| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 34 | 42,487 | VTI, HDV, IJR, RYT | 13F-HR | 10/24/2024 | 000195175724001113 |
| Q2 2024 | 32 | 39,311 | VTI, HDV, IJR, RYT | 13F-HR | 7/22/2024 | 000195175724000564 |
| Q1 2024 | 33 | 35,307 | VTI, HDV, IJR, RYT | 13F-HR | 4/22/2024 | 000195175724000342 |
| Q4 2023 | 28 | 32,045 | VTI, HDV, IJR, RYT | 13F-HR | 1/29/2024 | 000195175724000122 |
| Q3 2023 | 28 | 29,270 | VTI, HDV, TOTL, IJR | 13F-HR | 10/24/2023 | 000195175723000589 |
| Q2 2023 | 26 | 29,089 | VTI, HDV, RYT, IJR | 13F-HR | 7/31/2023 | 000195175723000451 |
| Q1 2023 | 26 | 27,553 | VTI, HDV, IJR, RYT | 13F-HR | 5/1/2023 | 000195175723000223 |
| Q4 2022 | 30 | 26,682 | VTI, HDV, IJR, VHT | 13F-HR | 2/2/2023 | 000180308723000001 |
| Q3 2022 | 29 | 25,059 | VTI, HDV, IJR, VHT | 13F-HR | 11/14/2022 | 000180308722000004 |
| Q2 2022 | 30 | 26,762 | VTI, HDV, IJR, VHT | 13F-HR | 8/10/2022 | 000180308722000003 |
| Q1 2022 | 35 | 37,087 | VTI, HDV, IJR, VHT | 13F-HR | 5/16/2022 | 000180308722000002 |
| Q4 2021 | 62 | 118,386 | VTI, VIG, VCSH, VHT | 13F-HR | 2/9/2022 | 000180308722000001 |
| Q3 2021 | 65 | 110,088 | VTI, VIG, VCSH, VHT | 13F-HR | 11/15/2021 | 000180308721000004 |
| Q2 2021 | 63 | 109,505 | VTI, VIG, VCSH, VHT | 13F-HR | 8/9/2021 | 000180308721000003 |
| Q1 2021 | 64 | 104,762 | VTI, VIG, VHT, VCSH | 13F-HR | 5/17/2021 | 000180308721000002 |
| Q4 2020 | 66 | 102,456 | VTI, VIG, VHT, XLC | 13F-HR | 2/12/2021 | 000180308721000001 |
| Q3 2020 | 62 | 96,681 | VTI, VIG, VHT, XLC | 13F-HR | 11/10/2020 | 000180308720000004 |
| Q2 2020 | 57 | 86,214 | VTI, VIG, VHT, VYM | 13F-HR | 8/11/2020 | 000180308720000003 |
| Q1 2020 | 54 | 76,645 | VTI, SDY, VHT, VYM | 13F-HR | 5/13/2020 | 000180308720000002 |
| Q4 2019 | 58 | 98,789 | VTI, SDY, VHT, VYM | 13F-HR | 2/13/2020 | 000180308720000001 |