| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 190 | 376,889 | JMST, JAVA, BOND, VTI | 13F-HR | 10/30/2024 | 000176769924000003 |
| Q2 2024 | 157 | 298,276 | JAVA, VTI, VT, BOND | 13F-HR | 7/12/2024 | 000194254824000005 |
| Q1 2024 | 166 | 281,603 | JAVA, VTI, VT, BOND | 13F-HR | 5/14/2024 | 000194254824000003 |
| Q4 2023 | 154 | 235,157 | JAVA, BOND, VTI, VONV | 13F-HR | 5/14/2024 | 000194254824000002 |
| Q3 2023 | 144 | 198,767 | VTI, JAVA, BOND, VONV | 13F-HR | 11/14/2023 | 000198604223000025 |
| Q2 2023 | 165 | 199,337 | VTI, VT, BOND, VONV | 13F-HR | 7/12/2023 | 000194254823000003 |
| Q1 2023 | 156 | 172,307 | VTI, VT, VONV, AAPL | 13F-HR | 4/24/2023 | 000194254823000002 |
| Q4 2022 | 141 | 140,604 | VTI, JPST, VONV, VT | 13F-HR | 1/19/2023 | 000194254823000001 |
| Q3 2022 | 130 | 120,361 | VTI, JPST, VONV, AAPL | 13F-HR | 10/24/2022 | 000194254822000001 |
| Q2 2022 | 113 | 101,009 | VTI, AAPL, VT, MSFT | 13F-HR | 8/12/2022 | 000194003322000003 |