| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 42 | 179,274 | IVV, VO, VGT, VXUS | 13F-HR | 1/22/2025 | 000195175725000095 |
| Q3 2024 | 45 | 189,364 | IVV, VO, VXUS, VGT | 13F-HR | 11/12/2024 | 000195175724001197 |
| Q2 2024 | 26 | 153,898 | VO, VXUS, IVV, VGT | 13F-HR | 8/13/2024 | 000195175724000748 |
| Q1 2024 | 36 | 157,077 | VO, VXUS, IVV, VGT | 13F-HR | 4/29/2024 | 000195175724000388 |
| Q4 2023 | 35 | 154,090 | VO, VXUS, IVV, VGT | 13F-HR | 2/13/2024 | 000195175724000247 |
| Q3 2023 | 32 | 149,004 | VO, VXUS, IVV, VGT | 13F-HR | 10/16/2023 | 000195175723000566 |
| Q2 2023 | 34 | 174,348 | VO, TIP, VGT, BSV | 13F-HR | 8/10/2023 | 000195175723000506 |
| Q1 2023 | 36 | 179,839 | VO, FTCS, TIP, VGT | 13F-HR | 5/18/2023 | 000195175723000317 |
| Q4 2022 | 37 | 159,225 | VO, TIP, VGT, VHT | 13F-HR | 5/18/2023 | 000195175723000316 |
| Q3 2022 | 73 | 188,069 | VO, WSBC, TIP, VGT | 13F-HR | 10/17/2022 | 000183198522000012 |
| Q2 2022 | 77 | 190,099 | VO, WSBC, TIP, VGT | 13F-HR | 8/10/2022 | 000183198522000011 |
| Q1 2022 | 75 | 198,429 | VO, WSBC, TIP, VGT | RESTATEMENT | 6/15/2022 | 000183198522000003 |
| Q4 2021 | 80 | 220,062 | VO, WSBC, VGT, VWO | RESTATEMENT | 6/15/2022 | 000183198522000006 |
| Q3 2021 | 76 | 212,200 | WSBC, VO, VB, VWO | 13F-HR | 11/3/2021 | 000183198521000003 |
| Q2 2021 | 77 | 216,865 | VB, WSBC, VO, VWO | RESTATEMENT | 6/15/2022 | 000183198522000005 |
| Q1 2021 | 77 | 203,591 | WSBC, VO, VB, VWO | RESTATEMENT | 6/15/2022 | 000183198522000004 |
| Q4 2020 | 73 | 166,445 | VO, WSBC, MUB, VGT | RESTATEMENT | 6/15/2022 | 000183198522000009 |
| Q3 2020 | 73 | 166,445 | VO, WSBC, MUB, VGT | RESTATEMENT | 6/15/2022 | 000183198522000008 |
| Q2 2020 | 68 | 153,452 | VO, WSBC, MUB, BIV | RESTATEMENT | 6/15/2022 | 000183198522000007 |
| Q1 2020 | 61 | 123,763 | VO, WSBC, BIV, MUB | RESTATEMENT | 6/16/2022 | 000183198522000010 |