| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 19 | 12,142 | VOO, AGG, IJH, IEFA | 13F-HR | 11/12/2024 | 000192706724000009 |
| Q2 2024 | 20 | 10,744 | VOO, AGG, MSFT, IJH | 13F-HR | 7/25/2024 | 000192706724000003 |
| Q1 2024 | 18 | 10,056 | VOO, AGG, IJH, MSFT | 13F-HR | 4/24/2024 | 000192706724000002 |
| Q4 2023 | 16 | 8,942 | VOO, AGG, IJH, IEFA | 13F-HR | 1/10/2024 | 000192706724000001 |
| Q3 2023 | 14 | 7,653 | VOO, AGG, IEFA, MSFT | 13F-HR | 11/14/2023 | 000192706723000005 |
| Q2 2023 | 16 | 8,751 | VOO, AGG, MSFT, IEFA | 13F-HR | 8/15/2023 | 000192706723000003 |
| Q1 2023 | 18 | 8,908 | VOO, AGG, IEFA, MSFT | 13F-HR | 5/3/2023 | 000192706723000002 |
| Q4 2022 | 20 | 11,127 | VOO, AGG, IEFA, USMV | 13F-HR | 2/2/2023 | 000192706723000001 |
| Q3 2022 | 21 | 11,411 | VOO, AGG, IEFA, VTV | 13F-HR | 10/31/2022 | 000192706722000007 |
| Q2 2022 | 23 | 12,140 | VOO, AGG, IEFA, VTV | 13F-HR | 7/14/2022 | 000192706722000006 |
| Q1 2022 | 27 | 15,178 | VOO, AGG, IEFA, MSFT | 13F-HR | 5/16/2022 | 000192706722000005 |