| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 189 | 595,051 | IVV, IEFA, SPY, IJH | 13F-HR | 10/7/2024 | 000122107324000082 |
| Q2 2024 | 153 | 520,860 | IVV, IEFA, SPY, IJH | 13F-HR | 7/25/2024 | 000122107324000057 |
| Q1 2024 | 89 | 426,541 | IVV, IEFA, SPY, IJH | 13F-HR | 5/8/2024 | 000122107324000040 |
| Q4 2023 | 99 | 404,928 | IVV, IEFA, IWD, SPY | 13F-HR | 2/13/2024 | 000122107324000022 |
| Q3 2023 | 87 | 375,532 | IVV, IEFA, SPY, IWD | 13F-HR | 11/14/2023 | 000122107323000087 |
| Q2 2023 | 110 | 379,307 | IVV, IEFA, IWD, IJH | 13F-HR | 8/14/2023 | 000122107323000069 |
| Q1 2023 | 153 | 412,109 | IVV, IEFA, IWD, IJH | 13F-HR | 5/12/2023 | 000122107323000045 |
| Q4 2022 | 102 | 310,159 | IVV, IEFA, IWD, IJH | 13F-HR | 2/23/2023 | 000122107323000027 |