| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 49 | 183,476 | VUG, VYM, BND, VOO | 13F-HR | 4/8/2024 | 000178824124000003 |
| Q4 2023 | 47 | 169,160 | VUG, VYM, BND, VOO | 13F-HR | 1/19/2024 | 000178824124000001 |
| Q3 2023 | 48 | 156,635 | VUG, VYM, BND, VOO | 13F-HR | 10/16/2023 | 000178824123000005 |
| Q2 2023 | 48 | 165,737 | VUG, VYM, BND, VOO | 13F-HR | 7/19/2023 | 000178824123000004 |
| Q1 2023 | 51 | 156,829 | VYM, VUG, BND, VOO | 13F-HR | 4/17/2023 | 000178824123000003 |
| Q4 2022 | 52 | 138,914 | VYM, VUG, BND, VIG | 13F-HR | 2/7/2023 | 000178824123000001 |
| Q3 2022 | 49 | 127,544 | VYM, VUG, BND, MINT | 13F-HR | 10/13/2022 | 000178824122000005 |
| Q2 2022 | 48 | 135,897 | VYM, VUG, BND, MINT | 13F-HR | 7/11/2022 | 000178824122000004 |
| Q1 2022 | 46 | 148,712 | VUG, VYM, BND, MINT | 13F-HR | 4/14/2022 | 000178824122000003 |
| Q4 2021 | 48 | 154,755 | VUG, VYM, BND, MINT | 13F-HR | 1/21/2022 | 000178824122000001 |
| Q3 2021 | 45 | 142,238 | VUG, VYM, BND, MINT | 13F-HR | 10/12/2021 | 000178824121000005 |
| Q2 2021 | 47 | 145,602 | VUG, VYM, BND, MINT | 13F-HR | 7/14/2021 | 000178824121000004 |
| Q1 2021 | 43 | 134,804 | VUG, VYM, BND, MINT | 13F-HR | 4/15/2021 | 000178824121000003 |
| Q4 2020 | 46 | 131,837 | VUG, MINT, VYM, BND | 13F-HR | 1/12/2021 | 000178824121000001 |
| Q3 2020 | 48 | 126,714 | MINT, VUG, VYM, BND | 13F-HR | 11/5/2020 | 000178824120000004 |
| Q2 2020 | 46 | 117,275 | MINT, VUG, VYM, BND | 13F-HR | 7/9/2020 | 000178824120000003 |
| Q1 2020 | 47 | 99,867 | MINT, VUG, VYM, BND | 13F-HR | 4/22/2020 | 000178824120000002 |
| Q4 2019 | 51 | 115,885 | MINT, VUG, VYM, BND | 13F-HR | 1/28/2020 | 000108514620000310 |