| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 1,418 | 389,690 | VUSB, VEA, VOO, BNDX | 13F-HR | 5/9/2025 | 000184297425000002 |
| Q4 2024 | 967 | 389,250 | VUSB, VEA, VOO, BNDX | 13F-HR | 1/29/2025 | 000190715725000003 |
| Q3 2024 | 1,313 | 382,092 | VEA, VUSB, VOO, BNDX | 13F-HR | 10/18/2024 | 000179270424000013 |
| Q2 2024 | 1,229 | 362,486 | VEA, VUSB, VOO, BNDX | 13F-HR | 7/26/2024 | 000190696724000006 |
| Q1 2024 | 1,150 | 372,655 | VEA, VUSB, VOO, BNDX | 13F-HR | 5/3/2024 | 000179270424000001 |
| Q4 2023 | 1,124 | 356,409 | VUSB, VEA, VOO, BNDX | 13F-HR | 1/26/2024 | 000200449524000002 |
| Q3 2023 | 1,227 | 350,155 | VUSB, VEA, VOO, BNDX | 13F-HR | 10/20/2023 | 000179270423000009 |
| Q2 2023 | 995 | 381,781 | VUSB, VEA, VOO, VTIP | 13F-HR | 7/14/2023 | 000179270423000003 |
| Q1 2023 | 811 | 366,581 | VUSB, VEA, VOO, VTIP | 13F-HR | 5/5/2023 | 000179270423000002 |
| Q4 2022 | 560 | 321,321 | VEA, MINT, VUSB, VTIP | 13F-HR | 1/30/2023 | 000179270423000001 |
| Q3 2022 | 559 | 321,612 | VEA, MINT, VUSB, VTIP | 13F-HR | 10/31/2022 | 000179270422000004 |
| Q2 2022 | 557 | 322,285 | VEA, MINT, VTIP, VOO | 13F-HR | 8/11/2022 | 000179270422000002 |
| Q1 2022 | 420 | 347,522 | MINT, VEA, VOO, VTIP | 13F-HR | 5/4/2022 | 000078404522000004 |
| Q4 2021 | 427 | 353,566 | MINT, VOO, VEA, BNDX | 13F-HR | 1/26/2022 | 000179270422000001 |
| Q3 2021 | 411 | 329,668 | MINT, VOO, VEA, BNDX | 13F-HR | 11/1/2021 | 000179270421000004 |
| Q2 2021 | 399 | 328,280 | MINT, VOO, AGG, VEA | 13F-HR | 7/27/2021 | 000179270421000003 |
| Q1 2021 | 358 | 286,238 | MINT, VOO, AGG, BNDX | 13F-HR | 5/5/2021 | 000179270421000002 |
| Q4 2020 | 360 | 317,946 | VOO, MINT, AGG, SHV | 13F-HR | 1/26/2021 | 000179270421000001 |
| Q3 2020 | 305 | 297,388 | SHV, VGSH, AGG, VOO | 13F-HR | 10/30/2020 | 000078404520000005 |
| Q2 2020 | 279 | 287,379 | SHV, VGSH, AGG, MINT | 13F-HR | 7/29/2020 | 000179270420000003 |
| Q1 2020 | 315 | 233,678 | MINT, SHV, VGSH, BSV | 13F-HR | 4/8/2020 | 000179270420000002 |
| Q4 2019 | 47 | 111,765 | MINT, VTI, VYM, VNQ | 13F-HR | 1/29/2020 | 000179270420000001 |
| Q3 2019 | 43 | 104,715 | MINT, VTI, VNQ, VYM | 13F-HR | 10/31/2019 | 000179270419000001 |