| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 41 | 135,360 | VTI, SCHB, IVV, LONZ | 13F-HR | 1/23/2024 | 000117266124000302 |
| Q3 2023 | 39 | 117,796 | VTI, SCHB, IVV, LONZ | 13F-HR | 11/14/2023 | 000117266123003828 |
| Q2 2023 | 42 | 123,343 | VTI, SCHB, IVV, LONZ | 13F-HR | 7/31/2023 | 000117266123002695 |
| Q1 2023 | 42 | 111,870 | VTI, SDY, SCHB, LONZ | 13F-HR | 5/12/2023 | 000117266123002024 |
| Q4 2022 | 38 | 100,179 | LONZ, SDY, SCHB, IVV | 13F-HR | 2/10/2023 | 000117266123000644 |
| Q3 2022 | 17 | 3,679 | SDY, BOND, SPY, VIG | 13F-HR | 10/25/2022 | 000160658722001994 |
| Q2 2022 | 29 | 101,351 | BOND, SCHB, VTI, VO | 13F-HR | 7/25/2022 | 000160658722001420 |
| Q1 2022 | 24 | 108,598 | VTI, VO, BND, IVV | 13F-HR | 5/16/2022 | 000160658722001174 |
| Q4 2021 | 26 | 127,281 | VTI, VO, BND, IVV | 13F-HR | 2/18/2022 | 000160658722000599 |