| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 138 | 339,471 | VTI, VEA, BRK-A, BRK-B | 13F-HR | 5/14/2025 | 000183982625000003 |
| Q4 2024 | 141 | 303,294 | VTI, VEA, AAPL, BRK-B | 13F-HR | 1/16/2025 | 000183982625000001 |
| Q3 2024 | 124 | 293,533 | VTI, VEA, BRK-B, AAPL | 13F-HR | 10/3/2024 | 000183982624000006 |
| Q2 2024 | 118 | 267,488 | VTI, VEA, BRK-B, AAPL | 13F-HR | 7/8/2024 | 000183982624000004 |
| Q1 2024 | 112 | 249,107 | VTI, VEA, BRK-B, AAPL | 13F-HR | 4/9/2024 | 000183982624000003 |
| Q4 2023 | 105 | 221,520 | VTI, VEA, BRK-B, AAPL | 13F-HR | 1/12/2024 | 000183982624000001 |
| Q3 2023 | 95 | 198,889 | VTI, VEA, BRK-B, AAPL | 13F-HR | 10/10/2023 | 000183982623000005 |
| Q2 2023 | 105 | 206,406 | VTI, VEA, BRK-B, AAPL | 13F-HR | 7/11/2023 | 000183982623000004 |
| Q1 2023 | 101 | 194,694 | VTI, VEA, BRK-B, AAPL | 13F-HR | 4/6/2023 | 000183982623000003 |
| Q4 2022 | 99 | 185,282 | VTI, VEA, EFA, BRK-B | 13F-HR | 1/20/2023 | 000183982623000001 |
| Q3 2022 | 97 | 166,897 | VTI, VEA, EFA, AAPL | 13F-HR | 10/11/2022 | 000183982622000005 |
| Q2 2022 | 102 | 174,984 | VTI, EFA, DGRO, AAPL | 13F-HR | 7/13/2022 | 000183982622000004 |
| Q1 2022 | 124 | 207,018 | VTI, EFA, AAPL, DGRO | 13F-HR | 4/7/2022 | 000183982622000003 |
| Q4 2021 | 103 | 201,894 | VTI, EFA, AAPL, VB | 13F-HR | 1/18/2022 | 000183982622000001 |
| Q3 2021 | 98 | 178,144 | VTI, EFA, AAPL, VB | 13F-HR | 10/8/2021 | 000183982621000010 |
| Q2 2021 | 98 | 174,219 | VTI, EFA, USMV, VB | 13F-HR | 8/30/2021 | 000183982621000009 |
| Q1 2021 | 97 | 181,683 | USMV, VTI, EFA, EFAV | 13F-HR | 4/28/2021 | 000183982621000007 |
| Q4 2020 | 91 | 173,486 | USMV, EFAV, EFA, AAPL | RESTATEMENT | 2/16/2021 | 000183982621000002 |
| Q3 2020 | 84 | 155,486 | USMV, EFAV, EFA, AAPL | 13F-HR | 2/24/2021 | 000183982621000006 |
| Q2 2020 | 69 | 140,220 | USMV, EFAV, EFA, AAPL | 13F-HR | 2/24/2021 | 000183982621000005 |
| Q1 2020 | 63 | 117,187 | USMV, EFAV, EFA, SPLV | 13F-HR | 2/24/2021 | 000183982621000004 |
| Q4 2019 | 81 | 124,621 | USMV, EFAV, BRK-B, AAPL | 13F-HR | 2/24/2021 | 000183982621000003 |