| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 50 | 83,197 | VTI, VOO, VXUS, DCOR | 13F-HR | 4/28/2025 | 000187159325000005 |
| Q4 2024 | 43 | 79,080 | VTI, VOO, DFAS, VXUS | 13F-HR | 1/28/2025 | 000187159325000003 |
| Q3 2024 | 44 | 78,105 | VTI, VOO, VXUS, DFAS | 13F-HR | 10/24/2024 | 000187159324000010 |
| Q2 2024 | 43 | 68,084 | VTI, ACWI, VYMI, VXUS | 13F-HR | 7/16/2024 | 000187159324000008 |
| Q1 2024 | 50 | 64,743 | VTI, ACWI, VYMI, AMZN | 13F-HR | 4/16/2024 | 000187159324000005 |
| Q4 2023 | 44 | 53,041 | VTI, ACWI, ACWX, VYMI | 13F-HR | 1/23/2024 | 000187159324000002 |
| Q3 2023 | 44 | 45,393 | VTI, ACWI, ACWX, VTV | 13F-HR | 10/11/2023 | 000187159323000008 |
| Q2 2023 | 40 | 40,215 | VTI, ACWI, ACWX, VTV | 13F-HR | 8/3/2023 | 000187159323000006 |
| Q1 2023 | 234 | 42,771 | VTI, ACWI, ACWX, VTV | 13F-HR | 5/9/2023 | 000187159323000004 |
| Q4 2022 | 260 | 44,532 | VTI, ACWI, ACWX, VTV | 13F-HR | 2/10/2023 | 000187159323000002 |
| Q3 2022 | 251 | 40,649 | VTI, ACWI, ACWX, AMZN | 13F-HR | 11/2/2022 | 000187159322000011 |
| Q2 2022 | 718 | 48,516 | ACWI, VTI, VXUS, AMZN | 13F-HR | 7/28/2022 | 000187159322000008 |
| Q1 2022 | 714 | 53,492 | VTI, ACWI, VXUS, AMZN | 13F-HR | 5/6/2022 | 000187159322000006 |
| Q4 2021 | 721 | 64,993 | VTI, ACWI, VXUS, AMZN | 13F-HR | 2/10/2022 | 000187159322000002 |
| Q3 2021 | 6 | 14,679 | ACWI, VTI, VXUS, IVV | 13F-HR | 11/9/2021 | 000187159321000006 |
| Q2 2021 | 6 | 14,958 | ACWI, VTI, VXUS, IVV | 13F-HR | 8/13/2021 | 000148268821000009 |
| Q1 2021 | 6 | 14,576 | ACWI, VTI, VXUS, IVV | 13F-HR | 7/19/2021 | 000187159321000004 |
| Q4 2020 | 7 | 14,093 | ACWI, VTI, VXUS, IVV | 13F-HR | 7/19/2021 | 000187159321000002 |