| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 386 | 301,883 | VTI, VYM, VEA, SCHF | 13F-HR | 5/12/2025 | 000190975025000005 |
| Q4 2024 | 424 | 292,319 | VTI, VYM, VEA, SCHF | 13F-HR | 2/13/2025 | 000190975025000002 |
| Q3 2024 | 610 | 309,166 | VTI, VYM, VEA, SCHF | 13F-HR | 11/13/2024 | 000190975024000010 |
| Q2 2024 | 578 | 282,407 | VYM, VTI, VEA, IJR | 13F-HR | 8/8/2024 | 000190975024000006 |
| Q1 2024 | 651 | 296,013 | VYM, VTI, IJR, VEA | 13F-HR | 5/13/2024 | 000190975024000004 |
| Q4 2023 | 597 | 249,881 | VYM, VTI, IJR, VEA | 13F-HR | 2/12/2024 | 000190975024000002 |
| Q3 2023 | 753 | 252,529 | VYM, VTI, IJR, VOT | 13F-HR | 11/13/2023 | 000190975023000008 |
| Q2 2023 | 358 | 220,646 | VYM, VTI, IJR, VOT | 13F-HR | 8/8/2023 | 000190975023000006 |
| Q1 2023 | 344 | 201,312 | VYM, VTI, IJR, VEA | 13F-HR | 5/9/2023 | 000190975023000004 |
| Q4 2022 | 359 | 187,273 | VYM, IJR, VTI, VEA | 13F-HR | 2/13/2023 | 000190975023000002 |
| Q3 2022 | 344 | 152,281 | VYM, IJR, VTI, VOT | 13F-HR | 11/14/2022 | 000190975022000010 |
| Q2 2022 | 302 | 142,175 | VYM, IJR, VTI, VOT | 13F-HR | 8/11/2022 | 000190975022000007 |
| Q1 2022 | 320 | 144,706 | VYM, IJR, VOT, VTI | 13F-HR | 5/12/2022 | 000190975022000004 |
| Q4 2021 | 304 | 122,901 | VYM, IJR, VOT, ACWV | 13F-HR | 2/14/2022 | 000190975022000002 |