 | 312,036 | SPY, VTI, SCHF, ITOT | 13F-HR | 1/27/2025 | 000175770625000004 |
| Q3 2024 | 100 | 299,910 | SPY, VTI, SCHF, ITOT | 13F-HR | 10/30/2024 | 000175770624000012 |
| Q2 2024 | 90 | 269,934 | SPY, VTI, SCHF, ITOT | 13F-HR | 7/23/2024 | 000171253324000011 |
| Q1 2024 | 90 | 261,721 | VTI, SPY, SCHF, ITOT | 13F-HR | 4/22/2024 | 000175770624000004 |
| Q4 2023 | 79 | 232,050 | VTI, SPY, SCHF, ITOT | 13F-HR | 1/23/2024 | 000175770624000002 |
| Q3 2023 | 67 | 212,762 | VTI, SCHF, SPY, LVHD | 13F-HR | 10/13/2023 | 000175770623000009 |
| Q2 2023 | 71 | 215,710 | VTI, SCHF, LVHD, SPY | 13F-HR | 7/25/2023 | 000175770623000007 |
| Q1 2023 | 69 | 194,638 | VTI, LVHD, SCHF, ITOT | 13F-HR | 4/28/2023 | 000175770623000005 |
| Q4 2022 | 70 | 183,807 | VTI, ITOT, SCHF, VYM | 13F-HR | 1/23/2023 | 000175770623000002 |
| Q3 2022 | 68 | 169,990 | VTI, ITOT, SCHF, IJR | 13F-HR | 11/1/2022 | 000175770622000009 |
| Q2 2022 | 72 | 195,162 | VTI, ITOT, SHY, NOBL | 13F-HR | 7/22/2022 | 000175770622000006 |
| Q1 2022 | 77 | 235,380 | VTI, ITOT, SHY, IJR | 13F-HR | 4/22/2022 | 000175770622000004 |
| Q4 2021 | 77 | 239,263 | VTI, ITOT, AGG, IJR | 13F-HR | 1/26/2022 | 000175770622000002 |
| Q3 2021 | 67 | 210,368 | VTI, ITOT, AGG, IJR | 13F-HR | 10/26/2021 | 000175770621000011 |
| Q2 2021 | 67 | 209,486 | VTI, ITOT, AGG, IJR | 13F-HR | 7/26/2021 | 000175770621000008 |
| Q1 2021 | 62 | 183,275 | VTI, ITOT, AGG, IJR | 13F-HR | 4/26/2021 | 000175770621000006 |
| Q4 2020 | 67 | 181,753 | VTI, ITOT, AGG, VEU | 13F-HR | 1/20/2021 | 000175770621000002 |
| Q3 2020 | 62 | 155,180 | VTI, ITOT, AGG, VEU | 13F-HR | 10/15/2020 | 000175770620000008 |
| Q2 2020 | 56 | 135,991 | VTI, ITOT, AGG, VEU | 13F-HR | 7/21/2020 | 000175770620000006 |
| Q1 2020 | 37 | 99,339 | VTI, VEU, IWM, NOBL | 13F-HR | 5/8/2020 | 000175770620000004 |
| Q4 2019 | 38 | 120,813 | VTI, VEU, IWM, NOBL | 13F-HR | 1/31/2020 | 000175770620000002 |
| Q3 2019 | 33 | 101,995 | VTI, VEU, IWM, NOBL | 13F-HR | 11/1/2019 | 000175770619000007 |
| Q2 2019 | 36 | 102,504 | VTI, VEU, IWM, VTV | 13F-HR | 7/25/2019 | 000175770619000005 |
| Q1 2019 | 34 | 95,737 | VTI, VEU, IWM, VTV | 13F-HR | 4/24/2019 | 000175770619000003 |
| Q4 2018 | 30 | 80,668 | VTI, VEU, IWM, VTV | 13F-HR | 1/30/2019 | 000175770619000001 |
| Q3 2018 | 13 | 80,438 | VTI, VEU, IWM, KRE | 13F-HR | 11/5/2018 | 000175770618000001 |