| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 105 | 385,781 | SPTM, AGG, NTSX, VXUS | 13F-HR | 10/10/2024 | 000175496024000488 |
| Q2 2024 | 102 | 362,187 | SPTM, AGG, NTSX, VXUS | 13F-HR | 7/17/2024 | 000175496024000285 |
| Q1 2024 | 102 | 349,513 | SPTM, AGG, NTSX, VXUS | 13F-HR | 4/25/2024 | 000175496024000183 |
| Q4 2023 | 94 | 302,090 | SPTM, AGG, VOO, VXUS | 13F-HR | 1/17/2024 | 000175496024000038 |
| Q3 2023 | 91 | 220,986 | SPTM, VOO, AGG, VXUS | 13F-HR | 10/25/2023 | 000108514623003921 |
| Q2 2023 | 76 | 193,459 | SPTM, VOO, VXUS, SSO | 13F-HR | 7/12/2023 | 000108514623002667 |
| Q1 2023 | 60 | 169,352 | SPTM, VOO, VTI, DGRO | 13F-HR | 4/27/2023 | 000108514623001943 |
| Q4 2022 | 75 | 147,744 | SPTM, VOO, DGRO, MMTM | 13F-HR | 2/14/2023 | 000139834423003406 |
| Q3 2022 | 504 | 162,125 | SPTM, TIP, VOO, TFLO | 13F-HR | 11/9/2022 | 000139834422021701 |
| Q2 2022 | 492 | 179,094 | SPTM, TIP, VOO, TFLO | 13F-HR | 7/28/2022 | 000139834422014246 |
| Q1 2022 | 496 | 231,662 | SPTM, VOO, TIP, VTI | 13F-HR | 5/5/2022 | 000139834422008843 |
| Q4 2021 | 480 | 231,324 | SPTM, VTI, VOO, TLT | 13F-HR | 1/18/2022 | 000139834422000740 |
| Q3 2021 | 421 | 174,609 | SPTM, VOO, VTI, DGRO | 13F-HR | 10/19/2021 | 000139834421020085 |
| Q2 2021 | 419 | 181,592 | SPTM, VOO, ITOT, VTI | 13F-HR | 7/19/2021 | 000139834421014506 |
| Q1 2021 | 376 | 161,031 | SPTM, ITOT, VTI, VOO | 13F-HR | 5/5/2021 | 000139834421009708 |
| Q4 2020 | 375 | 126,888 | VOO, SCZ, VTI, SPTM | 13F-HR | 1/14/2021 | 000139834421000873 |
| Q3 2020 | 351 | 107,246 | VOO, SCZ, VTI, SPTM | 13F-HR | 11/13/2020 | 000139834420022463 |
| Q2 2020 | 67 | 76,212 | VOO, VTI, SPTM, ACWV | 13F-HR | 8/14/2020 | 000108514620002311 |
| Q1 2020 | 50 | 55,327 | SPTM, ACWV, VXUS, UNP | 13F-HR | 5/15/2020 | 000108514620001520 |
| Q4 2019 | 76 | 105,417 | VOO, SPTM, MTUM, SPAB | 13F-HR | 2/11/2020 | 000108514620000583 |