| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 144 | 372,270 | VTI, TOTL, FLXR, VGSH | 13F-HR | 10/28/2026 | 000139834426018977 |
| Q2 2026 | 123 | 359,033 | VTI, TOTL, FLXR, VGSH | 13F-HR | 8/6/2026 | 000139834426013695 |
| Q1 2026 | 108 | 324,443 | TOTL, VTI, FLXR, VGSH | 13F-HR | 5/6/2026 | 000139834426008544 |
| Q4 2025 | 103 | 317,149 | VTI, TOTL, FLXR, VGSH | 13F-HR | 2/6/2026 | 000139834426002388 |
| Q3 2025 | 105 | 301,301 | VTI, TOTL, FLXR, VGSH | 13F-HR | 11/4/2025 | 000139834425020301 |
| Q2 2025 | 102 | 305,047 | TOTL, VTI, FLXR, COIN | 13F-HR | 8/11/2025 | 000139834425014968 |
| Q1 2025 | 121 | 290,328 | TOTL, UCON, VTI, VGSH | 13F-HR | 5/6/2025 | 000139834425008787 |
| Q4 2024 | 121 | 286,840 | TOTL, VTI, UCON, DFAU | 13F-HR | 2/7/2025 | 000139834425002229 |
| Q3 2024 | 100 | 262,432 | TOTL, UCON, VTI, DFAU | 13F-HR | 10/18/2024 | 000139834424019000 |
| Q2 2024 | 90 | 229,428 | TOTL, VTI, UCON, DFAU | 13F-HR | 8/7/2024 | 000139834424014044 |
| Q1 2024 | 104 | 174,865 | VTI, COIN, DFAU, VGSH | 13F-HR | 5/13/2024 | 000139834424009254 |
| Q4 2023 | 81 | 123,819 | VTI, COIN, DFAE, SCHX | 13F-HR | 2/2/2024 | 000139834424001851 |
| Q3 2023 | 73 | 100,784 | VTI, SCHX, DFAE, AAPL | 13F-HR | 11/8/2023 | 000139834423020282 |
| Q2 2023 | 76 | 103,928 | VTI, AAPL, SCHX, DFAE | 13F-HR | 7/28/2023 | 000139834423013706 |
| Q1 2023 | 85 | 92,594 | VTI, SCHX, AAPL, SPYM | 13F-HR | 5/2/2023 | 000139834423008453 |
| Q4 2022 | 75 | 78,201 | VTI, SCHX, SPYM, AAPL | 13F-HR | 2/3/2023 | 000139834423002064 |
| Q3 2022 | 69 | 73,430 | SCHX, VTI, COIN, SPYM | 13F-HR | 11/1/2022 | 000139834422021168 |
| Q2 2022 | 74 | 76,426 | SCHX, VTI, SPYM, AAPL | 13F-HR | 8/1/2022 | 000139834422014464 |
| Q1 2022 | 81 | 78,753 | SCHX, VTI, SPYM, AAPL | 13F-HR | 5/6/2022 | 000139834422008896 |
| Q4 2021 | 80 | 103,663 | COIN, SCHX, VTI, SPYM | 13F-HR | 2/4/2022 | 000139834422002116 |