| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 76 | 291,921 | VTI, VV, VEA, QUAL | 13F-HR | 5/9/2025 | 000108514625002882 |
| Q4 2024 | 80 | 295,211 | VTI, VV, QUAL, VEA | 13F-HR | 1/22/2025 | 000108514625000415 |
| Q3 2024 | 81 | 297,146 | VTI, VV, QUAL, VEA | 13F-HR | 10/28/2024 | 000108514624005183 |
| Q2 2024 | 81 | 277,876 | VTI, VV, QUAL, VEA | 13F-HR | 7/25/2024 | 000108514624003226 |
| Q1 2024 | 77 | 274,274 | VTI, VV, QUAL, VEA | 13F-HR | 5/13/2024 | 000108514624002447 |
| Q4 2023 | 75 | 264,501 | VTI, VV, VEA, QUAL | 13F-HR | 2/9/2024 | 000108514624000984 |
| Q3 2023 | 70 | 233,534 | VTI, VV, VEA, QUAL | 13F-HR | 10/10/2023 | 000108514623003690 |
| Q2 2023 | 73 | 252,368 | VTI, VV, VEA, QUAL | 13F-HR | 8/9/2023 | 000108514623003207 |
| Q1 2023 | 76 | 238,056 | VTI, VV, VEA, QUAL | 13F-HR | 4/7/2023 | 000108514623001558 |
| Q4 2022 | 75 | 220,778 | VTI, VV, VEA, EEMV | 13F-HR | 1/12/2023 | 000108514623000108 |
| Q3 2022 | 73 | 199,683 | VTI, VV, EEMV, QUAL | 13F-HR | 10/26/2022 | 000108514622003605 |
| Q2 2022 | 74 | 210,878 | VTI, VV, VEA, EEMV | 13F-HR | 8/5/2022 | 000108514622002834 |
| Q1 2022 | 77 | 233,171 | VTI, VV, EEMV, LRGF | 13F-HR | 4/20/2022 | 000108514622001474 |
| Q4 2021 | 71 | 192,322 | VTI, VV, VEA, EEMV | 13F-HR | 2/7/2022 | 000108514622000589 |
| Q3 2021 | 73 | 177,248 | VTI, VV, VEA, EEMV | 13F-HR | 11/2/2021 | 000108514621002979 |
| Q2 2021 | 71 | 182,447 | VTI, VV, VEA, EEMV | 13F-HR | 7/29/2021 | 000108514621002152 |
| Q1 2021 | 68 | 158,247 | VTI, VV, EEMV, LRGF | 13F-HR | 4/14/2021 | 000108514621001189 |
| Q4 2020 | 69 | 149,028 | VTI, VV, EEMV, LRGF | 13F-HR | 3/10/2021 | 000108514621001080 |
| Q3 2020 | 67 | 126,933 | VTI, VV, EEMV, QUAL | 13F-HR | 11/3/2020 | 000108514620002726 |
| Q2 2020 | 68 | 115,686 | VTI, VV, EEMV, SPLV | 13F-HR | 7/16/2020 | 000108514620001805 |
| Q1 2020 | 60 | 100,199 | VTI, SPLV, VV, SCHF | 13F-HR | 4/27/2020 | 000108514620001216 |
| Q4 2019 | 62 | 113,024 | VTI, USMV, VV, EEMV | 13F-HR | 2/11/2020 | 000108514620000574 |