| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 14 | 530,822 | VOO, AGG, VCSH, MUB | 13F-HR | 4/21/2025 | 000106299325007704 |
| Q4 2024 | 14 | 485,690 | VOO, VCSH, AGG, MUB | 13F-HR | 1/21/2025 | 000106299325000924 |
| Q3 2024 | 13 | 418,026 | VOO, AGG, VCSH, MUB | 13F-HR | 10/15/2024 | 000106299324017663 |
| Q2 2024 | 14 | 380,279 | VOO, AGG, VCSH, MUB | 13F-HR | 8/14/2024 | 000137647424000439 |
| Q1 2024 | 14 | 386,583 | VOO, VCSH, AGG, MUB | 13F-HR | 5/14/2024 | 000090901224000052 |
| Q4 2023 | 14 | 406,527 | VOO, VCSH, AGG, MUB | 13F-HR | 2/14/2024 | 000090901224000025 |
| Q3 2023 | 9 | 377,855 | VOO, VCSH, AGG, MUB | 13F-HR | 11/14/2023 | 000090901223000113 |
| Q2 2023 | 16 | 396,128 | VOO, VCSH, AGG, MUB | 13F-HR | 8/8/2023 | 000090901223000083 |
| Q1 2023 | 7 | 367,816 | VOO, VCSH, AGG, MUB | 13F-HR | 5/15/2023 | 000090901223000063 |
| Q4 2022 | 7 | 394,296 | VOO, VCSH, AGG, MUB | 13F-HR | 2/14/2023 | 000090901223000026 |
| Q3 2022 | 7 | 387,727 | VOO, AGG, VCSH, MUB | 13F-HR | 11/14/2022 | 000090901222000136 |
| Q2 2022 | 7 | 415,893 | VOO, AGG, VCSH, MUB | 13F-HR | 8/11/2022 | 000090901222000095 |
| Q1 2022 | 7 | 560,480 | VOO, AGG, VCSH, MUB | 13F-HR | 5/5/2022 | 000090901222000064 |
| Q4 2021 | 7 | 485,088 | VOO, AGG, VCSH, MUB | RESTATEMENT | 2/3/2022 | 000090901222000019 |
| Q3 2021 | 7 | 415,650 | VOO, AGG, VCSH, MUB | 13F-HR | 11/5/2021 | 000090901221000143 |
| Q2 2021 | 7 | 379,241 | VOO, AGG, VCSH, MUB | 13F-HR | 8/10/2021 | 000090901221000107 |
| Q1 2021 | 7 | 321,233 | VOO, AGG, VCSH, MUB | 13F-HR | 4/23/2021 | 000090901221000069 |
| Q4 2020 | 8 | 319,903 | AGG, VOO, MUB, VCSH | 13F-HR | 2/5/2021 | 000090901221000019 |
| Q3 2020 | 8 | 270,140 | AGG, VOO, MUB, EFAV | 13F-HR | 10/29/2020 | 000090901220000138 |
| Q2 2020 | 7 | 226,218 | AGG, VOO, MUB, EFAV | 13F-HR | 8/13/2020 | 000090901220000120 |
| Q1 2020 | 6 | 198,905 | AGG, VOO, MUB, EFAV | 13F-HR | 4/30/2020 | 000090901220000068 |
| Q4 2019 | 6 | 117,037 | AGG, VOO, MUB, EFAV | 13F-HR | 1/28/2020 | 000090901220000013 |