| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 57 | 145,454 | VB, VOO, VEA, STX | 13F-HR | 5/14/2025 | 000180157325000002 |
| Q4 2024 | 59 | 148,131 | VB, VOO, VEA, STX | 13F-HR | 2/12/2025 | 000180157325000001 |
| Q3 2024 | 64 | 155,559 | VB, VOO, VEA, STX | 13F-HR | 11/13/2024 | 000180157324000005 |
| Q2 2024 | 46 | 140,483 | VOO, VB, VEA, STX | 13F-HR | 8/9/2024 | 000180157324000003 |
| Q1 2024 | 46 | 142,039 | VB, VOO, VEA, STX | 13F-HR | 5/10/2024 | 000180157324000002 |
| Q4 2023 | 43 | 132,501 | VB, VOO, VEA, STX | 13F-HR | 2/14/2024 | 000180157324000001 |
| Q3 2023 | 43 | 119,209 | VB, VOO, VEA, STX | 13F-HR | 11/13/2023 | 000180157323000005 |
| Q2 2023 | 43 | 121,237 | VB, VOO, VEA, STX | 13F-HR | 8/11/2023 | 000180157323000004 |
| Q1 2023 | 42 | 117,492 | VB, VOO, VEA, STX | 13F-HR | 5/10/2023 | 000180157323000002 |
| Q4 2022 | 43 | 108,190 | VB, VOO, VEA, STX | 13F-HR | 2/8/2023 | 000180157323000001 |
| Q3 2022 | 40 | 95,014 | VB, VOO, VEA, STX | 13F-HR | 11/14/2022 | 000180157322000004 |
| Q2 2022 | 44 | 105,182 | VB, VOO, VEA, STX | 13F-HR | 8/10/2022 | 000180157322000003 |
| Q1 2022 | 47 | 126,940 | VB, VOO, VEA, STX | 13F-HR | 5/13/2022 | 000180157322000002 |
| Q4 2021 | 54 | 135,237 | VB, VOO, VEA, STX | 13F-HR | 2/9/2022 | 000180157322000001 |
| Q3 2021 | 46 | 121,576 | VB, VOO, VEA, STX | 13F-HR | 11/12/2021 | 000180157321000004 |
| Q2 2021 | 49 | 129,662 | VB, VOO, VEA, STX | 13F-HR | 8/11/2021 | 000180157321000003 |
| Q1 2021 | 44 | 120,119 | VB, VOO, VEA, STX | 13F-HR | 5/17/2021 | 000180157321000002 |
| Q4 2020 | 43 | 111,460 | VB, VEA, VOO, STX | 13F-HR | 2/10/2021 | 000180157321000001 |
| Q3 2020 | 37 | 93,035 | VB, VEA, VOO, STX | 13F-HR | 11/13/2020 | 000180157320000004 |
| Q2 2020 | 35 | 88,128 | VB, VEA, VOO, STX | 13F-HR | 8/13/2020 | 000180157320000003 |
| Q1 2020 | 34 | 72,491 | VB, VEA, VOO, STX | 13F-HR | 5/13/2020 | 000180157320000002 |
| Q4 2019 | 42 | 97,136 | VB, VEA, VOO, STX | 13F-HR | 2/6/2020 | 000180157320000001 |