Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q1 2023 | 467 | 243,796 | DFAC, VCSH, MSCI, VBR | 13F-HR | 4/17/2023 | 000176174223000002 |
Q4 2022 | 324 | 224,716 | DFAC, VCSH, MSCI, VBR | 13F-HR | 1/13/2023 | 000176174223000001 |
Q3 2022 | 308 | 210,100 | VCSH, DFAC, MSCI, VBR | 13F-HR | 10/13/2022 | 000176174222000004 |
Q2 2022 | 316 | 218,295 | VCSH, DFAC, MSCI, VBR | 13F-HR | 7/12/2022 | 000176174222000003 |
Q1 2022 | 319 | 244,649 | DFAC, VCSH, MSCI, VBR | 13F-HR | 4/26/2022 | 000176174222000002 |
Q4 2021 | 335 | 256,706 | DFAC, VCSH, MSCI, VBR | 13F-HR | 1/27/2022 | 000176174222000001 |
Q3 2021 | 359 | 240,052 | DFAC, MSCI, VCSH, VBR | 13F-HR | 10/22/2021 | 000176174221000004 |
Q2 2021 | 355 | 230,816 | DFAC, VCSH, MSCI, VBR | 13F-HR | 8/3/2021 | 000176174221000003 |
Q1 2021 | 85 | 182,882 | VCSH, VBR, MSCI, VB | 13F-HR | 4/14/2021 | 000175496021000058 |
Q4 2020 | 85 | 168,355 | VCSH, MSCI, VBR, AAPL | 13F-HR | 2/3/2021 | 000175496021000029 |
Q3 2020 | 80 | 148,314 | VCSH, MSCI, AAPL, VTI | 13F-HR | 11/12/2020 | 000175496020000081 |
Q2 2020 | 76 | 132,981 | VCSH, MSCI, VTI, AAPL | 13F-HR | 7/31/2020 | 000175496020000051 |
Q1 2020 | 70 | 114,620 | VCSH, MSCI, VTI, BSV | 13F-HR | 4/14/2020 | 000175496020000021 |
Q4 2019 | 83 | 121,230 | VCSH, VTI, ITOT, AAPL | 13F-HR | 2/11/2020 | 000175496020000012 |
Q3 2019 | 81 | 112,759 | VCSH, VTI, ITOT, VNQ | 13F-HR | 10/23/2019 | 000175496019000033 |
Q2 2019 | 78 | 108,497 | VCSH, VTI, VBR, IVV | 13F-HR | 7/18/2019 | 000175496019000020 |
Q1 2019 | 74 | 102,447 | VCSH, VTI, VBR, IVV | 13F-HR | 5/16/2019 | 000175496019000013 |