| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 83 | 197,803 | VEA, VUG, VTV, VBR | 13F-HR | 1/24/2024 | 000178249124000001 |
| Q3 2023 | 73 | 184,259 | VUG, VEA, VTV, VBR | 13F-HR | 10/25/2023 | 000178249123000004 |
| Q2 2023 | 71 | 193,843 | VUG, VEA, VTV, VBR | 13F-HR | 8/2/2023 | 000178249123000003 |
| Q1 2023 | 70 | 186,629 | VTV, VEA, VUG, VBR | 13F-HR | 5/2/2023 | 000178249123000002 |
| Q4 2022 | 53 | 187,602 | VTV, VUG, VEA, VBR | 13F-HR | 2/13/2023 | 000178249123000001 |
| Q3 2022 | 49 | 174,719 | VTV, VUG, VEA, VBR | 13F-HR | 10/25/2022 | 000178249122000004 |
| Q2 2022 | 55 | 187,958 | VTV, VEA, VUG, VBR | 13F-HR | 8/2/2022 | 000178249122000003 |
| Q1 2022 | 54 | 217,972 | VEA, VTV, VUG, VBR | 13F-HR | 4/21/2022 | 000178249122000002 |
| Q4 2021 | 53 | 211,380 | VEA, VTV, VUG, VBR | 13F-HR | 1/31/2022 | 000178249122000001 |
| Q3 2021 | 53 | 198,088 | VEA, VTV, VUG, VGSH | 13F-HR | 10/29/2021 | 000178249121000004 |
| Q2 2021 | 54 | 195,974 | VEA, VTV, VUG, SCHE | 13F-HR | 7/27/2021 | 000178249121000003 |
| Q1 2021 | 55 | 181,295 | VEA, VTV, VUG, SCHE | 13F-HR | 4/15/2021 | 000178249121000002 |
| Q4 2020 | 57 | 168,693 | VTV, VEA, VUG, VGSH | 13F-HR | 2/17/2021 | 000178249121000001 |
| Q3 2020 | 58 | 143,145 | VTV, VEA, VUG, VGSH | 13F-HR | 10/22/2020 | 000178249120000003 |
| Q2 2020 | 57 | 131,062 | VTV, VUG, VEA, VGSH | 13F-HR | 8/7/2020 | 000178249120000002 |
| Q4 2019 | 58 | 100,093 | VUG, VEA, SPSB, EXR | 13F-HR | 2/13/2020 | 000178249120000001 |
| Q3 2019 | 65 | 103,931 | VUG, VEA, SPSB, EXR | 13F-HR | 10/21/2019 | 000178249119000002 |
| Q2 2019 | 61 | 100,343 | VUG, VEA, SPSB, EXR | 13F-HR | 8/2/2019 | 000178249119000001 |