| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 39 | 441,534 | VTI, VXUS, MUNI, WINN | 13F-HR | 10/8/2024 | 000117266124004160 |
| Q2 2024 | 39 | 426,350 | VTI, VXUS, MUNI, WINN | 13F-HR | 7/23/2024 | 000117266124002856 |
| Q1 2024 | 47 | 406,665 | VTI, VXUS, MUNI, VCSH | 13F-HR | 4/22/2024 | 000117266124001917 |
| Q4 2023 | 45 | 390,192 | VTI, MUNI, VXUS, VCSH | 13F-HR | 1/17/2024 | 000117266124000252 |