| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 312 | 574,748 | VOO, VTI, VEU, GOOGL | 13F-HR | 4/17/2025 | 000108514625002171 |
| Q4 2024 | 282 | 464,157 | VOO, GOOGL, VTI, AAPL | 13F-HR | 1/24/2025 | 000108514625000492 |
| Q3 2024 | 252 | 434,784 | VOO, VTI, GOOGL, VEU | 13F-HR | 10/29/2024 | 000108514624005208 |
| Q2 2024 | 221 | 388,299 | VOO, GOOGL, VTI, VEU | 13F-HR | 7/25/2024 | 000108514624003227 |
| Q1 2024 | 209 | 366,457 | VOO, VTI, GOOGL, VEU | 13F-HR | 4/17/2024 | 000108514624001893 |
| Q4 2023 | 196 | 332,386 | VOO, VEU, VTI, GOOGL | 13F-HR | 1/25/2024 | 000108514624000508 |
| Q3 2023 | 184 | 300,218 | VOO, SPYG, GOOGL, VTI | 13F-HR | 10/31/2023 | 000108514623003991 |
| Q2 2023 | 164 | 298,992 | VOO, VEU, VTI, GOOGL | 13F-HR | 7/20/2023 | 000108514623002784 |
| Q1 2023 | 163 | 280,157 | VOO, VEU, VTI, VONV | 13F-HR | 4/17/2023 | 000108514623001732 |
| Q4 2022 | 145 | 242,395 | VOO, VTI, VEU, VXUS | 13F-HR | 1/30/2023 | 000108514623000443 |
| Q3 2022 | 136 | 227,972 | VTI, VOO, VEU, VXUS | 13F-HR | 10/31/2022 | 000108514622003688 |
| Q2 2022 | 139 | 244,348 | VOO, VTI, VEU, VXUS | 13F-HR | 8/1/2022 | 000108514622002668 |
| Q1 2022 | 151 | 305,740 | VTI, VOO, VEU, VXUS | 13F-HR | 4/25/2022 | 000108514622001561 |
| Q4 2021 | 152 | 353,132 | VTI, VOO, VEU, VXUS | 13F-HR | 1/25/2022 | 000108514622000318 |
| Q3 2021 | 149 | 344,164 | VTI, VOO, VEU, BNDX | 13F-HR | 10/14/2021 | 000108514621002796 |
| Q2 2021 | 148 | 350,514 | VTI, VOO, VEU, BYND | 13F-HR | 7/26/2021 | 000108514621002091 |
| Q1 2021 | 142 | 318,891 | VTI, VOO, BYND, VEU | 13F-HR | 4/19/2021 | 000108514621001221 |
| Q4 2020 | 139 | 311,100 | VTI, VOO, BYND, VEU | 13F-HR | 1/27/2021 | 000108514621000270 |
| Q3 2020 | 167 | 327,265 | BYND, VTI, VOO, BNDX | 13F-HR | 10/23/2020 | 000108514620002620 |
| Q2 2020 | 127 | 246,760 | VTI, BYND, VOO, BNDX | 13F-HR | 7/31/2020 | 000108514620001928 |
| Q1 2020 | 128 | 200,699 | VXUS, VTI, BYND, BNDX | 13F-HR | 4/14/2020 | 000108514620001106 |
| Q4 2019 | 148 | 259,053 | BYND, VTI, VXUS, BNDX | 13F-HR | 2/14/2020 | 000108514620000856 |