| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2026 | 25 | 18,614 | VOO, BND, AGG, VGK | 13F-HR | 5/15/2026 | 000195175726000885 |
| Q4 2025 | 67 | 161,505 | VOO, BND, AGG, VGK | 13F-HR | 2/10/2026 | 000195175726000402 |
| Q3 2025 | 67 | 166,769 | VOO, BND, AGG, VGK | 13F-HR | 11/14/2025 | 000195175725001428 |
| Q2 2025 | 61 | 156,190 | VOO, BND, AGG, VGK | 13F-HR | 7/22/2025 | 000195175725000904 |
| Q1 2025 | 55 | 141,790 | VOO, BND, AGG, VGK | 13F-HR | 4/21/2025 | 000195175725000388 |
| Q4 2024 | 58 | 140,561 | VOO, BND, AGG, VGIT | 13F-HR | 2/10/2025 | 000195175725000217 |
| Q3 2024 | 60 | 140,494 | VOO, VGIT, AGG, BND | 13F-HR | 11/8/2024 | 000195175724001194 |
| Q2 2024 | 82 | 159,195 | VOO, VGIT, AGG, BND | 13F-HR | 8/2/2024 | 000195175724000644 |
| Q1 2024 | 80 | 159,363 | VOO, VGIT, AGG, BND | 13F-HR | 4/18/2024 | 000195175724000324 |
| Q4 2023 | 74 | 145,472 | VOO, AGG, BND, VGIT | 13F-HR | 2/5/2024 | 000195175724000197 |
| Q3 2023 | 68 | 133,936 | VOO, BND, VPL, VGK | 13F-HR | 11/1/2023 | 000195175723000669 |
| Q2 2023 | 68 | 132,842 | VOO, BND, SPY, VGK | 13F-HR | 7/13/2023 | 000195175723000337 |
| Q1 2023 | 73 | 127,579 | VOO, BND, SPY, VGK | 13F-HR | 4/17/2023 | 000195175723000170 |
| Q4 2022 | 128 | 219,124 | SPY, VOO, BND, BSV | 13F-HR | 2/2/2023 | 000195253223000001 |
| Q3 2022 | 130 | 210,240 | SPY, BSV, AGG, BND | 13F-HR | 11/14/2022 | 000195253222000001 |