| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 215 | 476,058 | VOO, VB, DBEF, VTI | 13F-HR | 4/29/2025 | 000200260325000003 |
| Q4 2024 | 205 | 475,175 | VOO, VB, VTI, DBEF | 13F-HR | 4/29/2025 | 000200260325000002 |
| Q3 2024 | 200 | 467,118 | VOO, VB, BND, VTI | NEW HOLDINGS | 4/29/2025 | 000200260325000001 |
| Q3 2024 | 162 | 260,834 | VOO, VTI, VB, IVE | 13F-HR | 12/12/2024 | 000200260324000004 |
| Q2 2024 | 141 | 231,497 | VOO, VTI, VB, IVE | NEW HOLDINGS | 12/12/2024 | 000200260324000005 |
| Q2 2024 | 78 | 279,236 | FBND, IUSV, SPYG, FIXD | 13F-HR | 8/9/2024 | 000200260324000002 |
| Q1 2024 | 111 | 191,915 | VTI, VOO, IVE, VB | 13F-HR | 7/31/2024 | 000200260324000001 |