| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 59 | 201,530 | IVV, VOO, AGG, VWO | 13F-HR | 4/11/2024 | 000187337224000003 |
| Q4 2023 | 50 | 196,522 | IVV, VOO, AGG, VWO | 13F-HR | 1/11/2024 | 000187337224000001 |
| Q3 2023 | 47 | 163,478 | IVV, VOO, AGG, VWO | 13F-HR | 10/11/2023 | 000187337223000005 |
| Q2 2023 | 48 | 170,589 | IVV, VOO, AGG, VWO | 13F-HR | 7/7/2023 | 000187337223000004 |
| Q1 2023 | 49 | 152,987 | IVV, VOO, AGG, VWO | 13F-HR | 4/6/2023 | 000187337223000002 |
| Q4 2022 | 46 | 146,188 | IVV, VOO, AGG, VWO | RESTATEMENT | 1/9/2023 | 000165252923000002 |
| Q3 2022 | 23 | 131,863 | IVV, VOO, AGG, VWO | 13F-HR | 10/7/2022 | 000187337222000005 |
| Q2 2022 | 24 | 100,933 | IVV, VOO, JPST, IJH | 13F-HR | 7/13/2022 | 000187337222000004 |
| Q1 2022 | 55 | 105,454 | IVV, VOO, JPST, IJH | 13F-HR | 4/26/2022 | 000187337222000002 |
| Q4 2021 | 41 | 105,600 | IVV, VOO, IJH, JPST | 13F-HR | 1/5/2022 | 000187337222000001 |