| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 31 | 134,995 | VEA, VBR, SLYG, VTI | 13F-HR | 5/8/2025 | 000108514625002768 |
| Q4 2024 | 31 | 206,381 | AAPL, SLYG, VBR, VEA | 13F-HR | 2/10/2025 | 000108514625000965 |
| Q3 2024 | 30 | 138,790 | IVV, VEA, SLYG, VBR | 13F-HR | 10/29/2024 | 000108514624005213 |
| Q2 2024 | 30 | 127,329 | IVV, VEA, SLYG, VBR | 13F-HR | 7/25/2024 | 000108514624003221 |
| Q1 2024 | 29 | 116,231 | IVV, VEA, SLYG, IJS | 13F-HR | 4/29/2024 | 000108514624002104 |
| Q4 2023 | 29 | 107,410 | IVV, VEA, SLYG, IJS | 13F-HR | 2/13/2024 | 000108514624001241 |
| Q3 2023 | 28 | 93,311 | IVV, VEA, SLYG, IJS | 13F-HR | 11/7/2023 | 000108514623004180 |
| Q2 2023 | 28 | 103,613 | IVV, VEA, IJS, SLYG | 13F-HR | 8/8/2023 | 000108514623003159 |
| Q1 2023 | 30 | 101,667 | IVV, VEA, IJS, SLYG | 13F-HR | 5/4/2023 | 000108514623002068 |
| Q4 2022 | 27 | 68,735 | IVV, AGG, IJS, VIG | 13F-HR | 2/13/2023 | 000108514623001156 |
| Q3 2022 | 27 | 68,738 | IVV, AGG, IJS, VIG | 13F-HR | 10/20/2022 | 000108514622003517 |
| Q2 2022 | 28 | 69,769 | IVV, VEA, VIG, AGG | 13F-HR | 8/15/2022 | 000108514622003122 |
| Q1 2022 | 30 | 80,295 | IVV, BND, VXUS, VIG | 13F-HR | 5/13/2022 | 000108514622002060 |
| Q4 2021 | 37 | 101,466 | IVV, BND, VIG, VCSH | 13F-HR | 2/17/2022 | 000108514622001192 |