| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2023 | 142 | 185,559 | VUG, VOO, EFAV, IWR | 13F-HR | 8/10/2023 | 000180364823000005 |
| Q1 2023 | 144 | 181,364 | VUG, VOO, EFAV, IWR | 13F-HR | 4/19/2023 | 000180364823000004 |
| Q4 2022 | 128 | 149,747 | IWV, IJJ, IWR, IWP | 13F-HR | 2/14/2023 | 000180364823000002 |
| Q3 2022 | 132 | 161,822 | VOO, VUG, EFAV, IWR | 13F-HR | 10/27/2022 | 000180364822000007 |
| Q2 2022 | 138 | 164,832 | VOO, VUG, VYM, EFAV | 13F-HR | 7/29/2022 | 000180364822000005 |
| Q1 2022 | 152 | 192,314 | VOO, VUG, VYM, EFAV | 13F-HR | 5/12/2022 | 000091949722000001 |
| Q4 2021 | 149 | 185,769 | VUG, VOO, VYM, EFAV | 13F-HR | 2/4/2022 | 000180364822000002 |
| Q3 2021 | 145 | 179,531 | VUG, VOO, EFAV, VYM | 13F-HR | 11/4/2021 | 000180364821000008 |
| Q2 2021 | 143 | 175,075 | VUG, VOO, EFAV, VYM | 13F-HR | 8/16/2021 | 000180364821000006 |
| Q1 2021 | 142 | 164,841 | VUG, VOO, EFAV, VYM | 13F-HR | 4/14/2021 | 000180364821000004 |
| Q4 2020 | 135 | 144,707 | VUG, EFAV, VOO, IWP | 13F-HR | 2/16/2021 | 000180364821000002 |
| Q3 2020 | 126 | 124,862 | VUG, EFAV, IWP, VOO | 13F-HR | 10/15/2020 | 000180364820000010 |
| Q2 2020 | 120 | 111,727 | VUG, IWP, EFAV, VOO | 13F-HR | 7/20/2020 | 000180364820000007 |
| Q1 2020 | 109 | 97,337 | VUG, EFAV, PFF, VOO | 13F-HR | 4/23/2020 | 000180364820000005 |
| Q4 2019 | 133 | 120,836 | VUG, PFF, EFAV, VOO | 13F-HR | 2/14/2020 | 000180364820000002 |