| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 88 | 277,113 | VTV, VUG, BIV, IVV | 13F-HR | 11/14/2024 | 000110465924118521 |
| Q2 2024 | 89 | 248,100 | VTV, VUG, VEA, BIV | 13F-HR | 8/13/2024 | 000110465924088795 |
| Q1 2024 | 90 | 241,796 | VTV, VEA, VUG, BIV | 13F-HR | 5/13/2024 | 000110465924060473 |
| Q4 2023 | 89 | 225,994 | VEA, SCHX, BND, SUB | 13F-HR | 2/14/2024 | 000110465924024075 |
| Q3 2023 | 83 | 210,119 | VEA, SCHX, BND, MUB | 13F-HR | 11/14/2023 | 000110465923118230 |
| Q2 2023 | 93 | 193,383 | SCHX, VEA, BND, SUB | 13F-HR | 8/8/2023 | 000110465923088688 |