| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 65 | 298,903 | VOO, NOBL, SCHD, IUSV | 13F-HR | 4/15/2025 | 000195175725000372 |
| Q4 2024 | 60 | 299,999 | VOO, NOBL, SCHD, IUSV | 13F-HR | 1/17/2025 | 000195175725000065 |
| Q3 2024 | 63 | 300,371 | VOO, NOBL, SCHD, IUSV | 13F-HR | 10/28/2024 | 000195175724001132 |
| Q2 2024 | 64 | 278,233 | VOO, NOBL, IUSV, IUSG | 13F-HR | 7/12/2024 | 000195175724000497 |
| Q1 2024 | 66 | 278,617 | VOO, NOBL, IUSV, IUSG | 13F-HR | 4/23/2024 | 000195175724000369 |
| Q4 2023 | 59 | 258,159 | VOO, NOBL, IUSV, IUSG | 13F-HR | 1/23/2024 | 000195175724000103 |
| Q3 2023 | 56 | 232,076 | NOBL, VOO, IUSV, IUSG | 13F-HR | 10/24/2023 | 000195175723000592 |
| Q2 2023 | 57 | 239,218 | NOBL, VOO, IUSV, IUSG | 13F-HR | 7/17/2023 | 000195175723000365 |
| Q1 2023 | 57 | 218,412 | NOBL, VOO, IUSV, IUSG | 13F-HR | 4/18/2023 | 000195175723000180 |
| Q4 2022 | 51 | 195,542 | NOBL, VOO, IUSV, IUSG | 13F-HR | 1/17/2023 | 000195175723000012 |
| Q3 2022 | 47 | 170,470 | NOBL, VOO, IUSV, IUSG | 13F-HR | 10/17/2022 | 000184163322000005 |
| Q2 2022 | 44 | 179,871 | NOBL, VOO, IUSV, IUSG | 13F-HR | 7/14/2022 | 000184163322000004 |
| Q1 2022 | 45 | 193,491 | NOBL, VOO, IUSG, IUSV | RESTATEMENT | 4/19/2022 | 000184163322000003 |
| Q4 2021 | 45 | 182,960 | NOBL, VOO, IUSG, FTCS | 13F-HR | 1/24/2022 | 000184163322000001 |
| Q3 2021 | 39 | 164,714 | NOBL, VOO, IUSG, BIV | 13F-HR | 10/26/2021 | 000184163321000004 |
| Q2 2021 | 34 | 157,674 | NOBL, VOO, IUSG, BIV | 13F-HR | 7/23/2021 | 000184163321000003 |
| Q1 2021 | 35 | 147,385 | NOBL, VOO, IUSG, BIV | 13F-HR | 4/26/2021 | 000184163321000002 |
| Q4 2020 | 189 | 127,267 | NOBL, VOO, IUSG, FTCS | 13F-HR | 1/29/2021 | 000184163321000001 |