| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 132 | 263,581 | VIG, VUG, IVV, VB | 13F-HR | 2/10/2025 | 000117266125000605 |
| Q3 2024 | 141 | 253,286 | VIG, VUG, IVV, VB | 13F-HR | 10/23/2024 | 000117266124004327 |
| Q2 2024 | 133 | 231,780 | VIG, VUG, IVV, VB | 13F-HR | 8/9/2024 | 000117266124003175 |
| Q1 2024 | 136 | 223,951 | VIG, IVV, VUG, VB | 13F-HR | 5/2/2024 | 000117266124001980 |
| Q4 2023 | 129 | 205,411 | VIG, IVV, VUG, VB | 13F-HR | 1/31/2024 | 000117266124000409 |
| Q3 2023 | 131 | 195,085 | VIG, IVV, VUG, VTV | 13F-HR | 10/27/2023 | 000117266123003514 |
| Q2 2023 | 132 | 198,841 | VIG, IVV, VUG, VTV | 13F-HR | 8/14/2023 | 000117266123003026 |
| Q1 2023 | 123 | 183,209 | VIG, IVV, VUG, VTV | 13F-HR | 4/11/2023 | 000117266123001660 |
| Q4 2022 | 116 | 172,526 | VIG, IVV, VTV, VUG | 13F-HR | 2/13/2023 | 000117266123000728 |
| Q3 2022 | 109 | 156,617 | VIG, IVV, VUG, TIP | 13F-HR | 1/3/2023 | 000117266123000007 |
| Q2 2022 | 111 | 165,053 | VIG, IVV, VUG, TIP | 13F-HR | 1/3/2023 | 000117266123000006 |
| Q1 2022 | 126 | 194,049 | VIG, VUG, IVV, TIP | 13F-HR | 1/3/2023 | 000117266123000005 |
| Q4 2021 | 128 | 200,801 | VIG, VUG, IVV, TIP | 13F-HR | 1/3/2023 | 000117266123000004 |
| Q3 2021 | 120 | 178,813 | VIG, VUG, IVV, TIP | 13F-HR | 1/3/2023 | 000117266123000003 |
| Q2 2021 | 119 | 173,645 | VIG, VUG, IVV, TIP | 13F-HR | 1/3/2023 | 000117266123000002 |
| Q1 2021 | 108 | 157,669 | VIG, VUG, IVV, TIP | 13F-HR | 1/3/2023 | 000117266123000001 |
| Q4 2020 | 105 | 146,507 | VIG, VUG, IVV, TIP | 13F-HR | 1/13/2023 | 000117266123000169 |
| Q3 2020 | 96 | 127,611 | VIG, VUG, IVV, VCSH | 13F-HR | 1/13/2023 | 000117266123000168 |
| Q2 2020 | 93 | 115,779 | VIG, IVV, VUG, VCSH | 13F-HR | 1/13/2023 | 000117266123000167 |
| Q1 2020 | 81 | 91,088 | VIG, IVV, VCSH, VUG | 13F-HR | 1/13/2023 | 000117266123000166 |