| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 195 | 393,555 | IWV, VTI, IEFA, VUG | 13F-HR | 10/25/2024 | 000117266124004362 |
| Q2 2024 | 211 | 425,528 | IWV, VTI, IEFA, VUG | 13F-HR | 7/29/2024 | 000117266124002962 |
| Q1 2024 | 220 | 435,481 | IWV, VTI, IEFA, MSFT | 13F-HR | 5/8/2024 | 000117266124002075 |
| Q4 2023 | 230 | 405,780 | IWV, VTI, IEFA, MSFT | 13F-HR | 2/7/2024 | 000117266124000531 |
| Q3 2023 | 220 | 369,365 | IWV, VTI, IEFA, MSFT | 13F-HR | 10/19/2023 | 000117266123003467 |
| Q2 2023 | 219 | 378,760 | IWV, VTI, IEFA, MSFT | 13F-HR | 7/17/2023 | 000117266123002520 |
| Q1 2023 | 214 | 345,315 | IWV, VTI, IEFA, RSP | 13F-HR | 5/4/2023 | 000117266123001828 |
| Q4 2022 | 211 | 324,855 | IWV, VTI, MSFT, AGG | 13F-HR | 2/1/2023 | 000117266123000392 |
| Q3 2022 | 197 | 292,604 | IWV, VTI, MSFT, RSP | 13F-HR | 10/24/2022 | 000160658722001966 |
| Q2 2022 | 200 | 300,793 | IWV, VTI, MSFT, GNR | 13F-HR | 7/26/2022 | 000160658722001460 |
| Q1 2022 | 214 | 359,270 | IWV, VTI, MSFT, GNR | 13F-HR | 5/5/2022 | 000160658722000933 |
| Q4 2021 | 213 | 388,354 | IWV, VTI, IJR, MSFT | 13F-HR | 1/26/2022 | 000160658722000116 |
| Q3 2021 | 205 | 364,810 | IWV, VTI, IDXX, IJR | 13F-HR | 10/21/2021 | 000160658721001350 |
| Q2 2021 | 196 | 353,585 | IWV, VTI, IDXX, IJR | 13F-HR | 7/26/2021 | 000160658721000887 |
| Q1 2021 | 195 | 325,001 | IWV, VTI, IDXX, MSFT | 13F-HR | 5/4/2021 | 000160658721000561 |
| Q4 2020 | 178 | 313,700 | VTI, IWV, IDXX, MSFT | 13F-HR | 1/26/2021 | 000160658721000088 |
| Q3 2020 | 158 | 272,529 | VTI, IWV, IDXX, XLG | 13F-HR | 10/19/2020 | 000160658720001070 |
| Q2 2020 | 147 | 241,562 | VTI, IWV, IDXX, IGSB | 13F-HR | 8/4/2020 | 000160658720000799 |
| Q1 2020 | 126 | 194,264 | VTI, IWV, IDXX, IGSB | 13F-HR | 5/1/2020 | 000160658720000552 |
| Q4 2019 | 692 | 262,985 | IWV, VTI, IDXX, SPY | 13F-HR | 2/7/2020 | 000160658720000219 |