| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 34 | 56,052 | SPY, VTI, BRK-B, TLT | 13F-HR | 11/13/2023 | 000189671123000007 |
| Q2 2023 | 33 | 55,119 | SPY, VTI, BRK-B, TLT | 13F-HR | 8/10/2023 | 000189671123000006 |
| Q1 2023 | 35 | 70,896 | VTI, SPY, BRK-B, TLT | 13F-HR | 5/12/2023 | 000189671123000005 |
| Q4 2022 | 51 | 69,244 | VTI, SPY, BRK-B, TLT | 13F-HR | 2/9/2023 | 000189671123000002 |
| Q3 2022 | 52 | 70,633 | VTI, SPY, BRK-B, BDX | 13F-HR | 11/9/2022 | 000189671122000007 |
| Q2 2022 | 55 | 249,750 | SPY, IWM, VOO, IJR | 13F-HR | 7/25/2022 | 000189671122000005 |
| Q1 2022 | 46 | 463,416 | VOO, IJR, SPY, SHY | 13F-HR | 5/5/2022 | 000189671122000004 |
| Q4 2021 | 42 | 668,369 | VOO, SHY, IJR, IEI | 13F-HR | 2/9/2022 | 000189671122000003 |