| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 15 | 154,226 | VTI, IAU, VOO, VXUS | 13F-HR | 4/24/2024 | 000195175724000379 |
| Q4 2023 | 31 | 148,498 | VTI, IAU, VOO, VXUS | 13F-HR | 1/11/2024 | 000195175724000014 |
| Q3 2023 | 22 | 124,233 | VTI, IAU, VOO, VXUS | 13F-HR | 10/10/2023 | 000195175723000521 |
| Q2 2023 | 23 | 130,322 | VTI, IAU, VOO, VXUS | 13F-HR | 7/19/2023 | 000195175723000394 |
| Q1 2023 | 39 | 104,498 | MRO, WBD, BR, HHC | 13F-HR | 4/10/2023 | 000195175723000124 |
| Q4 2022 | 25 | 108,211 | VTI, VOO, IAU, VXUS | 13F-HR | 2/13/2023 | 000191018023000001 |
| Q3 2022 | 24 | 112,846 | VTI, IAU, VOO, VXUS | 13F-HR | 11/10/2022 | 000191018022000007 |
| Q2 2022 | 25 | 114,964 | VTI, IAU, VOO, VXUS | 13F-HR | 8/11/2022 | 000191018022000006 |
| Q1 2022 | 96 | 1,375,668 | VTI, IAU, VOO, VXUS | RESTATEMENT | 5/4/2022 | 000191018022000005 |
| Q4 2021 | 27 | 137,759 | VTI, VOO, IAU, VXUS | 13F-HR | 2/14/2022 | 000191018022000001 |