| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 162 | 370,971 | AAPL, BRK-B, MSFT, IVV | 13F-HR | 10/21/2024 | 000200953024000009 |
| Q2 2024 | 128 | 223,182 | IVV, IJH, IEFA, GLDM | 13F-HR | 8/7/2024 | 000200953024000005 |
| Q1 2024 | 125 | 211,289 | IVV, IJH, GLDM, IEFA | 13F-HR | 5/10/2024 | 000200953024000001 |
| Q4 2023 | 122 | 197,113 | IJH, IEFA, GLDM, RSP | 13F-HR | 5/10/2024 | 000200953024000004 |
| Q4 2021 | 116 | 193,133 | IJH, IEFA, GLDM, RSP | 13F-HR | 2/13/2024 | 000173173124000002 |