| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 110 | 302,417 | VTI, VYM, AAPL, SCHB | 13F-HR | 11/1/2024 | 000108514624005306 |
| Q2 2024 | 104 | 283,143 | VTI, VYM, AAPL, SCHB | 13F-HR | 7/12/2024 | 000108514624002882 |
| Q1 2024 | 106 | 272,322 | VTI, VYM, SCHB, AAPL | 13F-HR | 4/11/2024 | 000108514624001723 |
| Q4 2023 | 108 | 265,791 | VTI, VYM, AAPL, SCHB | 13F-HR | 1/10/2024 | 000108514624000158 |
| Q3 2023 | 84 | 204,906 | VTI, VYM, AAPL, SCHB | 13F-HR | 10/30/2023 | 000108514623003971 |