| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 108 | 148,752 | IEFA, VOO, VUG, IUSV | 13F-HR | 4/16/2025 | 000184951825000003 |
| Q4 2024 | 106 | 150,950 | VOO, VUG, IEFA, SPY | 13F-HR | 1/15/2025 | 000184951825000001 |
| Q3 2024 | 109 | 153,967 | VOO, VUG, IEFA, IUSV | 13F-HR | 10/31/2024 | 000197555024000010 |
| Q2 2024 | 107 | 143,771 | VOO, VUG, IEFA, SPY | 13F-HR | 8/5/2024 | 000197555024000004 |
| Q1 2024 | 103 | 139,209 | VOO, IEFA, VUG, IUSV | 13F-HR | 4/15/2024 | 000184951824000003 |
| Q4 2023 | 98 | 130,599 | VOO, IEFA, VUG, IUSV | 13F-HR | 1/9/2024 | 000184951824000001 |
| Q3 2023 | 99 | 117,244 | IEFA, VOO, VUG, VTV | 13F-HR | 10/24/2023 | 000184951823000004 |
| Q2 2023 | 98 | 118,528 | IEFA, VOO, VUG, SPY | 13F-HR | 7/28/2023 | 000184951823000003 |
| Q1 2023 | 99 | 107,101 | IEFA, VOO, VTV, SPY | 13F-HR | 4/21/2023 | 000184951823000002 |
| Q4 2022 | 103 | 106,445 | IVV, VIG, IEFA, QQQ | 13F-HR | 1/23/2023 | 000184951823000001 |
| Q3 2022 | 91 | 91,796 | IVV, VIG, QQQ, SPY | 13F-HR | 10/13/2022 | 000184951822000004 |
| Q2 2022 | 89 | 97,564 | IVV, VIG, IEFA, QQQ | 13F-HR | 7/25/2022 | 000184951822000003 |
| Q1 2022 | 93 | 113,739 | IVV, QQQ, VIG, SPY | 13F-HR | 4/18/2022 | 000184951822000002 |
| Q4 2021 | 95 | 122,313 | IVV, QQQ, VIG, SPY | 13F-HR | 1/18/2022 | 000184951822000001 |
| Q3 2021 | 91 | 112,797 | IVV, QQQ, VIG, SPY | 13F-HR | 10/21/2021 | 000184951821000003 |
| Q2 2021 | 94 | 112,505 | IVV, QQQ, VIG, SPY | 13F-HR | 7/20/2021 | 000183092221000005 |
| Q1 2021 | 95 | 105,494 | IVV, QQQ, VIG, SPY | 13F-HR | 5/18/2021 | 000184951821000002 |
| Q4 2020 | 216 | 101,337 | IVV, QQQ, SPY, VIG | 13F-HR | 3/9/2021 | 000184951821000001 |