| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 95 | 177,885 | BND, ITOT, VEA, BNDX | 13F-HR | 4/8/2025 | 000166773125000380 |
| Q4 2024 | 77 | 169,120 | ITOT, BND, VEA, BNDX | 13F-HR | 2/14/2025 | 000166773125000272 |
| Q3 2024 | 82 | 171,223 | ITOT, BND, VEA, BNDX | 13F-HR | 10/25/2024 | 000192228124000004 |
| Q2 2024 | 86 | 189,778 | ITOT, BND, VEA, IVV | 13F-HR | 7/26/2024 | 000192228124000003 |
| Q1 2024 | 83 | 184,335 | ITOT, BND, VEA, IVV | 13F-HR | 4/15/2024 | 000192228124000002 |
| Q4 2023 | 76 | 151,108 | ITOT, BND, VEA, IVV | 13F-HR | 1/5/2024 | 000192228124000001 |
| Q3 2023 | 75 | 130,376 | ITOT, BND, VEA, IVV | 13F-HR | 10/4/2023 | 000192228123000005 |
| Q2 2023 | 79 | 146,003 | ITOT, BND, VEA, IVV | 13F-HR | 7/13/2023 | 000192228123000004 |
| Q1 2023 | 63 | 113,249 | ITOT, BND, VEA, IVV | 13F-HR | 5/11/2023 | 000192228123000003 |
| Q4 2022 | 82 | 115,856 | BND, ITOT, VEA, IVV | 13F-HR | 1/17/2023 | 000192228123000001 |
| Q3 2022 | 51 | 88,068 | BND, ITOT, VEA, IVV | 13F-HR | 10/14/2022 | 000192228122000004 |
| Q2 2022 | 56 | 98,461 | BND, VEA, ITOT, IVV | 13F-HR | 7/11/2022 | 000192228122000003 |
| Q1 2022 | 54 | 105,339 | BND, ITOT, VEA, IVV | 13F-HR | 4/18/2022 | 000192228122000002 |
| Q4 2021 | 48 | 101,974 | VEA, ITOT, IVV, BND | 13F-HR | 4/12/2022 | 000192228122000001 |