| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 286 | 376,753 | SPY, VEA, VUG, IVV | 13F-HR | 4/15/2024 | 000195175724000299 |
| Q4 2023 | 245 | 327,928 | SPY, VEA, IVV, VUG | 13F-HR | 2/6/2024 | 000195175724000224 |
| Q3 2023 | 226 | 280,927 | SPY, VEA, IVV, VUG | 13F-HR | 11/3/2023 | 000195175723000682 |
| Q2 2023 | 231 | 306,855 | SPY, VEA, IVV, VUG | 13F-HR | 7/31/2023 | 000195175723000462 |
| Q1 2023 | 215 | 269,355 | SPY, IVV, VEA, AAPL | 13F-HR | 5/4/2023 | 000195175723000271 |
| Q4 2022 | 220 | 253,818 | SPY, IVV, AAPL, VEA | 13F-HR | 2/13/2023 | 000184617523000001 |
| Q3 2022 | 204 | 246,546 | SPY, VEA, IVV, BSV | 13F-HR | 11/14/2022 | 000184617522000004 |
| Q2 2022 | 210 | 253,797 | SPY, VEA, IVV, BSV | 13F-HR | 8/15/2022 | 000184617522000003 |
| Q1 2022 | 217 | 269,891 | SPY, VEA, AAPL, IVV | 13F-HR | 5/16/2022 | 000184617522000002 |
| Q4 2021 | 208 | 248,955 | SPY, IVV, AAPL, VOO | 13F-HR | 2/14/2022 | 000184617522000001 |
| Q3 2021 | 168 | 173,905 | SPY, IVV, IGSB, VTIP | 13F-HR | 11/12/2021 | 000176809521000006 |
| Q2 2021 | 167 | 165,203 | SPY, IVV, UPS, IGSB | 13F-HR | 8/12/2021 | 000184617521000003 |
| Q1 2021 | 167 | 160,045 | SPY, IVV, UPS, IGSB | 13F-HR | 5/17/2021 | 000184617521000002 |
| Q4 2020 | 137 | 138,851 | SPY, IVV, IGSB, SCHG | 13F-HR | 2/16/2021 | 000184617521000001 |