| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 157 | 239,792 | VTV, VUG, VB, GLD | 13F-HR | 11/12/2024 | 000175496024000559 |
| Q2 2024 | 151 | 212,648 | VTV, VUG, VB, AAPL | 13F-HR | 8/12/2024 | 000175496024000414 |
| Q1 2024 | 141 | 200,665 | VTV, VUG, VB, GLD | 13F-HR | 5/14/2024 | 000175496024000213 |
| Q4 2023 | 137 | 176,801 | VTV, VUG, FBND, AAPL | 13F-HR | 2/13/2024 | 000175496024000086 |
| Q3 2023 | 135 | 152,547 | VTV, VUG, FBND, FTSL | 13F-HR | 11/13/2023 | 000175496023000326 |
| Q2 2023 | 130 | 153,410 | VTV, VUG, FBND, AAPL | 13F-HR | 8/9/2023 | 000175496023000239 |
| Q1 2023 | 128 | 131,665 | VTV, VUG, FBND, AAPL | 13F-HR | 5/8/2023 | 000175496023000148 |
| Q4 2022 | 122 | 126,671 | VTV, VUG, FBND, GLD | 13F-HR | 2/13/2023 | 000175496023000077 |
| Q3 2022 | 114 | 115,989 | VTV, VUG, FBND, AAPL | 13F-HR | 11/14/2022 | 000175496022000307 |
| Q2 2022 | 115 | 123,363 | AAPL, VTV, VUG, BRK-B | 13F-HR | 8/8/2022 | 000175496022000218 |
| Q1 2022 | 125 | 126,025 | VTV, VUG, AAPL, GLD | 13F-HR | 5/11/2022 | 000175496022000138 |
| Q4 2021 | 135 | 140,216 | VTV, VUG, AAPL, BSV | 13F-HR | 2/7/2022 | 000175496022000054 |
| Q3 2021 | 121 | 126,140 | VTV, VUG, BSV, VO | 13F-HR | 11/5/2021 | 000175496021000208 |
| Q2 2021 | 115 | 123,113 | VTV, VUG, BSV, VO | 13F-HR | 8/3/2021 | 000175496021000150 |
| Q1 2021 | 109 | 113,273 | VTV, VUG, BSV, VO | 13F-HR | 6/10/2021 | 000175496021000101 |
| Q4 2020 | 104 | 109,517 | VUG, VTV, BSV, VO | 13F-HR | 2/8/2021 | 000175496021000036 |
| Q1 2012 | 109 | 113,273 | VTV, VUG, BSV, VO | 13F-HR | 4/12/2021 | 000175496021000053 |