| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 186 | 587,205 | VTI, IEFA, IVAL, HYMB | 13F-HR | 4/15/2024 | 000180899224000002 |
| Q4 2023 | 163 | 518,669 | VTI, IVAL, IEFA, TBIL | 13F-HR | 1/12/2024 | 000180899224000001 |
| Q3 2023 | 148 | 434,352 | VTI, IVAL, SCHF, HYMB | 13F-HR | 10/10/2023 | 000180899223000004 |
| Q2 2023 | 148 | 427,215 | VTI, IVAL, SCHF, DLN | 13F-HR | 7/20/2023 | 000180899223000003 |
| Q1 2023 | 142 | 393,268 | VTI, DLN, IVAL, SCHF | 13F-HR | 4/6/2023 | 000180899223000002 |
| Q4 2022 | 145 | 349,564 | DLN, SCHX, SCHG, IVAL | 13F-HR | 1/17/2023 | 000180899223000001 |
| Q3 2022 | 132 | 299,342 | DLN, SCHX, SCHG, IVAL | 13F-HR | 10/12/2022 | 000180899222000005 |
| Q2 2022 | 140 | 304,517 | DLN, SCHX, SCHG, IVAL | 13F-HR | 7/11/2022 | 000180899222000004 |
| Q1 2022 | 149 | 346,524 | DLN, SCHX, SCHG, IVAL | 13F-HR | 4/18/2022 | 000180899222000003 |
| Q4 2021 | 151 | 347,484 | DLN, SCHX, SCHG, IVAL | 13F-HR | 2/4/2022 | 000180899222000002 |