| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 206 | 478,370 | VOO, VTI, VXF, VTV | 13F-HR | 4/12/2024 | 000137647424000164 |
| Q4 2023 | 221 | 435,226 | VOO, VTI, VXF, VTV | 13F-HR | 1/19/2024 | 000137647424000043 |
| Q3 2023 | 235 | 380,605 | VOO, VTI, VXF, VTV | 13F-HR | 10/12/2023 | 000137647423000455 |
| Q2 2023 | 232 | 385,380 | VOO, VTI, VXF, VTV | 13F-HR | 7/20/2023 | 000137647423000370 |
| Q1 2023 | 230 | 348,488 | VOO, VTI, VXF, VTV | 13F-HR | 4/14/2023 | 000137647423000199 |
| Q4 2022 | 228 | 318,891 | VOO, VTI, VTV, VXF | 13F-HR | 1/11/2023 | 000137647423000015 |
| Q3 2022 | 237 | 290,303 | VOO, VTI, VXF, VTV | 13F-HR | 10/11/2022 | 000137647422000418 |
| Q2 2022 | 258 | 290,733 | VOO, VTI, VXF, VTV | 13F-HR | 7/13/2022 | 000137647422000317 |
| Q1 2022 | 217 | 336,957 | VOO, VTI, VXF, VTV | 13F-HR | 4/22/2022 | 000137647422000231 |
| Q4 2021 | 208 | 306,436 | VOO, VXF, VTI, VUG | 13F-HR | 1/18/2022 | 000137647422000033 |
| Q3 2021 | 209 | 276,789 | VOO, VXF, VTI, VUG | 13F-HR | 10/12/2021 | 000137647421000352 |
| Q2 2021 | 203 | 275,935 | VOO, VXF, VTI, VXUS | 13F-HR | 7/27/2021 | 000137647421000225 |
| Q1 2021 | 203 | 253,978 | VOO, VXF, VTI, VXUS | 13F-HR | 4/14/2021 | 000137647421000117 |
| Q4 2020 | 193 | 208,444 | VOO, VXF, VTI, VUG | 13F-HR | 1/28/2021 | 000137647421000041 |
| Q3 2020 | 180 | 173,208 | VOO, VXF, VTI, VUG | 13F-HR | 10/15/2020 | 000137647420000255 |
| Q2 2020 | 183 | 161,635 | VOO, VXF, VTI, VUG | 13F-HR | 8/27/2020 | 000137647420000210 |
| Q1 2020 | 186 | 126,314 | VOO, VXF, VTI, VUG | 13F-HR | 8/27/2020 | 000137647420000209 |
| Q4 2019 | 187 | 167,655 | VOO, VXF, VTI, VUG | 13F-HR | 8/27/2020 | 000137647420000208 |