| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2021 | 1 | 0 | 13F-HR | 2/3/2022 | 000108514622000486 | |
| Q3 2021 | 24 | 149,705 | IVV, AGG, FVD, ITOT | 13F-HR | 10/19/2021 | 000108514621002846 |
| Q2 2021 | 32 | 146,652 | IVV, ITOT, FVD, AGG | 13F-HR | 7/15/2021 | 000108514621001992 |
| Q1 2021 | 35 | 134,532 | IVV, ESGU, VCLT, BIV | 13F-HR | 5/3/2021 | 000108514621001420 |
| Q4 2020 | 36 | 132,615 | IVV, ESGU, BIV, VCLT | 13F-HR | 1/27/2021 | 000108514621000283 |
| Q3 2020 | 32 | 118,256 | IVV, ESGU, VCLT, BIV | 13F-HR | 10/14/2020 | 000108514620002526 |
| Q2 2020 | 34 | 104,925 | IVV, ESGU, VCLT, QQQ | 13F-HR | 8/13/2020 | 000108514620002202 |
| Q1 2020 | 21 | 75,635 | IVV, AGG, QQQ, IJH | 13F-HR | 6/4/2020 | 000108514620001651 |
| Q4 2019 | 25 | 96,479 | IVV, IJH, IJR, QQQ | 13F-HR | 2/14/2020 | 000108514620000898 |