| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 63 | 266,538 | VTI, VGIT, VEA, DFAT | 13F-HR | 4/25/2025 | 000195175725000458 |
| Q4 2024 | 53 | 257,185 | VTI, VGIT, VEA, DFAT | 13F-HR | 1/22/2025 | 000195175725000101 |
| Q3 2024 | 57 | 250,296 | VTI, VGIT, VEA, DFAT | 13F-HR | 10/23/2024 | 000195175724001105 |
| Q2 2024 | 53 | 230,985 | VTI, VGIT, VEA, DFAT | 13F-HR | 8/13/2024 | 000195175724000741 |
| Q1 2024 | 55 | 228,205 | VTI, VGIT, VEA, DFAT | 13F-HR | 4/30/2024 | 000195175724000418 |
| Q4 2023 | 52 | 201,254 | VTI, VGIT, DFAT, VEA | 13F-HR | 1/29/2024 | 000195175724000130 |
| Q3 2023 | 50 | 180,668 | VGIT, VTI, DFAT, VEA | 13F-HR | 10/30/2023 | 000195175723000637 |
| Q2 2023 | 52 | 183,173 | VTI, VGIT, DFAT, VEA | 13F-HR | 8/10/2023 | 000195175723000508 |
| Q1 2023 | 49 | 172,484 | VTI, VGIT, DFAT, SCHR | 13F-HR | 5/2/2023 | 000195175723000228 |
| Q4 2022 | 50 | 3,655,323 | VGIT, SCHF, TSLA, ISCF | 13F-HR | 1/31/2023 | 000195175723000084 |
| Q3 2022 | 48 | 155,367 | VTI, VGIT, SCHR, DFAT | 13F-HR | 10/26/2022 | 000192538522000004 |
| Q2 2022 | 41 | 139,671 | VTI, VGIT, SCHR, VEA | 13F-HR | 7/22/2022 | 000192538522000003 |
| Q1 2022 | 34 | 174,528 | BNDW, VOO, SCHB, DFAT | 13F-HR | 4/29/2022 | 000192538522000002 |
| Q4 2021 | 28 | 154,776 | BNDW, VTV, VEA, SCHF | 13F-HR | 4/28/2022 | 000192538522000001 |