| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 62 | 300,641 | VTI, VEA, IWV, VOO | RESTATEMENT | 2/27/2025 | 000175496025000156 |
| Q3 2024 | 60 | 283,900 | VTI, VEA, IWV, VOO | 13F-HR | 10/29/2024 | 000175496024000537 |
| Q2 2024 | 59 | 255,909 | VTI, VEA, IWV, VOO | 13F-HR | 8/6/2024 | 000175496024000397 |
| Q1 2024 | 56 | 243,154 | VTI, IWV, VEA, VBR | 13F-HR | 4/17/2024 | 000175496024000145 |
| Q4 2023 | 49 | 212,809 | IWV, VTI, VEA, VBR | 13F-HR | 1/29/2024 | 000175496024000054 |
| Q3 2023 | 45 | 185,870 | VTI, IWV, VBR, VEA | 13F-HR | 11/6/2023 | 000175496023000313 |
| Q2 2023 | 45 | 183,434 | VTI, IWV, VEA, VBR | 13F-HR | 7/28/2023 | 000175496023000227 |
| Q1 2023 | 42 | 107,687 | VTEB, IWV, VTI, VEA | 13F-HR | 4/26/2023 | 000175496023000125 |
| Q4 2022 | 40 | 139,645 | IWV, VTI, VEA, IWN | 13F-HR | 2/13/2023 | 000175496023000074 |
| Q3 2022 | 40 | 117,379 | IWV, IWN, VTI, VXUS | 13F-HR | 10/19/2022 | 000175496022000261 |
| Q2 2022 | 42 | 101,062 | VEA, IWN, VTI, VWO | 13F-HR | 8/12/2022 | 000175496022000220 |
| Q1 2022 | 44 | 115,422 | VTEB, IWN, SCHB, IWV | 13F-HR | 5/9/2022 | 000175496022000132 |
| Q4 2021 | 39 | 106,514 | VTEB, IWV, VTI, VEA | 13F-HR | 5/6/2022 | 000175496022000130 |