| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2022 | 119 | 419,889 | USMV, GSLC, IJH, IVV | 13F-HR | 2/7/2023 | 000193249623000001 |
| Q3 2022 | 109 | 350,150 | GSLC, IJH, USMV, IVV | 13F-HR | 11/9/2022 | 000193249622000008 |
| Q2 2022 | 114 | 353,846 | IVV, GSLC, USMV, IJH | 13F-HR | 7/28/2022 | 000193249622000007 |
| Q1 2022 | 111 | 366,948 | GSLC, USMV, IJH, AAPL | 13F-HR | 7/28/2022 | 000193249622000006 |
| Q4 2021 | 112 | 443,532 | IVV, GSLC, USMV, IJH | 13F-HR | 7/28/2022 | 000193249622000005 |
| Q3 2021 | 110 | 398,698 | IVV, GSLC, USMV, IJH | 13F-HR | 7/28/2022 | 000193249622000004 |
| Q2 2021 | 107 | 388,311 | USMV, GSLC, IVV, IJH | 13F-HR | 7/28/2022 | 000193249622000003 |
| Q1 2021 | 103 | 358,678 | USMV, GSLC, IVV, IJH | 13F-HR | 7/28/2022 | 000193249622000002 |
| Q4 2020 | 98 | 313,048 | USMV, GSLC, SYK, AAPL | 13F-HR | 7/28/2022 | 000193249622000001 |