| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 126 | 150,968 | HURN, VTI, VEU, MDY | 13F-HR | 4/23/2025 | 000108514625002295 |
| Q4 2024 | 125 | 149,291 | HURN, VTI, VEU, MDY | 13F-HR | 1/21/2025 | 000108514625000388 |
| Q3 2024 | 125 | 139,654 | VTI, VEU, MDY, MSFT | 13F-HR | 11/4/2024 | 000108514624005334 |
| Q2 2024 | 122 | 129,748 | VTI, VEU, MSFT, MDY | 13F-HR | 7/26/2024 | 000108514624003300 |
| Q1 2024 | 133 | 136,094 | VTI, VEU, MSFT, MDY | 13F-HR | 4/25/2024 | 000108514624002037 |
| Q4 2023 | 103 | 113,314 | VTI, VEU, MDY, AGG | 13F-HR | 2/7/2024 | 000108514624000813 |
| Q3 2023 | 106 | 104,873 | VTI, VEU, AGG, MDY | 13F-HR | 10/13/2023 | 000108514623003729 |
| Q2 2023 | 107 | 108,635 | VTI, VEU, AGG, MDY | 13F-HR | 8/9/2023 | 000108514623003195 |
| Q1 2023 | 111 | 106,402 | VTI, VEU, AGG, BSV | 13F-HR | 5/8/2023 | 000108514623002119 |
| Q4 2022 | 110 | 105,041 | VTI, VEU, AGG, BSV | 13F-HR | 2/8/2023 | 000108514623000818 |
| Q3 2022 | 102 | 92,637 | VTI, AGG, VEU, BSV | 13F-HR | 11/4/2022 | 000108514622003794 |
| Q2 2022 | 107 | 97,465 | VTI, AGG, VEU, BSV | 13F-HR | 7/28/2022 | 000108514622002652 |
| Q1 2022 | 108 | 110,027 | VTI, AGG, VEU, MSFT | 13F-HR | 4/25/2022 | 000108514622001533 |
| Q4 2021 | 109 | 112,020 | VTI, AGG, MSFT, VEU | 13F-HR | 1/18/2022 | 000108514622000172 |
| Q4 2019 | 1 | 0 | RESTATEMENT | 5/5/2020 | 000108514620001305 |