| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 28 | 173,332 | VUSB, JMST, SCHB, SCHD | 13F-HR | 4/14/2025 | 000203973825000002 |
| Q4 2024 | 30 | 156,640 | SCHB, JMST, IVV, SCHD | 13F-HR | 1/16/2025 | 000203973825000001 |
| Q3 2024 | 26 | 147,831 | SCHB, SCHD, IVV, JMST | 13F-HR | 10/24/2024 | 000203973824000001 |