| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 58 | 311,834 | IVV, VOO, TLT, SPLG | 13F-HR | 11/13/2024 | 000177053224000006 |
| Q2 2024 | 55 | 291,809 | IVV, VOO, SPLG, XLG | 13F-HR | 8/15/2024 | 000177053224000004 |
| Q1 2024 | 260 | 294,299 | IVV, VOO, MOAT, SPLG | 13F-HR | 5/15/2024 | 000177053224000003 |
| Q4 2023 | 261 | 272,182 | IVV, VOO, MOAT, SPLG | 13F-HR | 2/14/2024 | 000177053224000001 |
| Q3 2023 | 239 | 244,439 | IVV, VOO, MOAT, OMFL | 13F-HR | 11/13/2023 | 000177053223000005 |
| Q2 2023 | 235 | 249,165 | IVV, VOO, IGSB, EZU | 13F-HR | 8/14/2023 | 000177053223000004 |
| Q1 2023 | 259 | 250,706 | IVV, VOO, COWZ, EZU | 13F-HR | 4/27/2023 | 000177053223000003 |
| Q4 2022 | 258 | 228,628 | IVV, VOO, IEFA, COWZ | 13F-HR | 2/14/2023 | 000177053223000002 |
| Q3 2022 | 223 | 171,563 | IVV, IEFA, PALC, COWZ | 13F-HR | 11/10/2022 | 000177053222000005 |
| Q2 2022 | 221 | 162,596 | IVV, IEFA, ALTL, PALC | 13F-HR | 8/12/2022 | 000177053222000004 |
| Q1 2022 | 195 | 178,278 | IVV, IEFA, IJH, IJR | 13F-HR | 5/16/2022 | 000177053222000003 |
| Q4 2021 | 210 | 167,445 | IVV, EDOW, FLV, IJH | 13F-HR | 2/14/2022 | 000177053222000001 |
| Q3 2021 | 191 | 150,771 | IVV, EDOW, FLV, IJH | 13F-HR | 11/9/2021 | 000177053221000005 |
| Q2 2021 | 184 | 149,928 | IVV, IJR, IJH, EDOW | 13F-HR | 8/3/2021 | 000177053221000004 |
| Q1 2021 | 187 | 113,406 | IVV, IJH, IJR, AAXJ | 13F-HR | 5/4/2021 | 000177053221000003 |
| Q4 2020 | 178 | 111,938 | IVV, IJR, IJH, QQQ | 13F-HR | 2/5/2021 | 000177053221000002 |
| Q3 2020 | 167 | 106,837 | IVV, QQQ, IJH, IJR | 13F-HR | 11/12/2020 | 000177053220000009 |
| Q2 2020 | 129 | 113,537 | IVV, QQQ, IJH, IJR | 13F-HR | 7/31/2020 | 000177053220000006 |
| Q1 2020 | 153 | 131,336 | IVV, EFAV, QQQ, IVW | 13F-HR | 4/29/2020 | 000177053220000005 |
| Q4 2019 | 135 | 174,120 | IVV, EFAV, RSP, QQQ | 13F-HR | 2/14/2020 | 000177053220000002 |