| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 49 | 207,950 | IVV, IJH, VOO, AAPL | 13F-HR | 4/29/2025 | 000108514625002470 |
| Q4 2024 | 49 | 206,440 | IVV, IJH, VOO, AAPL | 13F-HR | 1/21/2025 | 000108514625000389 |
| Q3 2024 | 46 | 196,373 | IVV, IJH, VOO, AAPL | 13F-HR | 11/13/2024 | 000108514624005667 |
| Q2 2024 | 42 | 137,455 | IVV, IJH, IJR, AAPL | 13F-HR | 7/25/2024 | 000108514624003225 |
| Q1 2024 | 46 | 169,468 | IVV, IJH, VOO, AAPL | 13F-HR | 5/2/2024 | 000108514624002195 |
| Q4 2023 | 43 | 156,837 | IVV, IJH, VOO, IJR | 13F-HR | 1/18/2024 | 000108514624000273 |
| Q3 2023 | 42 | 137,455 | IVV, IJH, IJR, AAPL | 13F-HR | 11/13/2023 | 000108514623004258 |
| Q2 2023 | 42 | 140,695 | IVV, IJH, IJR, AAPL | 13F-HR | 7/17/2023 | 000108514623002739 |
| Q1 2023 | 41 | 129,378 | IVV, IJH, IJR, AAPL | 13F-HR | 4/14/2023 | 000108514623001698 |
| Q4 2022 | 41 | 117,801 | IVV, IJH, IJR, IEMG | 13F-HR | 2/7/2023 | 000108514623000757 |
| Q3 2022 | 39 | 106,027 | IVV, IJH, IJR, IEMG | 13F-HR | 11/3/2022 | 000108514622003769 |
| Q2 2022 | 37 | 105,981 | IVV, IJH, IJR, IEMG | 13F-HR | 8/5/2022 | 000108514622002830 |
| Q1 2022 | 36 | 123,945 | IVV, IJH, IJR, IEMG | 13F-HR | 5/9/2022 | 000108514622001891 |
| Q4 2021 | 33 | 128,151 | IJH, IVV, FDLO, IJR | 13F-HR | 2/14/2022 | 000108514622000923 |