| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 116 | 768,892 | XHLF, VEA, ITOT, VTI | 13F-HR | 4/24/2025 | 000166773125000519 |
| Q4 2024 | 118 | 770,679 | XHLF, VTI, VEA, MOAT | 13F-HR | 1/27/2025 | 000166773125000131 |
| Q3 2024 | 109 | 743,016 | VTI, XTEN, XHLF, VEA | 13F-HR | 10/22/2024 | 000189292924000005 |
| Q2 2024 | 95 | 671,943 | VTI, XTEN, XHLF, VEA | 13F-HR | 7/25/2024 | 000189292924000004 |
| Q1 2024 | 87 | 619,207 | VTI, XHLF, XTEN, VEA | 13F-HR | 5/1/2024 | 000189292924000003 |
| Q4 2023 | 79 | 549,718 | XHLF, VTI, VEA, MOAT | 13F-HR | 1/31/2024 | 000189292924000002 |
| Q3 2023 | 75 | 482,222 | VTI, XHLF, VEA, MOAT | 13F-HR | 11/8/2023 | 000189292923000009 |
| Q2 2023 | 84 | 462,116 | VTI, XHLF, VEA, MOAT | 13F-HR | 8/3/2023 | 000189292923000008 |
| Q1 2023 | 71 | 421,796 | VTI, XHLF, VEA, MOAT | 13F-HR | 4/18/2023 | 000189292923000007 |
| Q4 2022 | 80 | 371,204 | VTI, XHLF, VEA, STIP | RESTATEMENT | 1/27/2023 | 000189292923000003 |
| Q3 2022 | 45 | 126,275 | VTI, STIP, FTSL, AAPL | 13F-HR | 10/26/2022 | 000189292922000004 |
| Q2 2022 | 41 | 121,253 | VTI, STIP, FTSL, VEA | 13F-HR | 8/2/2022 | 000189292922000003 |
| Q1 2022 | 39 | 132,717 | VTI, VEA, STIP, GOOG | 13F-HR | 5/16/2022 | 000189292922000002 |
| Q4 2021 | 42 | 132,455 | VTI, VEA, BND, AAPL | 13F-HR | 2/14/2022 | 000189292922000001 |