| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 80 | 536,939 | VCIT, VOO, EFV, PFFD | 13F-HR | 5/13/2024 | 000197102424000002 |
| Q4 2023 | 74 | 462,179 | VCIT, VOO, EFV, PFFD | 13F-HR | 2/13/2024 | 000197102424000001 |
| Q3 2023 | 70 | 399,223 | VCIT, EFV, VOO, VYM | 13F-HR | 11/14/2023 | 000197102423000018 |
| Q2 2023 | 67 | 404,311 | VCIT, EFV, VOO, VYM | 13F-HR | 10/10/2023 | 000197102423000017 |
| Q4 2022 | 62 | 352,144 | VCIT, EFV, IEFA, VYM | 13F-HR | 3/27/2023 | 000197102423000001 |
| Q3 2022 | 60 | 307,217 | EFV, PFFD, VOO, IEFA | 13F-HR | 3/27/2023 | 000197102423000002 |
| Q2 2022 | 57 | 307,386 | PFFD, EFV, VOO, IEFA | 13F-HR | 3/27/2023 | 000197102423000003 |
| Q1 2022 | 57 | 335,153 | VOO, EFV, PFFD, QQQ | 13F-HR | 3/27/2023 | 000197102423000004 |
| Q4 2021 | 57 | 332,320 | PFFD, VOO, QQQ, VWO | 13F-HR | 3/27/2023 | 000197102423000005 |
| Q3 2021 | 63 | 304,718 | PFFD, VOO, VWO, EFV | 13F-HR | 3/27/2023 | 000197102423000006 |
| Q2 2021 | 50 | 278,751 | PFFD, VOO, VWO, VPL | 13F-HR | 3/27/2023 | 000197102423000007 |
| Q1 2021 | 47 | 239,506 | VOO, PFFD, VWO, VPL | 13F-HR | 3/27/2023 | 000197102423000008 |
| Q4 2020 | 49 | 186,299 | VOO, VWO, VPL, VIG | RESTATEMENT | 3/31/2023 | 000197102423000012 |