| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 36 | 135,893 | VUG, BND, VOT, VTV | 13F-HR | 4/12/2024 | 000108514624001794 |
| Q4 2023 | 37 | 124,251 | VUG, BND, VOT, VTV | 13F-HR | 1/29/2024 | 000108514624000547 |
| Q3 2023 | 34 | 111,088 | VUG, BND, VOT, VTV | 13F-HR | 11/14/2023 | 000108514623004414 |
| Q2 2023 | 35 | 113,026 | VUG, BND, VOT, EFG | 13F-HR | 8/8/2023 | 000108514623003172 |
| Q1 2023 | 30 | 104,457 | VUG, BND, VOT, EFG | 13F-HR | 4/24/2023 | 000108514623001825 |
| Q4 2022 | 26 | 94,498 | VUG, BND, VOT, VTV | 13F-HR | 2/7/2023 | 000108514623000751 |
| Q3 2022 | 26 | 84,147 | BND, VUG, VTV, VOT | 13F-HR | 10/14/2022 | 000108514622003415 |
| Q2 2022 | 28 | 90,190 | BND, VUG, VTV, VOT | 13F-HR | 8/9/2022 | 000108514622002915 |
| Q1 2022 | 32 | 120,271 | VUG, BND, VTV, VOT | 13F-HR | 4/25/2022 | 000108514622001552 |
| Q4 2021 | 32 | 121,765 | VUG, BND, VOT, VTV | 13F-HR | 2/11/2022 | 000108514622000887 |