| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 102 | 334,802 | ITOT, VTI, IVV, IXUS | 13F-HR | 5/14/2025 | 000190438825000003 |
| Q4 2024 | 91 | 339,041 | ITOT, VTI, IVV, IXUS | RESTATEMENT | 2/18/2025 | 000190438825000002 |
| Q3 2024 | 80 | 309,253 | ITOT, VTI, IVV, IXUS | 13F-HR | 11/14/2024 | 000190438824000005 |
| Q2 2024 | 78 | 288,093 | ITOT, VTI, IVV, IXUS | 13F-HR | 8/14/2024 | 000190438824000003 |
| Q1 2024 | 42 | 103,039 | IXUS, IEFA, JEPI, JEPQ | 13F-HR | 5/15/2024 | 000190438824000002 |
| Q4 2023 | 64 | 239,492 | ITOT, VTI, IXUS, IVV | 13F-HR | 2/13/2024 | 000190438824000001 |
| Q3 2023 | 65 | 178,603 | ITOT, VTI, IXUS, IEFA | 13F-HR | 11/14/2023 | 000190438823000007 |
| Q2 2023 | 50 | 168,993 | ITOT, VTI, IXUS, EUSA | 13F-HR | 8/11/2023 | 000190438823000006 |
| Q1 2023 | 65 | 174,411 | ITOT, VTI, IXUS, EUSA | 13F-HR | 5/15/2023 | 000190438823000005 |
| Q4 2022 | 57 | 178,149 | ITOT, IEF, VTI, JEPI | 13F-HR | 2/14/2023 | 000190438823000001 |
| Q3 2022 | 50 | 154,754 | ITOT, VTI, IXUS, IEF | 13F-HR | 11/14/2022 | 000190438822000004 |
| Q2 2022 | 49 | 143,270 | ITOT, IEF, VTI, IXUS | 13F-HR | 8/15/2022 | 000190438822000003 |
| Q1 2022 | 54 | 152,212 | ITOT, IXUS, IVV, VTI | 13F-HR | 5/12/2022 | 000190438822000002 |
| Q4 2021 | 59 | 129,255 | ITOT, IVV, IXUS, RSP | 13F-HR | 1/21/2022 | 000190438822000001 |