| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 857 | 348,063 | ACIO, IVV, IEFA, DRSK | 13F-HR | 10/8/2024 | 000116204424001070 |
| Q2 2024 | 857 | 313,324 | ACIO, IVV, IEFA, DRSK | 13F-HR | 7/2/2024 | 000116204424000645 |
| Q1 2024 | 902 | 279,170 | IVV, MSFT, IEFA, IJR | 13F-HR | 4/18/2024 | 000116204424000381 |
| Q4 2023 | 853 | 251,074 | IVV, MSFT, IJR, AAPL | 13F-HR | 1/24/2024 | 000116204424000082 |
| Q3 2023 | 1,007 | 341,707 | ITOT, BND, VTV, BIL | 13F-HR | 10/17/2023 | 000116204423001028 |
| Q2 2023 | 1,005 | 354,493 | ITOT, BND, VTV, BIL | 13F-HR | 8/4/2023 | 000116204423000807 |
| Q1 2023 | 1,006 | 356,324 | ITOT, BND, BIL, VTV | 13F-HR | 5/2/2023 | 000116204423000485 |
| Q4 2022 | 1,031 | 354,921 | ITOT, BND, VTV, BIL | 13F-HR | 2/14/2023 | 000116204423000184 |