| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 30 | 65,593 | VONG, VEA, VOO, VTV | 13F-HR | 1/12/2024 | 000195175724000048 |
| Q3 2023 | 32 | 60,786 | VONG, VEA, VOO, VTV | 13F-HR | 11/9/2023 | 000195175723000693 |
| Q2 2023 | 31 | 65,629 | VONG, VEA, VOO, VTV | 13F-HR | 8/8/2023 | 000195175723000501 |
| Q1 2023 | 31 | 60,228 | VONG, VEA, VOO, VTV | 13F-HR | 5/11/2023 | 000195175723000298 |
| Q4 2022 | 32 | 57,026 | VEA, VONG, VTV, VOO | 13F-HR | 2/13/2023 | 000185557123000001 |
| Q3 2022 | 32 | 52,369 | VONG, VEA, VTV, VOO | 13F-HR | 11/14/2022 | 000185557122000004 |
| Q2 2022 | 28 | 54,186 | VONG, VEA, VTV, VOO | 13F-HR | 8/15/2022 | 000185557122000003 |
| Q1 2022 | 37 | 135,971 | VOO, VEA, VONG, VTV | 13F-HR | 5/11/2022 | 000185557122000002 |
| Q4 2021 | 36 | 143,492 | VOO, VEA, VONG, VTV | 13F-HR | 2/14/2022 | 000185557122000001 |
| Q3 2021 | 41 | 145,651 | VOO, VEA, VONG, VTV | 13F-HR | 10/13/2021 | 000185557121000004 |
| Q2 2021 | 40 | 132,557 | VOO, VEA, VONG, VTV | 13F-HR | 8/13/2021 | 000185557121000003 |
| Q1 2021 | 39 | 113,187 | VOO, VEA, VONG, VTV | 13F-HR | 4/9/2021 | 000185557121000002 |
| Q4 2020 | 40 | 108,133 | VOO, AAPL, VEA, VONG | 13F-HR | 4/9/2021 | 000185557121000001 |