| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 103 | 248,692 | VEA, IVV, VIG, QUAL | 13F-HR | 10/26/2026 | 000175496026000941 |
| Q2 2026 | 96 | 243,160 | VEA, IVV, VIG, QUAL | 13F-HR | 7/21/2026 | 000175496026000562 |
| Q1 2026 | 92 | 212,959 | VEA, VIG, IVV, AGG | 13F-HR | 4/14/2026 | 000175496026000259 |
| Q4 2025 | 92 | 234,804 | VEA, VIG, QUAL, IVV | 13F-HR | 1/15/2026 | 000175496026000068 |
| Q3 2025 | 89 | 231,971 | VEA, VIG, QUAL, IVV | 13F-HR | 10/20/2025 | 000175496025000693 |
| Q2 2025 | 87 | 219,625 | VEA, VIG, AGG, IVV | 13F-HR | 7/15/2025 | 000175496025000400 |
| Q1 2025 | 71 | 186,948 | VEA, AGG, VIG, IVV | 13F-HR | 4/16/2025 | 000175496025000208 |
| Q4 2024 | 75 | 186,194 | VEA, IVV, VIG, QUAL | 13F-HR | 1/21/2025 | 000175496025000046 |
| Q3 2024 | 65 | 166,495 | VEA, IVV, VIG, QUAL | 13F-HR | 10/15/2024 | 000175496024000502 |
| Q2 2024 | 65 | 166,495 | VEA, IVV, VIG, QUAL | 13F-HR | 7/22/2024 | 000175496024000313 |
| Q1 2024 | 71 | 165,159 | VEA, IVV, VIG, IEFA | 13F-HR | 5/6/2024 | 000175496024000201 |
| Q4 2023 | 43 | 86,737 | SCHB, IEFA, VIG, VEA | 13F-HR | 2/13/2024 | 000187709324000001 |
| Q3 2023 | 50 | 91,076 | VEA, IEFA, SCHB, VIG | 13F-HR | 11/14/2023 | 000187709323000005 |
| Q2 2023 | 55 | 96,599 | IEFA, VEA, SCHB, VIG | 13F-HR | 8/1/2023 | 000187709323000003 |
| Q1 2023 | 51 | 91,441 | VEA, IEFA, VIG, SCHB | 13F-HR | 5/3/2023 | 000187709323000002 |
| Q4 2022 | 58 | 130,832 | VEA, VIG, IEFA, IVV | 13F-HR | 1/27/2023 | 000187709323000001 |
| Q3 2022 | 60 | 123,446 | VEA, VIG, IVV, IEFA | 13F-HR | 10/21/2022 | 000187709322000004 |
| Q2 2022 | 77 | 126,837 | VEA, VIG, IVV, SCHB | 13F-HR | 8/3/2022 | 000187709322000003 |
| Q1 2022 | 78 | 145,951 | VEA, IVV, VIG, SCHB | 13F-HR | 5/3/2022 | 000187709322000002 |
| Q4 2021 | 78 | 166,096 | IVV, VEA, VIG, SCHB | 13F-HR | 2/8/2022 | 000187709322000001 |
| Q3 2021 | 75 | 148,094 | IVV, VEA, VIG, SCHB | 13F-HR | 11/16/2021 | 000187709321000003 |
| Q2 2021 | 75 | 139,798 | IVV, VEA, VIG, SCHB | 13F-HR | 8/16/2021 | 000187709321000002 |