| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 580 | 737,007 | VOO, IEFA, AGG, VBR | 13F-HR | 10/15/2024 | 000180355724000005 |
| Q2 2024 | 585 | 691,695 | VOO, IEFA, AGG, VBR | 13F-HR | 7/18/2024 | 000180355724000003 |
| Q1 2024 | 608 | 669,022 | VOO, IEFA, VBR, AGG | 13F-HR | 4/25/2024 | 000180355724000002 |
| Q4 2023 | 524 | 544,159 | VOO, IEFA, VBR, VB | 13F-HR | 1/29/2024 | 000180355724000001 |
| Q3 2023 | 518 | 462,870 | VOO, IEFA, VBR, VB | 13F-HR | 10/24/2023 | 000180355723000004 |
| Q2 2023 | 572 | 476,398 | VOO, IEFA, VBR, VB | 13F-HR | 8/9/2023 | 000180355723000003 |
| Q1 2023 | 537 | 433,552 | VOO, IEFA, VBR, VB | 13F-HR | 5/2/2023 | 000180355723000002 |
| Q4 2022 | 543 | 411,420 | VOO, IEFA, VBR, VB | 13F-HR | 1/27/2023 | 000180355723000001 |
| Q3 2022 | 665 | 374,618 | VOO, IEFA, VBR, VB | 13F-HR | 10/14/2022 | 000180355722000004 |
| Q2 2022 | 557 | 393,579 | VOO, IEFA, VBR, QUAL | 13F-HR | 8/12/2022 | 000180355722000003 |
| Q1 2022 | 555 | 487,787 | VOO, IEFA, VBR, QUAL | 13F-HR | 5/3/2022 | 000180355722000002 |
| Q4 2021 | 548 | 488,328 | VOO, IEFA, VBR, QUAL | 13F-HR | 2/8/2022 | 000180355722000001 |
| Q3 2021 | 511 | 411,257 | VOO, IEFA, QUAL, VBR | RESTATEMENT | 11/17/2021 | 000180355721000005 |
| Q2 2021 | 508 | 406,273 | VOO, IEFA, QUAL, VBR | 13F-HR | 7/29/2021 | 000180355721000003 |
| Q1 2021 | 531 | 383,098 | VOO, IEFA, QUAL, VBR | 13F-HR | 5/10/2021 | 000180355721000002 |
| Q4 2020 | 476 | 352,992 | VOO, IEFA, QUAL, VBR | 13F-HR | 2/9/2021 | 000180355721000001 |
| Q3 2020 | 457 | 310,916 | VOO, IEFA, QUAL, VBR | 13F-HR | 11/12/2020 | 000180355720000004 |
| Q2 2020 | 464 | 286,240 | IEFA, VOO, VBR, QUAL | 13F-HR | 8/6/2020 | 000180355720000003 |
| Q1 2020 | 591 | 295,641 | AGG, IEFA, VOO, VBR | 13F-HR | 5/11/2020 | 000180355720000002 |
| Q4 2019 | 472 | 399,135 | AGG, IEFA, VBR, VOO | 13F-HR | 2/14/2020 | 000180355720000001 |