| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 16 | 290,853 | SPY, IEFA, VOO, SCHD | 13F-HR | 10/29/2024 | 000199567424000009 |
| Q2 2024 | 17 | 319,708 | SPY, IEFA, VOO, SCHD | 13F-HR | 7/17/2024 | 000199567424000005 |
| Q1 2024 | 14 | 168,702 | IEFA, SPY, VOO, SCHD | 13F-HR | 4/23/2024 | 000199567424000004 |
| Q4 2023 | 22 | 194,869 | IEFA, SPY, VOO, SCHD | RESTATEMENT | 2/23/2024 | 000199567424000003 |
| Q3 2023 | 12 | 174,662 | IEFA, SPY, VOO, SCHD | 13F-HR | 11/13/2023 | 000199567423000009 |
| Q2 2023 | 12 | 185,629 | IEFA, SPY, VOO, SCHD | 13F-HR | 11/16/2023 | 000199567423000019 |
| Q1 2023 | 12 | 182,029 | IEFA, SPY, VOO, SCHD | 13F-HR | 11/16/2023 | 000199567423000018 |
| Q4 2022 | 14 | 199,236 | IEFA, SPY, VOO, SCHD | 13F-HR | 11/16/2023 | 000199567423000017 |
| Q3 2022 | 16 | 231,828 | SPY, IEFA, SCHD, VOO | 13F-HR | 11/16/2023 | 000199567423000016 |
| Q2 2022 | 12 | 179,214 | IEFA, SPY, SCHD, VOO | 13F-HR | 11/16/2023 | 000199567423000015 |
| Q1 2022 | 14 | 206,709 | SPY, IEFA, EEM, SCHD | 13F-HR | 11/16/2023 | 000199567423000014 |
| Q4 2021 | 12 | 144,034 | SPY, EFA, SCHD, TIP | 13F-HR | 11/16/2023 | 000199567423000013 |