| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 47 | 200,336 | VOO, IWM, VEU, VEA | 13F-HR | 10/17/2024 | 000121465924017621 |
| Q2 2024 | 47 | 185,739 | VOO, IWM, VEU, SPY | 13F-HR | 7/18/2024 | 000121465924012636 |
| Q1 2024 | 46 | 184,545 | VOO, IWM, VEU, IWN | 13F-HR | 4/11/2024 | 000121465924006564 |
| Q4 2023 | 45 | 181,426 | VOO, IWM, VEU, IWN | 13F-HR | 1/12/2024 | 000121465924000705 |
| Q3 2023 | 47 | 175,569 | VOO, IWM, VEU, SPY | 13F-HR | 10/17/2023 | 000121465923013521 |
| Q2 2023 | 47 | 169,367 | VOO, IWM, VEU, SPY | 13F-HR | 7/31/2023 | 000121465923010298 |
| Q1 2023 | 48 | 168,727 | VOO, IWM, VEU, SPY | 13F-HR | 5/8/2023 | 000121465923006609 |
| Q4 2022 | 50 | 167,326 | VOO, IWM, VEU, SPY | 13F-HR | 2/8/2023 | 000121465923001763 |
| Q3 2022 | 52 | 157,645 | VOO, IWM, SPY, VEU | 13F-HR | 11/3/2022 | 000121465922013077 |
| Q2 2022 | 50 | 164,857 | VOO, IWM, VEU, SPY | 13F-HR | 8/2/2022 | 000121465922009472 |
| Q1 2022 | 48 | 180,529 | VOO, IWM, SPY, VEU | 13F-HR | 5/9/2022 | 000121465922006465 |
| Q4 2021 | 52 | 185,950 | VOO, SPY, VEU, IWM | 13F-HR | 2/4/2022 | 000121465922001870 |
| Q3 2021 | 52 | 168,576 | VOO, SPY, VEU, IWM | 13F-HR | 10/26/2021 | 000121465921010750 |
| Q2 2021 | 51 | 165,145 | VOO, SPY, VEU, IWM | 13F-HR | 8/3/2021 | 000121465921008091 |
| Q1 2021 | 53 | 164,023 | VOO, SPY, VEU, IWM | 13F-HR | 4/28/2021 | 000121465921004557 |
| Q4 2020 | 51 | 149,463 | VOO, SPY, VEU, IWM | 13F-HR | 2/3/2021 | 000121465921001176 |
| Q3 2020 | 59 | 140,635 | VOO, SPY, VEU, IWM | 13F-HR | 10/21/2020 | 000121465920008771 |
| Q2 2020 | 44 | 115,503 | SPY, VOO, VEU, IWM | 13F-HR | 8/3/2020 | 000121465920006684 |
| Q1 2020 | 41 | 100,287 | SPY, VOO, VEU, IWM | 13F-HR | 4/28/2020 | 000121465920003767 |
| Q4 2019 | 38 | 120,188 | SPY, VOO, VEU, IWN | 13F-HR | 1/30/2020 | 000121465920000678 |
| Q3 2019 | 38 | 116,266 | SPY, VOO, VEU, IWN | 13F-HR | 10/17/2019 | 000121465919006518 |
| Q2 2019 | 41 | 118,649 | SPY, VEU, VOO, IWN | 13F-HR | 8/6/2019 | 000121465919005029 |
| Q1 2019 | 41 | 113,952 | SPY, VEU, VOO, IWN | 13F-HR | 5/10/2019 | 000121465919003337 |
| Q4 2018 | 42 | 107,658 | SPY, VEU, VOO, IWN | 13F-HR | 2/8/2019 | 000121465919000905 |