| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 128 | 689,927 | VOO, MUB, IEFA, BND | 13F-HR | 11/14/2024 | 000176908924000004 |
| Q2 2024 | 130 | 618,188 | VOO, MUB, BND, IEFA | 13F-HR | 8/15/2024 | 000176908924000003 |
| Q1 2024 | 144 | 599,823 | VOO, MUB, IEFA, BND | 13F-HR | 5/14/2024 | 000176908924000002 |
| Q4 2023 | 108 | 549,033 | VOO, MUB, BND, IEFA | 13F-HR | 2/14/2024 | 000176908924000001 |
| Q3 2023 | 101 | 490,764 | MUB, VCSH, BND, VOO | 13F-HR | 11/13/2023 | 000176908923000005 |
| Q2 2023 | 101 | 518,350 | MUB, VCSH, VOO, SPY | 13F-HR | 8/14/2023 | 000176908923000004 |
| Q1 2023 | 93 | 494,971 | VCSH, MUB, SPY, BND | 13F-HR | 5/10/2023 | 000176908923000003 |
| Q4 2022 | 92 | 392,266 | VCSH, BND, SPY, IEFA | 13F-HR | 2/14/2023 | 000176908923000001 |
| Q3 2022 | 85 | 334,691 | VCSH, BND, SPY, IEFA | 13F-HR | 11/14/2022 | 000176908922000006 |
| Q2 2022 | 91 | 352,477 | BND, VCSH, SPY, IEFA | 13F-HR | 8/15/2022 | 000176908922000004 |
| Q1 2022 | 94 | 382,862 | SPY, BND, VCSH, IEFA | 13F-HR | 5/12/2022 | 000176908922000003 |
| Q4 2021 | 92 | 328,477 | SPY, BND, VCSH, IEFA | 13F-HR | 2/14/2022 | 000176908922000001 |
| Q3 2021 | 88 | 298,659 | SPY, BND, VCSH, IEFA | 13F-HR | 11/12/2021 | 000176908921000005 |
| Q2 2021 | 89 | 288,796 | SPY, BND, VCSH, IEFA | 13F-HR | 8/13/2021 | 000176908921000004 |
| Q1 2021 | 89 | 260,575 | SPY, BND, VCSH, IEFA | 13F-HR | 4/30/2021 | 000176908921000003 |
| Q4 2020 | 82 | 244,473 | SPY, BND, VCSH, IEFA | 13F-HR | 2/12/2021 | 000176908921000002 |
| Q3 2020 | 81 | 218,296 | SPY, VCSH, BND, GLD | 13F-HR | 10/15/2020 | 000176908920000004 |
| Q2 2020 | 88 | 191,813 | SPY, VCSH, BND, GLD | 13F-HR | 8/13/2020 | 000176908920000003 |
| Q1 2020 | 60 | 152,543 | SPY, VCSH, BND, GLD | 13F-HR | 5/15/2020 | 000176908920000002 |
| Q4 2019 | 54 | 153,246 | SPY, VCSH, BND, VO | 13F-HR | 2/11/2020 | 000176908920000001 |
| Q3 2019 | 52 | 141,017 | SPY, VCSH, BND, VO | 13F-HR | 11/15/2019 | 000176908919000004 |
| Q2 2019 | 49 | 135,945 | SPY, VCSH, BND, VO | 13F-HR | 8/12/2019 | 000176908919000003 |
| Q1 2019 | 53 | 133,221 | SPY, VCSH, BND, VO | 13F-HR | 5/16/2019 | 000176908919000002 |
| Q4 2018 | 54 | 122,487 | SPY, VCSH, BND, VO | 13F-HR | 2/28/2019 | 000176908919000001 |