| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 240 | 255,106 | IVV, IEFA, BND, IAU | 13F-HR | 10/22/2024 | 000114036124043936 |
| Q2 2024 | 240 | 245,110 | IVV, BND, IEFA, IAU | 13F-HR | 8/14/2024 | 000114036124037269 |
| Q1 2024 | 240 | 244,547 | IVV, BND, IEFA, IAU | 13F-HR | 5/8/2024 | 000114036124024926 |
| Q4 2023 | 247 | 228,775 | IVV, EFA, BND, IAU | 13F-HR | 2/6/2024 | 000114036124005789 |
| Q3 2023 | 269 | 202,528 | IVV, EFA, BND, IJH | 13F-HR | 11/14/2023 | 000114036123053215 |