| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 82 | 578,397 | SPY, BND, IEFA, QQQ | 13F-HR | 4/17/2025 | 000106299325007662 |
| Q4 2024 | 401 | 598,889 | SPY, BND, IEFA, QQQ | 13F-HR | 1/22/2025 | 000106299325000994 |
| Q3 2024 | 492 | 595,035 | SPY, BND, IEFA, QQQ | 13F-HR | 10/15/2024 | 000106299324017639 |
| Q2 2024 | 543 | 547,853 | SPY, BND, IEFA, BIL | 13F-HR | 8/6/2024 | 000106299324014483 |
| Q1 2024 | 519 | 424,677 | SPY, BND, IEFA, VTI | 13F-HR | 5/15/2024 | 000106299324010312 |
| Q4 2023 | 345 | 394,330 | SPY, BND, IEFA, VTI | 13F-HR | 2/6/2024 | 000106299324002079 |
| Q3 2023 | 66 | 356,678 | SPY, BND, IEFA, VTI | 13F-HR | 11/3/2023 | 000106299323020069 |
| Q2 2023 | 66 | 394,351 | SPY, IEFA, BND, VTI | 13F-HR | 8/1/2023 | 000106299323015584 |
| Q1 2023 | 87 | 388,576 | SPY, IEFA, BND, VTI | 13F-HR | 5/5/2023 | 000106299323010323 |
| Q4 2022 | 88 | 386,774 | SPY, IEFA, VTI, BND | 13F-HR | 2/14/2023 | 000106299323003524 |
| Q3 2022 | 81 | 367,210 | SPY, BND, IEFA, VTI | 13F-HR | 11/14/2022 | 000106299322021998 |
| Q2 2022 | 84 | 361,136 | SPY, IEFA, VTI, BND | 13F-HR | 8/5/2022 | 000106299322017397 |
| Q1 2022 | 91 | 349,926 | SPY, VTI, IEFA, VNQ | 13F-HR | 5/16/2022 | 000106299322012559 |
| Q4 2021 | 91 | 347,323 | SPY, VTI, IEFA, VNQ | 13F-HR | 3/8/2022 | 000106299322007078 |
| Q3 2021 | 81 | 314,878 | SPY, IEFA, VTI, JPST | 13F-HR | 11/30/2021 | 000106299321011783 |
| Q2 2021 | 77 | 198,711 | SPY, IEFA, SCHX, IWM | 13F-HR | 8/13/2021 | 000106299321007469 |
| Q1 2021 | 65 | 179,715 | SPY, IEFA, SCHX, IWM | 13F-HR | 5/17/2021 | 000106299321004720 |
| Q4 2020 | 65 | 175,981 | SPY, IEFA, SCHX, BNDX | 13F-HR | 2/16/2021 | 000106299321001513 |
| Q3 2020 | 217 | 168,292 | SPY, IEFA, SCHX, BNDX | 13F-HR | 11/16/2020 | 000106299320005646 |
| Q2 2020 | 55 | 147,394 | SPY, BNDX, IEFA, SCHX | 13F-HR | 8/11/2020 | 000106299320003813 |
| Q1 2020 | 52 | 132,304 | BNDX, SPY, MINT, IEFA | 13F-HR | 5/19/2020 | 000106299320002525 |
| Q4 2019 | 56 | 149,856 | AGG, SCHX, BNDX, MINT | 13F-HR | 2/14/2020 | 000106299320000980 |