| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 34 | 158,764 | VEA, VUG, VTV, SCHZ | 13F-HR | 2/4/2025 | 000187414625000001 |
| Q3 2024 | 33 | 158,989 | VEA, VTV, VUG, SCHZ | 13F-HR | 11/14/2024 | 000187414624000005 |
| Q2 2024 | 32 | 144,386 | VEA, VUG, VTV, SCHZ | 13F-HR | 7/29/2024 | 000187414624000004 |
| Q1 2024 | 30 | 141,775 | VEA, VUG, VTV, SCHZ | 13F-HR | 4/24/2024 | 000187414624000003 |
| Q4 2023 | 29 | 126,704 | VEA, VUG, SCHZ, VTV | 13F-HR | 1/22/2024 | 000187414624000001 |
| Q2 2023 | 27 | 119,391 | VEA, SCHZ, VUG, VTV | 13F-HR | 8/16/2023 | 000187414623000003 |
| Q1 2023 | 27 | 112,622 | VEA, SCHZ, VTV, VUG | 13F-HR | 5/1/2023 | 000187414623000002 |
| Q4 2022 | 25 | 102,859 | VEA, SCHZ, VTV, VUG | 13F-HR | 2/6/2023 | 000187414623000001 |
| Q3 2022 | 27 | 90,833 | VEA, VTV, VUG, AGG | 13F-HR | 11/1/2022 | 000187414622000004 |
| Q2 2022 | 26 | 96,013 | VEA, SCHZ, VTV, VUG | 13F-HR | 7/19/2022 | 000187414622000003 |
| Q1 2022 | 32 | 110,893 | VEA, VTV, VUG, AGG | 13F-HR | 5/9/2022 | 000187414622000002 |
| Q4 2021 | 27 | 111,580 | VEA, VUG, SCHZ, VTV | 13F-HR | 1/18/2022 | 000187414622000001 |
| Q3 2021 | 25 | 106,299 | VEA, SCHZ, VUG, VTV | 13F-HR | 11/1/2021 | 000187414621000002 |
| Q2 2021 | 25 | 107,589 | VEA, SCHZ, VUG, VTV | 13F-HR | 8/2/2021 | 000187414621000001 |