| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 114 | 226,118 | VTV, VUG, VEA, VIG | 13F-HR | 4/21/2025 | 000192717525000002 |
| Q4 2024 | 113 | 232,667 | VTV, VUG, VEA, VIG | 13F-HR | 1/22/2025 | 000192717525000001 |
| Q3 2024 | 114 | 225,538 | VTV, VUG, VEA, VIG | 13F-HR | 10/21/2024 | 000192717524000006 |
| Q2 2024 | 111 | 205,050 | VTV, VUG, VEA, VIG | 13F-HR | 7/23/2024 | 000192717524000004 |
| Q1 2024 | 108 | 199,577 | VTV, VUG, VEA, VIG | 13F-HR | 4/23/2024 | 000192717524000003 |
| Q4 2023 | 101 | 177,495 | VTV, VUG, VEA, VIG | RESTATEMENT | 1/30/2024 | 000192717524000002 |
| Q3 2023 | 92 | 150,676 | VTV, VUG, VEA, VIG | 13F-HR | 11/6/2023 | 000192717523000004 |
| Q2 2023 | 94 | 154,058 | VTV, VUG, VEA, VIG | 13F-HR | 8/4/2023 | 000192717523000003 |
| Q1 2023 | 92 | 144,310 | VTV, VUG, VEA, VIG | 13F-HR | 4/24/2023 | 000192717523000002 |
| Q4 2022 | 90 | 131,230 | VTV, VUG, VEA, VIG | 13F-HR | 2/9/2023 | 000192717523000001 |
| Q3 2022 | 82 | 124,336 | VTV, Schwab AMT Tax-Free Money Fund Ultra, VUG, VEA | 13F-HR | 11/8/2022 | 000192717522000005 |
| Q2 2022 | 78 | 108,714 | VTV, VUG, VEA, VIG | 13F-HR | 8/9/2022 | 000192717522000004 |
| Q1 2022 | 81 | 123,433 | VTV, VUG, VEA, VIG | 13F-HR | 5/5/2022 | 000192717522000002 |
| Q4 2021 | 84 | 119,853 | VUG, VTV, VEA, VIG | 13F-HR | 5/5/2022 | 000192717522000001 |