| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 84 | 81,521 | IVV, VEA, BAR, IJH | 13F-HR | 5/5/2025 | 000191147025000002 |
| Q4 2024 | 81 | 80,621 | IVV, IJH, VEA, SCHX | 13F-HR | 2/10/2025 | 000191147025000001 |
| Q3 2024 | 89 | 97,140 | IVV, VEA, IJH, BAR | 13F-HR | 11/7/2024 | 000191147024000005 |
| Q2 2024 | 87 | 96,959 | IVV, VEA, IJH, BAR | 13F-HR | 8/5/2024 | 000191147024000004 |
| Q1 2024 | 113 | 175,265 | IVV, VEA, IJH, BAR | 13F-HR | 4/29/2024 | 000191147024000002 |
| Q4 2023 | 100 | 154,790 | IVV, IJH, VEA, BAR | 13F-HR | 2/7/2024 | 000191147024000001 |
| Q3 2023 | 97 | 139,802 | IVV, IJH, VEA, BAR | 13F-HR | 10/25/2023 | 000191147023000004 |
| Q2 2023 | 93 | 142,603 | IVV, IJH, VEA, BAR | 13F-HR | 7/27/2023 | 000191147023000003 |
| Q1 2023 | 92 | 131,248 | IVV, IJH, TDTT, VEA | 13F-HR | 5/15/2023 | 000191147023000002 |
| Q4 2022 | 92 | 129,899 | IVV, IJH, TDTT, VEA | 13F-HR | 2/13/2023 | 000191147023000001 |
| Q3 2022 | 83 | 114,523 | IVV, SCHO, IJH, TDTT | 13F-HR | 11/2/2022 | 000191147022000004 |
| Q2 2022 | 83 | 122,418 | IVV, SCHO, TDTT, IJH | 13F-HR | 8/2/2022 | 000191147022000003 |
| Q1 2022 | 80 | 127,174 | IVV, IJH, TDTT, VEA | 13F-HR | 5/4/2022 | 000191147022000002 |
| Q4 2021 | 83 | 132,599 | IVV, IJH, TDTT, VEA | 13F-HR | 2/16/2022 | 000191147022000001 |