| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 168 | 261,679 | IVV, VUG, VEA, VTV | 13F-HR | 1/26/2024 | 000143774924002257 |
| Q3 2023 | 163 | 237,821 | IVV, VUG, VEA, IUSB | 13F-HR | 10/24/2023 | 000143774923028870 |
| Q2 2023 | 167 | 245,241 | IVV, VUG, VEA, IUSB | 13F-HR | 7/19/2023 | 000143774923020206 |
| Q1 2023 | 165 | 235,555 | IVV, IUSB, VEA, VUG | 13F-HR | 5/3/2023 | 000143774923012227 |
| Q4 2022 | 191 | 223,103 | IVV, VEA, VTV, VUG | 13F-HR | 1/25/2023 | 000143774923001714 |
| Q3 2022 | 199 | 212,237 | IVV, VEA, VUG, VTV | 13F-HR | 11/2/2022 | 000143774922025523 |
| Q2 2022 | 192 | 221,503 | IVV, VEA, SPAB, VUG | 13F-HR | 8/5/2022 | 000143774922019102 |
| Q1 2022 | 196 | 247,394 | VUG, VEA, IVV, VTV | 13F-HR | 4/19/2022 | 000143774922009206 |
| Q4 2021 | 159 | 248,511 | VEA, VUG, IVV, VTV | 13F-HR | 2/10/2022 | 000143774922002940 |
| Q3 2021 | 209 | 236,964 | VEA, VUG, BNDX, VTV | 13F-HR | 11/24/2021 | 000143774921027350 |
| Q2 2021 | 208 | 234,635 | VUG, VEA, VTV, BNDX | 13F-HR | 7/28/2021 | 000143774921017702 |
| Q1 2021 | 223 | 218,033 | VEA, VUG, VTV, BNDX | 13F-HR | 5/5/2021 | 000143774921010821 |
| Q4 2020 | 437 | 220,431 | VUG, VEA, VTV, BNDX | 13F-HR | 2/9/2021 | 000143774921002274 |
| Q3 2020 | 399 | 200,808 | VUG, VEA, BNDX, VTV | 13F-HR | 10/27/2020 | 000143774920021682 |
| Q2 2020 | 381 | 187,495 | VUG, VEA, VTV, BNDX | 13F-HR | 7/16/2020 | 000143774920015281 |
| Q1 2020 | 385 | 164,714 | VEA, BNDX, VUG, VTV | 13F-HR | 5/20/2020 | 000143774920011378 |
| Q4 2019 | 375 | 185,197 | VEA, VTV, VUG, BNDX | 13F-HR | 1/27/2020 | 000143774920001217 |
| Q3 2019 | 394 | 167,331 | VEA, VTV, VUG, BNDX | 13F-HR | 10/15/2019 | 000143774919020039 |
| Q2 2019 | 410 | 161,275 | VEA, VTV, VUG, BNDX | 13F-HR | 7/18/2019 | 000143774919014231 |
| Q1 2019 | 426 | 146,692 | VEA, VTV, BNDX, VUG | 13F-HR | 4/22/2019 | 000143774919007657 |
| Q4 2018 | 414 | 125,664 | VEA, BNDX, VTV, BSV | 13F-HR | 2/14/2019 | 000143774919002545 |