| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 526 | 492,831 | JCPB, VUG, DFAW, MDYV | 13F-HR | 4/23/2025 | 000181008925000003 |
| Q4 2024 | 400 | 429,785 | VUG, OEF, DFAW, MDYV | 13F-HR | 1/14/2025 | 000181008925000001 |
| Q3 2024 | 385 | 427,357 | VUG, OEF, MDYV, ASIA | 13F-HR | 10/15/2024 | 000181008924000005 |
| Q2 2024 | 383 | 389,267 | VUG, OEF, MDYV, ASIA | 13F-HR | 7/19/2024 | 000181008924000003 |
| Q1 2024 | 423 | 357,964 | OEF, MDYV, ASIA, FNDA | 13F-HR | 4/24/2024 | 000181008924000002 |
| Q4 2023 | 382 | 327,376 | MATTHEWS INTL FDS, OEF, MDYV, FNDA | 13F-HR | 1/17/2024 | 000181008924000001 |
| Q3 2023 | 247 | 224,310 | OEF, MDYV, FNDA, VCIT | 13F-HR | 10/23/2023 | 000181008923000004 |
| Q2 2023 | 230 | 235,649 | OEF, MDYV, FNDA, VCIT | 13F-HR | 8/8/2023 | 000181008923000003 |
| Q1 2023 | 106 | 216,042 | OEF, MDYV, FNDA, VCIT | 13F-HR | 4/21/2023 | 000181008923000002 |
| Q4 2022 | 107 | 202,726 | OEF, MDYV, FNDA, VUG | 13F-HR | 1/27/2023 | 000181008923000001 |
| Q3 2022 | 103 | 174,022 | OEF, MDYV, FNDA, VUG | 13F-HR | 10/24/2022 | 000181008922000009 |
| Q2 2022 | 104 | 212,904 | OEF, MDYV, FNDA, BND | 13F-HR | 7/20/2022 | 000181008922000008 |
| Q1 2022 | 94 | 194,549 | OEF, MDYV, FNDA, VUG | 13F-HR | 4/25/2022 | 000181008922000005 |
| Q4 2021 | 98 | 207,474 | OEF, MDYV, FNDA, VUG | 13F-HR | 1/21/2022 | 000181008922000004 |
| Q3 2021 | 94 | 188,705 | OEF, MDYV, FNDA, VUG | 13F-HR | 10/18/2021 | 000181008921000005 |
| Q2 2021 | 92 | 181,189 | OEF, MDYV, FNDA, VUG | 13F-HR | 7/22/2021 | 000181008921000004 |
| Q1 2021 | 91 | 160,305 | OEF, MDYV, FNDA, VUG | 13F-HR | 5/3/2021 | 000181008921000003 |
| Q4 2020 | 97 | 163,713 | OEF, GOVT, MDYV, FNDA | 13F-HR | 2/2/2021 | 000181008921000001 |
| Q3 2020 | 25 | 113,853 | OEF, GOVT, MDYV, FNDA | 13F-HR | 11/6/2020 | 000181008920000002 |