| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 209 | 135,282 | SPY, VTI, IBTF, VXUS | 13F-HR | 5/9/2025 | 000185520525000026 |
| Q4 2024 | 196 | 132,768 | SPY, VTI, IBTF, VXUS | 13F-HR | 2/11/2025 | 000185520525000007 |
| Q3 2024 | 187 | 132,165 | SPY, VTI, VXUS, IBTF | 13F-HR | 11/7/2024 | 000185520524000054 |
| Q2 2024 | 109 | 122,782 | SPY, VTI, VXUS, IBTF | 13F-HR | 8/12/2024 | 000185520524000033 |
| Q1 2024 | 114 | 120,229 | SPY, VTI, VXUS, IBTE | 13F-HR | 5/13/2024 | 000185520524000016 |
| Q4 2023 | 106 | 111,961 | SPY, VTI, VXUS, VXF | 13F-HR | 2/9/2024 | 000185520524000006 |
| Q3 2023 | 113 | 99,031 | SPY, VTI, VXUS, XLE | 13F-HR | 11/9/2023 | 000189314323000005 |
| Q2 2023 | 106 | 98,344 | SPY, VTI, VXUS, VXF | 13F-HR | 8/11/2023 | 000189314323000004 |
| Q1 2023 | 95 | 95,169 | SPY, VTI, VXUS, VXF | 13F-HR | 5/12/2023 | 000189314323000003 |
| Q4 2022 | 40 | 92,976 | SPY, VTI, VXUS, XLE | 13F-HR | 2/13/2023 | 000189314323000001 |
| Q3 2022 | 41 | 89,155 | SPY, VTI, VXUS, VGSH | 13F-HR | 11/7/2022 | 000189314322000005 |
| Q2 2022 | 38 | 97,367 | SPY, VTI, VGSH, VXUS | 13F-HR | 7/6/2022 | 000189314322000004 |
| Q1 2022 | 41 | 105,782 | SPY, VTI, VXUS, VGSH | 13F-HR | 5/5/2022 | 000189314322000003 |
| Q4 2021 | 41 | 113,753 | SPY, VTI, VXUS, VXF | 13F-HR | 1/19/2022 | 000189314322000001 |