Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 2 | 18,289 | VNQ, AGG | 13F-HR | 11/12/2024 | 000190460724000007 |
Q2 2024 | 2 | 15,723 | VNQ, AGG | 13F-HR | 8/14/2024 | 000190460724000006 |
Q1 2024 | 2 | 25,881 | AGG, VNQ | 13F-HR | 5/15/2024 | 000190460724000004 |
Q4 2023 | 2 | 29,573 | AGG, VNQ | 13F-HR | 2/13/2024 | 000190460724000003 |
Q3 2023 | 5 | 87,819 | AGG, VTI, VNQ, IEFA | 13F-HR | 11/2/2023 | 000190460723000006 |
Q2 2023 | 5 | 117,686 | AGG, VTI, IEFA, VNQ | 13F-HR | 7/31/2023 | 000190460723000005 |
Q1 2023 | 5 | 133,816 | AGG, VTI, IEFA, VNQ | 13F-HR | 4/21/2023 | 000190460723000003 |
Q4 2022 | 5 | 234,620 | VTI, IEFA, AGG, IEMG | 13F-HR | 1/31/2023 | 000190460723000002 |
Q3 2022 | 8 | 330,457 | VTI, VGSH, IEFA, VGIT | 13F-HR | 10/12/2022 | 000190460722000007 |
Q2 2022 | 8 | 409,866 | VTI, VGSH, IEFA, AGG | 13F-HR | 7/7/2022 | 000190460722000005 |
Q1 2022 | 8 | 272,020 | VGSH, VOO, AGG, IEFA | 13F-HR | 5/3/2022 | 000190460722000003 |