| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 50 | 196,036 | IVV, VTV, VUG, VEA | 13F-HR | 11/14/2024 | 000196065724000005 |
| Q2 2024 | 54 | 238,512 | IVV, VUG, VTV, VEA | 13F-HR | 8/14/2024 | 000196065724000003 |
| Q1 2024 | 55 | 235,666 | IVV, VTV, VUG, VEA | 13F-HR | 5/15/2024 | 000196065724000002 |
| Q4 2023 | 51 | 213,431 | IVV, VUG, VTV, VEA | 13F-HR | 2/13/2024 | 000196065724000001 |
| Q3 2023 | 47 | 178,765 | IVV, VUG, SCHZ, VTV | 13F-HR | 11/7/2023 | 000196065723000004 |
| Q2 2023 | 52 | 207,735 | IVV, VUG, SCHZ, VTV | 13F-HR | 7/31/2023 | 000196065723000003 |
| Q1 2023 | 51 | 184,776 | IVV, SCHZ, VTV, VUG | 13F-HR | 5/2/2023 | 000196065723000002 |
| Q4 2022 | 50 | 171,701 | IVV, SCHZ, VTV, VEA | 13F-HR | 2/14/2023 | 000196065723000001 |