| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 205 | 452,472 | BKNG, SPY, IVV, VT | 13F-HR | 11/13/2024 | 000108514624005621 |
| Q2 2024 | 206 | 424,751 | BKNG, SPY, IVV, VT | 13F-HR | 8/14/2024 | 000108514624003942 |
| Q1 2024 | 207 | 353,512 | SPY, VT, IVV, VEA | 13F-HR | 5/15/2024 | 000108514624002644 |
| Q4 2023 | 189 | 328,299 | SPY, IVV, VT, VEA | 13F-HR | 2/14/2024 | 000175496024000095 |
| Q3 2023 | 173 | 269,262 | SPY, IVV, AAPL, VEA | 13F-HR | 11/13/2023 | 000175496023000325 |
| Q2 2023 | 196 | 309,114 | SPY, IVV, AAPL, VEA | 13F-HR | 8/14/2023 | 000117266123003184 |
| Q1 2023 | 152 | 228,626 | SPY, IVV, VEA, VTI | 13F-HR | 5/15/2023 | 000117266123002272 |
| Q4 2022 | 163 | 216,108 | SPY, IVV, VEA, VIG | 13F-HR | 2/14/2023 | 000117266123000865 |