| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 34 | 253,970 | VOO, VTI, VUSB, ONEQ | 13F-HR | 10/22/2024 | 000108514624005067 |
| Q2 2024 | 34 | 238,120 | VOO, VTI, VUSB, ONEQ | 13F-HR | 7/25/2024 | 000108514624003219 |
| Q1 2024 | 34 | 233,927 | VOO, VTI, VUSB, ONEQ | 13F-HR | 5/6/2024 | 000108514624002229 |
| Q4 2023 | 27 | 223,225 | VOO, VTI, VUSB, ONEQ | 13F-HR | 1/23/2024 | 000108514624000403 |
| Q3 2023 | 27 | 208,664 | VOO, VTI, ULST, ONEQ | 13F-HR | 11/6/2023 | 000108514623004122 |
| Q2 2023 | 27 | 214,694 | VOO, VTI, ULST, ONEQ | 13F-HR | 7/31/2023 | 000108514623002983 |
| Q1 2023 | 32 | 204,928 | VOO, VTI, ULST, VXUS | 13F-HR | 5/10/2023 | 000108514623002192 |
| Q4 2022 | 17 | 192,087 | VTI, BND, ONEQ, VO | 13F-HR | 2/14/2023 | 000108514623001181 |
| Q3 2022 | 17 | 181,885 | VTI, BND, ONEQ, VO | 13F-HR | 11/14/2022 | 000108514622003961 |