| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 65 | 174,222 | VXUS, AAPL, VWO, EWZ | 13F-HR | 4/15/2024 | 000180035824000003 |
| Q4 2023 | 64 | 160,246 | VXUS, VWO, AAPL, EXPD | 13F-HR | 2/14/2024 | 000180035824000002 |
| Q3 2023 | 60 | 150,833 | VWO, VXUS, AAPL, IJR | 13F-HR | 11/6/2023 | 000180035823000007 |
| Q2 2023 | 65 | 154,379 | VWO, VXUS, AAPL, IJR | 13F-HR | 8/1/2023 | 000180035823000004 |
| Q1 2023 | 64 | 143,679 | VWO, VXUS, AAPL, IJR | 13F-HR | 4/24/2023 | 000180035823000003 |
| Q4 2022 | 72 | 134,348 | VXUS, VWO, AAPL, IJR | 13F-HR | 1/11/2023 | 000180035823000001 |
| Q3 2022 | 70 | 123,745 | VXUS, AAPL, VWO, IJR | 13F-HR | 10/12/2022 | 000180035822000004 |
| Q2 2022 | 76 | 128,621 | VWO, AAPL, VXUS, IJR | 13F-HR | 7/28/2022 | 000180035822000003 |
| Q1 2022 | 72 | 157,908 | IJR, VWO, VXUS, COST | 13F-HR | 4/26/2022 | 000180035822000002 |
| Q4 2021 | 69 | 145,207 | IJR, VWO, VXUS, AAPL | 13F-HR | 2/8/2022 | 000180035822000001 |
| Q3 2021 | 71 | 135,075 | IJR, VWO, VXUS, AAPL | 13F-HR | 11/9/2021 | 000180035821000004 |
| Q2 2021 | 72 | 136,289 | IJR, VWO, VXUS, AAPL | 13F-HR | 8/12/2021 | 000180035821000003 |
| Q1 2021 | 70 | 120,131 | IJR, VWO, VXUS, AYI | 13F-HR | 5/4/2021 | 000180035821000002 |
| Q4 2020 | 70 | 105,744 | IJR, VXUS, VWO, COST | 13F-HR | 2/2/2021 | 000180035821000001 |
| Q3 2020 | 68 | 94,440 | IJR, VWO, VXUS, COST | 13F-HR | 11/2/2020 | 000180035820000005 |
| Q2 2020 | 71 | 82,359 | BIL, SHV, NVO, KR | 13F-HR | 7/21/2020 | 000180035820000004 |
| Q1 2020 | 66 | 67,224 | BIL, SHV, NVO, COST | 13F-HR | 4/24/2020 | 000180035820000003 |
| Q4 2019 | 88 | 100,959 | USB, BIL, COST, MRK | 13F-HR | 1/30/2020 | 000180035820000002 |