| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 132 | 265,930 | VTV, VUG, VEA, AGG | 13F-HR | 4/11/2024 | 000196536224000004 |
| Q4 2023 | 109 | 230,082 | VTV, VUG, VEA, AGG | 13F-HR | 1/17/2024 | 000196536224000002 |
| Q3 2023 | 100 | 199,410 | VUG, VTV, VEA, AGG | 13F-HR | 10/24/2023 | 000196536223000007 |
| Q2 2023 | 99 | 194,300 | VUG, VTV, AGG, VCSH | 13F-HR | 8/3/2023 | 000196536223000006 |
| Q1 2023 | 528 | 169,324 | VUG, VTV, AGG, VEA | 13F-HR | 5/9/2023 | 000196536223000003 |
| Q4 2022 | 393 | 151,486 | VTV, AGG, VUG, SPLV | 13F-HR | 2/14/2023 | 000196536223000002 |