| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 64 | 317,066 | DFUS, VTV, VEA, FBND | 13F-HR | 7/9/2025 | 000108514625003673 |
| Q1 2025 | 59 | 289,326 | VTV, DFUS, VEA, FBND | 13F-HR | 4/11/2025 | 000108514625002064 |
| Q4 2024 | 59 | 284,706 | VTV, DFUS, VTI, VEA | 13F-HR | 1/21/2025 | 000108514625000386 |
| Q3 2024 | 52 | 237,669 | VTI, VEA, BIV, VTV | 13F-HR | 10/15/2024 | 000108514624004925 |
| Q2 2024 | 52 | 237,117 | VTI, VEA, BIV, VTV | 13F-HR | 7/12/2024 | 000108514624002947 |
| Q1 2024 | 52 | 237,669 | VTI, VEA, BIV, VTV | 13F-HR | 4/15/2024 | 000108514624001805 |
| Q4 2023 | 52 | 238,780 | VTI, VEA, BIV, VTV | 13F-HR | 1/10/2024 | 000108514624000184 |
| Q3 2023 | 53 | 213,000 | VTI, VEA, BIV, VTV | 13F-HR | 10/19/2023 | 000108514623003784 |
| Q2 2023 | 47 | 210,971 | VTI, VEA, BIV, VTV | 13F-HR | 7/13/2023 | 000108514623002700 |
| Q1 2023 | 42 | 193,357 | VTI, BIV, VEA, VTV | 13F-HR | 4/11/2023 | 000108514623001633 |
| Q4 2022 | 41 | 184,037 | VTI, BIV, VTV, VEA | 13F-HR | 1/13/2023 | 000108514623000131 |
| Q3 2022 | 42 | 168,422 | VTI, BIV, VTV, VEU | 13F-HR | 10/18/2022 | 000108514622003479 |
| Q2 2022 | 43 | 178,122 | VTI, VEU, BIV, VTV | 13F-HR | 7/15/2022 | 000108514622002410 |
| Q1 2022 | 47 | 174,932 | VTI, VEU, VTV, BIV | 13F-HR | 4/20/2022 | 000108514622001480 |
| Q4 2021 | 41 | 168,353 | VTI, VEU, VTV, BIV | 13F-HR | 1/31/2022 | 000108514622000389 |