| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 241 | 177,437 | SCHG, VEA, VWO, IVV | 13F-HR | 11/13/2024 | 000180124124000007 |
| Q2 2024 | 231 | 164,536 | SCHG, VEA, VWO, IVV | 13F-HR | 8/9/2024 | 000180124124000005 |
| Q1 2024 | 227 | 159,850 | SCHG, VEA, VWO, IVV | 13F-HR | 5/8/2024 | 000180124124000004 |
| Q4 2023 | 238 | 150,407 | SCHG, VEA, VWO, SCHD | 13F-HR | 2/13/2024 | 000180124124000002 |
| Q3 2023 | 281 | 142,523 | SCHG, VEA, VWO, SCHD | 13F-HR | 11/14/2023 | 000180124123000007 |
| Q2 2023 | 421 | 272,379 | SCHG, VEA, VWO, SNXFX | 13F-HR | 8/14/2023 | 000180124123000005 |
| Q1 2023 | 424 | 296,092 | BLACKSTONE REAL ESTATE INCOME TRUST CLASS D, SCHG, VEA, VWO | RESTATEMENT | 5/10/2023 | 000180124123000004 |
| Q4 2022 | 401 | 242,121 | VEA, SCHP, SNXFX, APOLLO DIVERSIFIED RE FD CL A | 13F-HR | 1/31/2023 | 000180124123000002 |
| Q3 2022 | 266 | 121,253 | SCHP, VEA, VWO, SCHM | 13F-HR | 11/2/2022 | 000180124122000008 |
| Q2 2022 | 297 | 705,989 | BRK-B, WM, VEA, SCHP | 13F-HR | 8/11/2022 | 000180124122000006 |
| Q1 2022 | 299 | 148,766 | VEA, SCHP, VWO, SCHM | RESTATEMENT | 8/17/2022 | 000180124122000007 |
| Q1 2022 | 299 | 147,706 | VEA, SCHP, VWO, SCHM | RESTATEMENT | 5/9/2022 | 000180124122000004 |
| Q4 2021 | 305 | 131,820 | SCHP, IVV, SCHM, VWO | 13F-HR | 2/14/2022 | 000180124122000001 |