| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 108 | 162,066 | SPY, IVV, VO, IJR | 13F-HR | 10/24/2024 | 000095012324009895 |
| Q2 2024 | 108 | 160,949 | SPY, IVV, IJR, VO | 13F-HR | 7/29/2024 | 000184026124000003 |
| Q1 2024 | 108 | 152,042 | SPY, IVV, VO, IJR | 13F-HR | 4/24/2024 | 000184026124000002 |
| Q4 2023 | 114 | 138,325 | SPY, IVV, VTV, ISHARES TR | 13F-HR | 1/30/2024 | 000184026124000001 |
| Q3 2023 | 90 | 124,355 | SPY, IVV, VO, IJR | 13F-HR | 10/18/2023 | 000184026123000004 |
| Q2 2023 | 86 | 125,327 | SPY, IVV, VO, IJR | 13F-HR | 7/14/2023 | 000184026123000002 |
| Q1 2023 | 88 | 120,872 | SPY, IVV, IJR, VO | 13F-HR | 4/25/2023 | 000095012323003372 |
| Q4 2022 | 90 | 110,981 | SPY, IVV, IJR, VO | 13F-HR | 2/8/2023 | 000095012323000994 |
| Q3 2022 | 91 | 101,682 | SPY, IVV, VO, IJR | 13F-HR | 10/24/2022 | 000095012322010397 |
| Q2 2022 | 100 | 106,545 | SPY, IVV, IJR, VO | 13F-HR | 7/19/2022 | 000095012322007267 |
| Q1 2022 | 99 | 112,712 | SPY, TLT, IVV, VWO | 13F-HR | 5/3/2022 | 000095012322004465 |
| Q4 2021 | 99 | 123,805 | SPY, TLT, IVV, VO | 13F-HR | 1/26/2022 | 000095012322000512 |
| Q3 2021 | 102 | 115,154 | SPY, TLT, IVV, IJR | 13F-HR | 11/2/2021 | 000095012321013797 |
| Q2 2021 | 101 | 110,893 | SPY, IVV, TLT, VO | 13F-HR | 7/30/2021 | 000095012321009410 |
| Q1 2021 | 102 | 103,706 | SPY, IVV, VO, IJR | 13F-HR | 7/21/2021 | 000095012321009020 |