| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 275 | 381,363 | BIV, IWF, VUG, VHT | 13F-HR | 4/30/2024 | 000175496024000191 |
| Q4 2023 | 296 | 437,704 | AAPL, BIV, IWF, VHT | 13F-HR | 1/29/2024 | 000175496024000059 |
| Q3 2023 | 313 | 412,299 | AAPL, BIV, VHT, IWF | 13F-HR | 11/13/2023 | 000175496023000336 |
| Q2 2023 | 316 | 420,830 | AAPL, BIV, VHT, IWF | 13F-HR | 8/14/2023 | 000175496023000251 |
| Q1 2023 | 280 | 369,707 | AAPL, VHT, BIV, IWF | 13F-HR | 5/11/2023 | 000175496023000152 |