| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 124 | 172,506 | IVV, AGG, IJR, IEFA | 13F-HR | 10/30/2025 | 000175496025000736 |
| Q2 2025 | 116 | 156,586 | IVV, AGG, IJR, BOND | 13F-HR | 10/30/2025 | 000175496025000735 |
| Q1 2025 | 107 | 138,055 | IVV, AGG, IJR, BOND | 13F-HR | 10/30/2025 | 000175496025000734 |
| Q4 2024 | 116 | 138,060 | IVV, IJR, AGG, VXF | 13F-HR | 10/30/2025 | 000175496025000733 |
| Q3 2024 | 109 | 135,319 | IVV, IJR, AGG, VXF | 13F-HR | 12/15/2025 | 000175496025000810 |
| Q2 2024 | 108 | 124,396 | IVV, SPLG, VXF, AGG | 13F-HR | 12/15/2025 | 000175496025000809 |
| Q1 2024 | 104 | 115,996 | IVV, SPLG, VXF, AGG | 13F-HR | 12/17/2025 | 000175496025000812 |
| Q4 2023 | 106 | 107,279 | IVV, SPLG, AGG, VXF | 13F-HR | 12/15/2025 | 000175496025000808 |