| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 283 | 136,756 | ISTB, BIV, SCHX, VGK | 13F-HR | 2/3/2025 | 000198615225000013 |
| Q3 2024 | 97 | 117,863 | BIV, ISTB, VGK, TLT | 13F-HR | 10/31/2024 | 000198615224000050 |
| Q2 2024 | 97 | 111,058 | BIV, VGK, AAPL, TLT | 13F-HR | 7/18/2024 | 000198615224000026 |
| Q1 2024 | 86 | 101,421 | BIV, VGK, TLT, ICSH | 13F-HR | 5/8/2024 | 000198615224000016 |