Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q4 2023 | 53 | 892,414 | VOO, VTI, VTEB, DFAC | 13F-HR | 2/5/2024 | 000180575824000001 |
Q3 2023 | 53 | 774,559 | VOO, VTI, DFAC, VTEB | 13F-HR | 11/8/2023 | 000180575823000005 |
Q2 2023 | 71 | 750,765 | VOO, VTI, DFAC, VTEB | 13F-HR | 8/1/2023 | 000180575823000004 |
Q1 2023 | 69 | 675,192 | VOO, DFAC, VTEB, VTI | 13F-HR | 5/10/2023 | 000180575823000003 |
Q4 2022 | 68 | 654,156 | VOO, VTEB, DFAC, VTI | 13F-HR | 2/6/2023 | 000180575823000001 |
Q3 2022 | 41 | 517,904 | VOO, VTEB, IUSB, VTI | 13F-HR | 10/24/2022 | 000180575822000004 |
Q2 2022 | 41 | 529,493 | VOO, VTEB, IUSB, VTI | 13F-HR | 7/22/2022 | 000180575822000003 |
Q1 2022 | 40 | 555,746 | VOO, IUSB, VTI, SPDW | 13F-HR | 5/4/2022 | 000180575822000002 |
Q4 2021 | 34 | 524,352 | VOO, IUSB, VTI, DFAC | 13F-HR | 2/11/2022 | 000180575822000001 |
Q3 2021 | 34 | 450,381 | VOO, IUSB, VTI, DFAC | 13F-HR | 11/15/2021 | 000180575821000005 |
Q2 2021 | 24 | 377,268 | VOO, IUSB, VTI, DFAC | 13F-HR | 8/3/2021 | 000180575821000004 |
Q1 2021 | 22 | 275,690 | VOO, IUSB, VTI, VXUS | 13F-HR | 4/23/2021 | 000180575821000003 |
Q4 2020 | 25 | 237,473 | VTI, VOO, IUSB, VXUS | 13F-HR | 2/19/2021 | 000180575821000002 |
Q3 2020 | 27 | 184,408 | VTI, IUSB, VOO, VXUS | 13F-HR | 10/27/2020 | 000180575820000007 |
Q2 2020 | 30 | 140,267 | VTI, IUSB, VXUS, VTEB | 13F-HR | 8/3/2020 | 000180575820000006 |
Q1 2020 | 33 | 145,683 | VTI, VXUS, IUSB, SPLG | 13F-HR | 4/28/2020 | 000180575820000005 |
Q4 2019 | 32 | 162,907 | VTI, VXUS, SPLG, IUSB | 13F-HR | 3/12/2020 | 000180575820000001 |