| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 16 | 244,461 | VTI, VEA, AGG, EPD | 13F-HR | 10/3/2024 | 000121390024085134 |
| Q2 2024 | 16 | 232,356 | VTI, VEA, AGG, EPD | 13F-HR | 7/2/2024 | 000121390024058248 |
| Q1 2024 | 15 | 234,049 | VTI, VEA, AGG, EPD | 13F-HR | 4/12/2024 | 000121390024032497 |
| Q4 2023 | 15 | 210,292 | VTI, VEA, AGG, VWO | 13F-HR | 1/3/2024 | 000121390024000447 |
| Q3 2023 | 15 | 130,845 | VTI, VEA, AGG, VWO | 13F-HR | 10/10/2023 | 000101376223002804 |
| Q2 2023 | 15 | 132,374 | VTI, VEA, VWO, AAPL | 13F-HR | 7/10/2023 | 000121390023055845 |
| Q1 2023 | 15 | 125,766 | VTI, VEA, VWO, EPD | 13F-HR | 4/12/2023 | 000121390023029113 |
| Q4 2022 | 16 | 127,919 | VTI, VEA, VWO, EPD | 13F-HR | 1/5/2023 | 000121390023001160 |
| Q3 2022 | 15 | 133,791 | VTI, VEA, VWO, FSK | 13F-HR | 10/11/2022 | 000121390022062975 |
| Q2 2022 | 16 | 127,753 | VTI, VEA, FSK, VWO | 13F-HR | 7/11/2022 | 000121390022038581 |
| Q1 2022 | 16 | 151,686 | VTI, VEA, FSK, VWO | 13F-HR | 4/8/2022 | 000121390022018837 |
| Q4 2021 | 16 | 140,904 | VTI, VEA, FSK, CIM | 13F-HR | 1/14/2022 | 000121390022002034 |
| Q3 2021 | 16 | 132,127 | VTI, VEA, CIM, VWO | 13F-HR | 11/17/2021 | 000121390021060186 |
| Q2 2021 | 16 | 140,957 | VTI, VEA, CIM, VWO | 13F-HR | 8/3/2021 | 000121390021040050 |
| Q1 2021 | 16 | 122,120 | VTI, VEA, CIM, VWO | 13F-HR | 5/11/2021 | 000121390021025583 |