| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 823 | 398,766 | SPTM, VTI, JPST, BIV | 13F-HR | 4/28/2025 | 000181210325000003 |
| Q4 2024 | 815 | 384,849 | SPTM, VTI, JPST, BIV | 13F-HR | 1/13/2025 | 000181210325000001 |
| Q3 2024 | 834 | 382,182 | VTI, SPTM, JPST, BIV | 13F-HR | 10/28/2024 | 000181210324000004 |
| Q2 2024 | 808 | 338,561 | VTI, SPTM, JPST, BIV | 13F-HR | 7/26/2024 | 000181210324000003 |
| Q1 2024 | 849 | 346,088 | VTI, SPTM, JPST, BIV | 13F-HR | 4/22/2024 | 000181210324000002 |
| Q4 2023 | 924 | 325,097 | VTI, SPTM, JPST, BIV | 13F-HR | 1/16/2024 | 000181210324000001 |
| Q3 2023 | 937 | 300,198 | VTI, SPTM, JPST, BIV | 13F-HR | 10/11/2023 | 000181210323000004 |
| Q2 2023 | 959 | 295,773 | VTI, SPTM, JPST, NEAR | 13F-HR | 7/26/2023 | 000181210323000003 |
| Q1 2023 | 938 | 309,954 | VTI, SPTM, JPST, NEAR | 13F-HR | 4/17/2023 | 000181210323000002 |
| Q4 2022 | 932 | 295,163 | VTI, SPTM, JPST, NEAR | 13F-HR | 1/18/2023 | 000181210323000001 |
| Q3 2022 | 853 | 258,608 | VTI, SPTM, JPST, NEAR | 13F-HR | 10/21/2022 | 000181210322000004 |
| Q2 2022 | 790 | 265,181 | VTI, SPTM, NEAR, JPST | 13F-HR | 7/14/2022 | 000181210322000003 |
| Q1 2022 | 745 | 285,909 | VTI, SPTM, JPST, NEAR | 13F-HR | 4/14/2022 | 000181210322000002 |
| Q4 2021 | 720 | 280,951 | VTI, SPTM, JPST, NEAR | 13F-HR | 1/20/2022 | 000181210322000001 |
| Q3 2021 | 687 | 253,156 | VTI, SPTM, NEAR, JPST | 13F-HR | 10/12/2021 | 000181210321000004 |
| Q2 2021 | 582 | 192,138 | VTI, SPTM, JPST, NEAR | 13F-HR | 7/26/2021 | 000181210321000003 |
| Q1 2021 | 556 | 175,276 | VTI, SPTM, JPST, NEAR | 13F-HR | 4/30/2021 | 000181210321000002 |
| Q4 2020 | 537 | 160,255 | VTI, SPTM, JPST, NEAR | 13F-HR | 2/3/2021 | 000181210321000001 |
| Q3 2020 | 525 | 136,125 | VTI, SPTM, JPST, SPDW | 13F-HR | 10/16/2020 | 000181210320000003 |
| Q2 2020 | 545 | 125,557 | VTI, SPTM, JPST, SPDW | 13F-HR | 8/4/2020 | 000181210320000002 |
| Q1 2020 | 328 | 100,536 | SPTM, VTI, JPST, STIP | 13F-HR | 5/14/2020 | 000181210320000001 |