| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 12 | 139,419 | VTI, VCRB, IXUS, VGT | 13F-HR | 5/7/2025 | 000175496025000284 |
| Q4 2024 | 13 | 143,854 | VTI, VCRB, IXUS, VGT | 13F-HR | 2/6/2025 | 000175496025000105 |
| Q3 2024 | 12 | 140,679 | VTI, VCRB, IXUS, VGT | 13F-HR | 11/7/2024 | 000175496024000551 |
| Q2 2024 | 12 | 132,475 | VTI, VCRB, IXUS, VGT | 13F-HR | 7/17/2024 | 000175496024000280 |
| Q1 2024 | 19 | 244,426 | VTI, BND, IXUS, JPST | 13F-HR | 5/10/2024 | 000175496024000206 |
| Q4 2023 | 11 | 116,656 | VTI, BND, IXUS, JPST | 13F-HR | 2/14/2024 | 000175496024000099 |
| Q3 2023 | 11 | 107,460 | VTI, VGSH, IXUS, BND | 13F-HR | 11/13/2023 | 000175496023000327 |
| Q2 2023 | 11 | 107,359 | VTI, VGSH, IXUS, BND | 13F-HR | 7/24/2023 | 000175496023000202 |
| Q1 2023 | 11 | 99,264 | VTI, VGSH, BND, IXUS | 13F-HR | 5/11/2023 | 000175496023000150 |
| Q4 2022 | 10 | 92,199 | VTI, VGSH, BND, JPST | 13F-HR | 2/13/2023 | 000175496023000071 |
| Q2 2022 | 9 | 88,234 | VTI, FLOT, JPST, IXUS | 13F-HR | 7/22/2022 | 000175496022000190 |
| Q1 2022 | 11 | 95,081 | VTI, FLOT, JPST, IXUS | RESTATEMENT | 5/19/2022 | 000175496022000150 |
| Q4 2021 | 13 | 97,718 | VTI, BND, VCSH, IXUS | 13F-HR | 2/15/2022 | 000175496022000069 |