| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 90 | 130,560 | IVV, IUSB, IBIT, DFAC | 13F-HR | 11/14/2024 | 000180222524000005 |
| Q2 2024 | 88 | 125,079 | IVV, IUSB, IBIT, DFAC | 13F-HR | 8/13/2024 | 000180222524000003 |
| Q1 2024 | 91 | 115,536 | IVV, IUSB, DFAC, DCOR | 13F-HR | 5/14/2024 | 000180222524000002 |
| Q4 2023 | 79 | 98,202 | IVV, IUSB, DIMENSIONAL ETF TRUST, DFAC | 13F-HR | 2/13/2024 | 000180222524000001 |
| Q3 2023 | 79 | 92,461 | IVV, DFAC, IUSB, EFV | 13F-HR | 11/13/2023 | 000180222523000004 |
| Q2 2023 | 77 | 106,694 | IUSB, IVV, DFAC, MBB | 13F-HR | 8/11/2023 | 000180222523000003 |
| Q1 2023 | 73 | 100,616 | IUSB, IVV, ESGU, MBB | 13F-HR | 5/15/2023 | 000180222523000002 |
| Q4 2022 | 66 | 86,890 | IVV, IUSB, ESGU, GOVT | 13F-HR | 2/10/2023 | 000180222523000001 |
| Q3 2022 | 69 | 92,447 | IVV, GOVT, ESGU, IUSB | 13F-HR | 11/14/2022 | 000180222522000004 |
| Q2 2022 | 62 | 98,808 | GOVT, ESGU, SCHJ, SPLG | 13F-HR | 8/15/2022 | 000180222522000003 |
| Q1 2022 | 59 | 112,693 | GOVT, ESGU, SCHJ, SPLG | 13F-HR | 5/16/2022 | 000180222522000002 |
| Q4 2021 | 58 | 115,760 | GOVT, ESGU, SCHJ, SPLG | 13F-HR | 2/11/2022 | 000180222522000001 |
| Q3 2021 | 58 | 103,909 | ESGU, GOVT, SPLG, SCHJ | 13F-HR | 11/12/2021 | 000180222521000004 |
| Q2 2021 | 60 | 102,133 | GOVT, SCHJ, MBB, ESGU | 13F-HR | 8/13/2021 | 000180222521000003 |
| Q1 2021 | 58 | 93,703 | GOVT, SCHJ, MBB, ESGU | 13F-HR | 5/7/2021 | 000180222521000002 |
| Q4 2020 | 48 | 117,046 | GOVT, IGSB, SPIB, ESGU | 13F-HR | 2/4/2021 | 000180222521000001 |
| Q3 2020 | 53 | 103,943 | GOVT, NEAR, IVV, IGIB | 13F-HR | 11/5/2020 | 000180222520000004 |
| Q2 2020 | 50 | 96,435 | GOVT, NEAR, IGIB, IVV | 13F-HR | 7/8/2020 | 000180222520000003 |
| Q1 2020 | 42 | 83,270 | GOVT, NEAR, IVV, IGIB | 13F-HR | 5/5/2020 | 000180222520000002 |
| Q4 2019 | 47 | 98,648 | GOVT, NEAR, IVV, ITOT | 13F-HR | 2/12/2020 | 000180222520000001 |