| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 188 | 518,523 | SPY, BND, VEA, VTEB | 13F-HR | 10/8/2024 | 000184368424000005 |
| Q2 2024 | 160 | 481,616 | SPY, BND, VEA, VTEB | 13F-HR | 7/15/2024 | 000184368424000004 |
| Q1 2024 | 154 | 466,161 | SPY, BND, VEA, VTEB | 13F-HR | 4/11/2024 | 000184368424000002 |
| Q4 2023 | 157 | 438,700 | SPY, BND, VTEB, VEA | 13F-HR | 1/11/2024 | 000184368424000001 |
| Q3 2023 | 208 | 398,573 | SPY, VTEB, BND, VEA | 13F-HR | 10/10/2023 | 000184368423000005 |
| Q2 2023 | 187 | 406,352 | SPY, BND, VTEB, VEA | 13F-HR | 7/7/2023 | 000184368423000004 |
| Q1 2023 | 162 | 382,141 | SPY, BND, VTEB, VEA | 13F-HR | 4/18/2023 | 000184368423000003 |
| Q4 2022 | 164 | 358,249 | SPY, BND, VTEB, VEA | 13F-HR | 1/10/2023 | 000087015623000002 |
| Q3 2022 | 185 | 333,742 | SPY, VEA, MUB, BND | 13F-HR | 10/11/2022 | 000087015622000046 |
| Q2 2022 | 165 | 344,032 | SPY, VEA, BND, MUB | 13F-HR | 7/14/2022 | 000087015622000033 |
| Q1 2022 | 184 | 380,077 | SPY, VEA, BND, MUB | 13F-HR | 4/18/2022 | 000087015622000022 |
| Q4 2021 | 174 | 372,642 | SPY, VEA, BND, MUB | 13F-HR | 1/19/2022 | 000087015622000009 |
| Q3 2021 | 152 | 341,491 | SPY, BND, MUB, VEA | 13F-HR | 10/13/2021 | 000087015621000048 |
| Q2 2021 | 146 | 327,185 | SPY, MUB, VEA, BND | 13F-HR | 7/27/2021 | 000087015621000038 |
| Q1 2021 | 152 | 298,230 | SPY, MUB, BND, VEA | 13F-HR | 4/20/2021 | 000087015621000023 |
| Q4 2020 | 153 | 282,215 | SPY, MUB, BND, VEA | RESTATEMENT | 2/22/2021 | 000087015621000017 |