| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 113 | 251,514 | IVV, VEA, IJR, SPY | 13F-HR | 11/12/2024 | 000176538024000445 |
| Q2 2024 | 87 | 227,173 | IVV, VEA, IJR, SPY | 13F-HR | 8/14/2024 | 000176538024000337 |
| Q1 2024 | 86 | 217,437 | IVV, VEA, IJR, SPY | 13F-HR | 5/6/2024 | 000176538024000187 |
| Q4 2023 | 75 | 209,875 | IVV, IJR, VEA, SPY | RESTATEMENT | 2/13/2024 | 000176538024000107 |
| Q3 2023 | 72 | 185,934 | IVV, IJR, VEA, SPY | 13F-HR | 11/9/2023 | 000176538023000224 |
| Q2 2023 | 70 | 191,085 | IVV, VEA, IJR, HI | 13F-HR | 8/8/2023 | 000176538023000149 |
| Q1 2023 | 78 | 187,471 | VEA, IVV, IJR, SPY | 13F-HR | 5/4/2023 | 000176538023000090 |
| Q4 2022 | 71 | 174,846 | VEA, IVV, IJR, SPY | 13F-HR | 2/6/2023 | 000176538023000012 |
| Q3 2022 | 49 | 109,811 | VEA, IVV, IJR, SPY | 13F-HR | 11/9/2022 | 000176538022000155 |
| Q2 2022 | 48 | 121,062 | IVV, VEA, SPY, IJR | 13F-HR | 8/8/2022 | 000176538022000114 |
| Q1 2022 | 50 | 128,683 | IVV, VEA, SPY, IJR | 13F-HR | 5/2/2022 | 000176538022000050 |
| Q4 2021 | 51 | 152,767 | VEA, IVV, IJR, SPY | 13F-HR | 1/27/2022 | 000176538022000018 |
| Q3 2021 | 42 | 150,683 | HRC, IVV, VEA, SPY | 13F-HR | 11/16/2021 | 000186242721000002 |
| Q2 2021 | 45 | 145,829 | IVV, VEA, HRC, SPY | 13F-HR | 8/4/2021 | 000186242721000001 |
| Q1 2021 | 49 | 116,326 | HRC, VEA, IVV, SPY | 13F-HR | 5/17/2021 | 000110465921068236 |