| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 51 | 698,566 | VTV, VUG, IEFA, BIV | 13F-HR | 2/8/2024 | 000195788624000001 |
| Q3 2023 | 59 | 1,098,287 | VTV, VUG, IEFA, BIV | 13F-HR | 11/13/2023 | 000195788623000007 |
| Q2 2023 | 67 | 833,933 | VUG, VTV, IEFA, BIV | 13F-HR | 8/14/2023 | 000195788623000006 |
| Q1 2023 | 67 | 558,781 | VUG, VTV, IEFA, BIV | 13F-HR | 5/15/2023 | 000195788623000004 |
| Q4 2022 | 50 | 154,504 | VUG, VTV, IEFA, MUB | 13F-HR | 2/14/2023 | 000195788623000002 |