| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 378 | 349,351 | VOO, IEFA, BND, QQQM | 13F-HR | 7/7/2025 | 000191229725000004 |
| Q1 2025 | 473 | 329,976 | VOO, IEFA, BND, QQQM | 13F-HR | 4/2/2025 | 000191229725000003 |
| Q4 2024 | 453 | 319,632 | VOO, IEFA, QQQM, BND | 13F-HR | 1/2/2025 | 000191229725000001 |
| Q3 2024 | 373 | 304,444 | VOO, IEFA, BND, QQQM | 13F-HR | 10/1/2024 | 000191229724000005 |
| Q2 2024 | 349 | 278,664 | VOO, IEFA, BND, QQQM | 13F-HR | 7/2/2024 | 000191229724000003 |
| Q1 2024 | 361 | 265,911 | VOO, IEFA, BND, QQQM | 13F-HR | 4/1/2024 | 000191229724000002 |
| Q4 2023 | 345 | 240,144 | VOO, IEFA, QQQM, BND | 13F-HR | 1/2/2024 | 000191229724000001 |
| Q3 2023 | 352 | 214,125 | VOO, IEFA, BND, GOVT | 13F-HR | 10/20/2023 | 000191229723000004 |
| Q2 2023 | 330 | 213,000 | VOO, IEFA, VIG, IEMG | 13F-HR | 7/5/2023 | 000191229723000003 |
| Q1 2023 | 360 | 193,639 | VOO, IEFA, IEMG, BND | 13F-HR | 4/3/2023 | 000191229723000002 |
| Q4 2022 | 369 | 172,282 | VOO, IEFA, VIG, USMV | 13F-HR | 1/17/2023 | 000191229723000001 |