| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 113 | 250,726 | IVV, AGG, VUG, QUAL | 13F-HR | 10/15/2024 | 000108514624004879 |
| Q2 2024 | 118 | 235,072 | IVV, VUG, AGG, QUAL | 13F-HR | 7/30/2024 | 000196527124000003 |
| Q1 2024 | 123 | 225,832 | IVV, AGG, QUAL, DYNF | 13F-HR | 5/7/2024 | 000196527124000002 |
| Q4 2023 | 107 | 180,898 | IVV, IVE, IJH, DFAT | 13F-HR | 2/7/2024 | 000196527124000001 |
| Q3 2023 | 95 | 162,110 | IVV, IVE, IJH, DFAT | 13F-HR | 10/19/2023 | 000196527123000004 |
| Q2 2023 | 89 | 165,180 | IVV, IVE, IJH, VEA | 13F-HR | 7/13/2023 | 000196527123000003 |
| Q1 2023 | 80 | 147,939 | IVV, IVE, IJH, EFA | 13F-HR | 5/11/2023 | 000196527123000002 |
| Q4 2022 | 78 | 131,769 | IVV, IVE, IJH, EFA | 13F-HR | 2/10/2023 | 000196527123000001 |