| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 370 | 176,095 | SPY, EFA, CGDV, VTI | 13F-HR | 1/9/2024 | 000184399124000001 |
| Q3 2023 | 372 | 158,483 | RSP, EFA, CGDV, IJH | 13F-HR | 11/9/2023 | 000184399123000004 |
| Q2 2023 | 362 | 163,274 | RSP, FV, EFA, VTI | 13F-HR | 8/10/2023 | 000190442523000007 |
| Q1 2023 | 358 | 158,491 | RSP, FV, EFA, HDV | 13F-HR | 5/12/2023 | 000184399123000003 |
| Q4 2022 | 354 | 154,365 | RSP, FV, EFA, HDV | 13F-HR | 2/13/2023 | 000184399123000002 |
| Q3 2022 | 290 | 140,114 | RSP, FV, HEFA, HDV | 13F-HR | 11/9/2022 | 000184399122000006 |
| Q2 2022 | 291 | 146,715 | RSP, FV, HEFA, HDV | 13F-HR | 8/11/2022 | 000184399122000005 |
| Q1 2022 | 312 | 165,894 | RSP, QQQ, HEFA, VTI | 13F-HR | 5/12/2022 | 000184399122000004 |
| Q4 2021 | 364 | 169,029 | VTI, QQQ, PKW, HEFA | 13F-HR | 2/9/2022 | 000184399122000002 |
| Q3 2021 | 350 | 155,232 | VTI, QQQ, EFA, PKW | 13F-HR | 11/10/2021 | 000184399121000006 |
| Q2 2021 | 351 | 156,227 | VTI, QQQ, EFA, CWB | 13F-HR | 8/4/2021 | 000184399121000005 |
| Q1 2021 | 378 | 145,945 | VTI, QQQ, CWB, EFA | 13F-HR | 5/6/2021 | 000184399121000004 |
| Q4 2020 | 362 | 135,647 | VTI, QQQ, CWB, EFA | 13F-HR | 2/3/2021 | 000184399121000002 |