| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 52 | 352,614 | VOO, SCHD, VUG, VB | 13F-HR | 10/9/2024 | 000108514624004733 |
| Q2 2024 | 50 | 338,474 | VOO, SCHD, VUG, VB | 13F-HR | 7/12/2024 | 000108514624002917 |
| Q1 2024 | 52 | 328,546 | VOO, SCHD, VUG, VB | 13F-HR | 4/17/2024 | 000108514624001869 |
| Q4 2023 | 51 | 297,950 | VOO, SCHD, VUG, VB | 13F-HR | 1/10/2024 | 000108514624000169 |
| Q3 2023 | 46 | 250,988 | VOO, SCHD, VUG, VB | 13F-HR | 10/19/2023 | 000108514623003824 |
| Q2 2023 | 45 | 232,436 | VOO, SCHD, VUG, VB | 13F-HR | 7/11/2023 | 000108514623002651 |
| Q1 2023 | 47 | 207,500 | VOO, SCHD, VB, VUG | 13F-HR | 4/12/2023 | 000108514623001657 |
| Q4 2022 | 46 | 176,513 | VOO, SCHD, VB, VUG | 13F-HR | 1/18/2023 | 000108514623000210 |
| Q3 2022 | 35 | 146,473 | VOO, SCHD, VB, VUG | 13F-HR | 10/14/2022 | 000108514622003424 |
| Q2 2022 | 40 | 147,784 | VOO, SCHD, VB, VUG | 13F-HR | 7/13/2022 | 000108514622002380 |
| Q1 2022 | 45 | 169,949 | VOO, SCHD, VO, VB | 13F-HR | 4/25/2022 | 000108514622001528 |
| Q4 2021 | 38 | 164,044 | VOO, SCHD, VO, VTWO | 13F-HR | 1/25/2022 | 000108514622000316 |