| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 16 | 141,561 | VOO, VUG, BSV, VTV | 13F-HR | 10/27/2025 | 000195175725001214 |
| Q2 2025 | 13 | 136,290 | VOO, VUG, BSV, VIG | 13F-HR | 7/22/2025 | 000195175725000908 |
| Q1 2025 | 16 | 126,008 | VOO, BSV, VUG, VTV | 13F-HR | 4/11/2025 | 000195175725000313 |
| Q4 2024 | 16 | 129,663 | VOO, VUG, BSV, VIG | 13F-HR | 1/15/2025 | 000195175725000045 |
| Q3 2024 | 17 | 130,072 | VOO, VUG, BSV, VTV | 13F-HR | 10/8/2024 | 000195175724000994 |
| Q2 2024 | 15 | 122,036 | VOO, VUG, BSV, VIG | 13F-HR | 7/15/2024 | 000195175724000505 |
| Q1 2024 | 17 | 121,832 | VOO, BSV, VUG, VIG | 13F-HR | 4/15/2024 | 000195175724000293 |
| Q4 2023 | 15 | 111,144 | VOO, BSV, VUG, VGSH | 13F-HR | 1/18/2024 | 000195175724000061 |
| Q3 2023 | 15 | 103,390 | VOO, BSV, VUG, VGSH | 13F-HR | 10/10/2023 | 000195175723000537 |
| Q2 2023 | 16 | 108,127 | VOO, BSV, VUG, VGSH | 13F-HR | 7/17/2023 | 000195175723000370 |
| Q1 2023 | 14 | 101,345 | VOO, BSV, VUG, VGSH | 13F-HR | 4/14/2023 | 000195175723000166 |
| Q4 2022 | 15 | 98,099 | VOO, BSV, VGSH, VUG | 13F-HR | 1/25/2023 | 000195175723000056 |
| Q3 2022 | 13 | 96,092 | VOO, BSV, VGSH, VUG | 13F-HR | 10/19/2022 | 000183010322000005 |
| Q2 2022 | 14 | 102,201 | VOO, BSV, VGSH, VUG | 13F-HR | 7/25/2022 | 000183010322000004 |
| Q1 2022 | 17 | 119,776 | VOO, VGSH, BSV, VUG | 13F-HR | 4/27/2022 | 000183010322000003 |
| Q4 2021 | 12 | 128,510 | VOO, VGSH, BSV, VUG | 13F-HR | 1/26/2022 | 000183010322000001 |
| Q3 2021 | 15 | 119,519 | VOO, VGSH, BSV, VUG | 13F-HR | 11/15/2021 | 000176809521000008 |
| Q2 2021 | 13 | 117,843 | VOO, VGSH, BSV, VUG | 13F-HR | 8/16/2021 | 000183010321000003 |
| Q1 2021 | 13 | 109,071 | VOO, VGSH, BSV, VUG | 13F-HR | 4/15/2021 | 000183010321000002 |
| Q4 2020 | 41 | 107,653 | VOO, VGSH, BSV, VUG | 13F-HR | 1/28/2021 | 000183010321000001 |