| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 85 | 294,142 | VOO, VGSH, VEA, BSV | 13F-HR | 4/10/2025 | 000187173425000002 |
| Q4 2024 | 79 | 272,514 | VOO, VGSH, VEA, BSV | 13F-HR | 1/22/2025 | 000187173425000001 |
| Q3 2024 | 75 | 262,039 | VOO, VGSH, VEA, BSV | 13F-HR | 10/10/2024 | 000187173424000008 |
| Q2 2024 | 67 | 230,751 | VOO, VGSH, VEA, BSV | 13F-HR | 7/23/2024 | 000187173424000005 |
| Q1 2024 | 72 | 220,454 | VOO, VGSH, VEA, BSV | 13F-HR | 4/19/2024 | 000187173424000004 |
| Q4 2023 | 279 | 202,285 | VOO, VGSH, VEA, BSV | 13F-HR | 1/22/2024 | 000187173424000001 |
| Q3 2023 | 286 | 178,854 | VOO, VGSH, VEA, BSV | 13F-HR | 10/18/2023 | 000187173423000004 |
| Q2 2023 | 284 | 179,084 | VOO, VGSH, VEA, BSV | 13F-HR | 7/14/2023 | 000187173423000003 |
| Q1 2023 | 245 | 166,603 | VOO, VGSH, VEA, BSV | 13F-HR | 4/10/2023 | 000187173423000002 |
| Q4 2022 | 288 | 152,670 | VOO, VGSH, BSV, VEA | 13F-HR | 1/23/2023 | 000187173423000001 |
| Q3 2022 | 255 | 135,440 | VOO, VGSH, BSV, VEA | 13F-HR | 10/18/2022 | 000187173422000005 |
| Q2 2022 | 359 | 135,816 | VOO, VGSH, BSV, VCSH | RESTATEMENT | 8/10/2022 | 000187173422000004 |
| Q1 2022 | 241 | 129,795 | VOO, VGSH, BSV, VEA | 13F-HR | 4/8/2022 | 000187173422000002 |
| Q4 2021 | 284 | 131,122 | VOO, BSV, VGSH, VEA | 13F-HR | 1/20/2022 | 000187173422000001 |