| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 321 | 151,285 | VTI, VUSB, VB, VOO | 13F-HR | 5/9/2025 | 000184297425000001 |
| Q4 2024 | 193 | 35,629 | VUSB, ISTB, SPTM, ESGU | 13F-HR | 1/29/2025 | 000190715725000007 |
| Q3 2024 | 271 | 795,496 | DSI, VEA, VUSB, VXUS | 13F-HR | 10/18/2024 | 000179270424000021 |
| Q2 2024 | 360 | 143 | VTI, VB, VOO, VO | 13F-HR | 7/26/2024 | 000172588824000004 |
| Q1 2024 | 351 | 139,241 | VTI, VB, VOO, VO | RESTATEMENT | 7/26/2024 | 000172588824000003 |
| Q4 2023 | 420 | 131,259 | VTI, VB, VOO, VO | 13F-HR | 2/2/2024 | 000184297424000001 |
| Q3 2023 | 403 | 114,715 | VTI, VB, VOO, VO | 13F-HR | 11/6/2023 | 000184297423000003 |
| Q2 2023 | 382 | 120,882 | VTI, VB, VOO, VO | 13F-HR | 8/7/2023 | 000172588823000009 |
| Q1 2023 | 473 | 109,939 | VTI, VB, VOO, VO | 13F-HR | 5/5/2023 | 000184297423000002 |
| Q4 2022 | 483 | 105,244 | VTI, VB, VOO, VO | 13F-HR | 1/30/2023 | 000184297423000001 |
| Q3 2022 | 337 | 100,331 | VTI, VB, VOO, VUSB | 13F-HR | 10/31/2022 | 000184297422000004 |
| Q2 2022 | 32 | 31,235 | VTIP, VOO, VTI, AAPL | 13F-HR | 8/11/2022 | 000184297422000002 |
| Q1 2022 | 308 | 138,073 | VTIP, VTI, VB, VOO | 13F-HR | 4/28/2022 | 000190715722000004 |
| Q4 2021 | 334 | 146,583 | VTIP, VTI, VB, VOO | 13F-HR | 1/19/2022 | 000184297422000001 |
| Q3 2021 | 312 | 128,333 | ISTB, VTI, VB, VOO | 13F-HR | 10/15/2021 | 000184297421000003 |
| Q2 2021 | 409 | 123,311 | ISTB, VB, VOO, VTI | 13F-HR | 7/22/2021 | 000184297421000002 |
| Q1 2021 | 343 | 111,845 | ISTB, VOO, VB, MGK | 13F-HR | 4/21/2021 | 000078404521000004 |
| Q4 2020 | 315 | 104,070 | ISTB, VOO, VB, MGK | 13F-HR | 1/29/2021 | 000184297421000001 |