| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 57 | 480,425 | BA, VTI, VHT, VYM | 13F-HR | 4/11/2024 | 000108514624001715 |
| Q4 2023 | 46 | 157,245 | BA, VTI, VHT, VYM | 13F-HR | 3/12/2024 | 000108514624001592 |
| Q3 2023 | 48 | 140,851 | BA, VTI, VHT, VYM | 13F-HR | 3/12/2024 | 000108514624001591 |
| Q2 2023 | 47 | 148,023 | BA, VTI, VHT, VYM | 13F-HR | 3/12/2024 | 000108514624001590 |
| Q1 2023 | 45 | 141,227 | BA, VTI, VHT, VYM | 13F-HR | 3/12/2024 | 000108514624001589 |
| Q4 2022 | 43 | 130,967 | BA, VHT, VTI, VYM | 13F-HR | 3/12/2024 | 000108514624001588 |
| Q3 2022 | 43 | 116,475 | VHT, VTI, BA, VYM | 13F-HR | 3/12/2024 | 000108514624001587 |
| Q2 2022 | 44 | 129,233 | VTI, VHT, BA, VYM | 13F-HR | 3/12/2024 | 000108514624001586 |
| Q1 2022 | 48 | 152,540 | BA, VTI, VHT, VYM | 13F-HR | 3/12/2024 | 000108514624001585 |
| Q4 2021 | 49 | 161,759 | BA, VTI, VHT, VEA | 13F-HR | 3/12/2024 | 000108514624001584 |
| Q3 2021 | 48 | 163,597 | BA, VTI, VHT, VEA | 13F-HR | 3/12/2024 | 000108514624001583 |
| Q2 2021 | 48 | 168,981 | BA, VTI, VHT, VEA | 13F-HR | 3/12/2024 | 000108514624001582 |
| Q1 2021 | 45 | 162,409 | BA, VTI, VHT, VEA | 13F-HR | 3/12/2024 | 000108514624001581 |
| Q4 2020 | 45 | 148,150 | BA, VTI, VHT, VEA | 13F-HR | 3/12/2024 | 000108514624001580 |
| Q3 2020 | 44 | 130,152 | BA, VTI, VHT, VEA | 13F-HR | 3/12/2024 | 000108514624001579 |
| Q2 2020 | 43 | 124,971 | BA, VTI, VHT, VEA | 13F-HR | 3/12/2024 | 000108514624001578 |
| Q1 2020 | 38 | 104,331 | BA, VTI, VHT, VEA | 13F-HR | 3/12/2024 | 000108514624001577 |
| Q4 2019 | 39 | 131,953 | BA, VTI, VEA, VHT | 13F-HR | 3/12/2024 | 000108514624001576 |
| Q3 2019 | 37 | 124,946 | BA, VTI, VEA, VHT | 13F-HR | 3/12/2024 | 000108514624001575 |
| Q2 2019 | 37 | 130,491 | BA, VTI, VEA, VHT | 13F-HR | 3/12/2024 | 000108514624001574 |
| Q1 2019 | 36 | 128,351 | BA, VTI, VEA, VHT | 13F-HR | 3/12/2024 | 000108514624001573 |
| Q4 2018 | 32 | 105,928 | BA, VTI, VEA, VHT | 13F-HR | 3/12/2024 | 000108514624001572 |
| Q3 2018 | 36 | 120,633 | BA, VEA, VTI, VHT | 13F-HR | 3/12/2024 | 000108514624001571 |
| Q2 2018 | 36 | 112,367 | BA, VEA, VTI, VHT | 13F-HR | 3/12/2024 | 000108514624001570 |
| Q1 2018 | 35 | 116,121 | BA, VEA, VTI, VHT | 13F-HR | 3/12/2024 | 000108514624001569 |
| Q4 2017 | 35 | 111,909 | BA, VEA, VTI, VHT | 13F-HR | 3/12/2024 | 000108514624001568 |