| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 54 | 35,389 | AAPL, LCTU, SPLG, MSFT | 13F-HR | 2/14/2024 | 000117266124001125 |
| Q3 2023 | 103 | 131,301 | AAPL, IWF, MSFT, IJH | 13F-HR | 10/24/2023 | 000117266123003489 |
| Q2 2023 | 178 | 468,265 | VOO, BSCQ, IUSB, BSCO | 13F-HR | 8/11/2023 | 000117266123002919 |
| Q1 2023 | 245 | 527,263 | VOO, BSCQ, IUSB, IEMG | 13F-HR | 5/15/2023 | 000117266123002217 |
| Q4 2022 | 257 | 492,615 | VOO, IUSB, SPLG, BSCN | 13F-HR | 2/13/2023 | 000117266123000786 |
| Q3 2022 | 265 | 471,603 | VOO, SPLG, ESGU, IJR | 13F-HR | 11/14/2022 | 000160658722002341 |
| Q2 2022 | 262 | 469,670 | SPLG, ESGU, SCHZ, EFV | 13F-HR | 8/15/2022 | 000160658722001793 |
| Q1 2022 | 1,976 | 549,894 | SPLG, ESGU, BIL, EFV | 13F-HR | 5/10/2022 | 000160658722001069 |
| Q4 2021 | 260 | 503,904 | ESGU, VOO, AAPL, IEFA | 13F-HR | 6/13/2022 | 000160658722001276 |