| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 176 | 561,576 | SPY, AGG, ACWI, AAPL | 13F-HR | 4/10/2025 | 000095012325003431 |
| Q4 2024 | 165 | 505,510 | SPY, AGG, ACWI, AAPL | 13F-HR | 1/16/2025 | 000095012325000322 |
| Q3 2024 | 172 | 530,173 | SPY, AGG, ACWI, AAPL | 13F-HR | 10/17/2024 | 000095012324009744 |
| Q2 2024 | 178 | 512,164 | ACWI, SPY, NVDA, AAPL | 13F-HR | 7/16/2024 | 000095012324006601 |
| Q1 2024 | 188 | 539,854 | ACWI, SPY, NVDA, AAPL | 13F-HR | 4/17/2024 | 000095012324003365 |
| Q4 2023 | 181 | 536,220 | ACWI, SPY, AAPL, IEFA | 13F-HR | 1/11/2024 | 000095012324000148 |
| Q3 2023 | 190 | 505,509 | ACWI, SPY, QQQ, AAPL | 13F-HR | 10/20/2023 | 000095012323008914 |
| Q2 2023 | 198 | 524,478 | ACWI, SPY, QQQ, AAPL | 13F-HR | 7/17/2023 | 000095012323006120 |
| Q1 2023 | 193 | 517,184 | ACWI, SPY, QQQ, AAPL | 13F-HR | 4/13/2023 | 000095012323003239 |
| Q4 2022 | 203 | 518,469 | ACWI, SPY, QQQ, IEFA | 13F-HR | 1/12/2023 | 000095012323000160 |
| Q3 2022 | 190 | 448,614 | ACWI, SPY, AAPL, IEFA | 13F-HR | 10/12/2022 | 000095012322010184 |
| Q2 2022 | 216 | 521,704 | ACWI, SPY, IEFA, AAPL | 13F-HR | 7/8/2022 | 000095012322007116 |
| Q1 2022 | 224 | 608,638 | ACWI, SPY, IEFA, AAPL | 13F-HR | 4/7/2022 | 000095012322003817 |
| Q4 2021 | 220 | 604,467 | ACWI, SPY, AAPL, IEFA | 13F-HR | 1/10/2022 | 000095012322000116 |
| Q3 2021 | 201 | 505,343 | SPY, ACWI, IEFA, AAPL | 13F-HR | 10/5/2021 | 000095012321012834 |
| Q2 2021 | 209 | 467,255 | SPY, IEFA, AAPL, MSFT | 13F-HR | 7/13/2021 | 000095012321008704 |
| Q1 2021 | 203 | 437,843 | SPY, IEFA, AAPL, MSFT | 13F-HR | 4/7/2021 | 000095012321004302 |
| Q4 2020 | 196 | 417,858 | SPY, IEFA, AAPL, MSFT | 13F-HR | 1/12/2021 | 000095012321000273 |
| Q3 2020 | 197 | 378,608 | SPY, IEFA, AAPL, MSFT | 13F-HR | 10/22/2020 | 000095012320010369 |
| Q2 2020 | 187 | 352,689 | SPY, IEFA, AAPL, MSFT | 13F-HR | 7/28/2020 | 000095012320007242 |
| Q1 2020 | 190 | 350,537 | SPY, IEFA, AAPL, MSFT | 13F-HR | 4/17/2020 | 000095012320003400 |
| Q4 2019 | 218 | 461,297 | SPY, IEFA, AAPL, VMBS | 13F-HR | 1/27/2020 | 000095012320000509 |
| Q3 2019 | 219 | 450,700 | SPY, IEFA, AAPL, VMBS | 13F-HR | 10/3/2019 | 000095012319009286 |
| Q2 2019 | 241 | 461,849 | SPY, IEFA, IJH, AAPL | 13F-HR | 8/13/2019 | 000095012319007824 |
| Q1 2019 | 749 | 508,382 | SPY, IEFA, IJH, AAPL | 13F-HR | 5/9/2019 | 000095012319004154 |