| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 37 | 101,962 | IVV, IEFA, NBOS, SPY | 13F-HR | 8/14/2025 | 000139834425015395 |
| Q1 2025 | 38 | 99,924 | IVV, IEFA, NBOS, SPY | 13F-HR | 5/15/2025 | 000139834425009453 |
| Q4 2024 | 40 | 120,561 | IVV, EFA, IEFA, SPY | 13F-HR | 2/14/2025 | 000139834425002769 |
| Q3 2024 | 34 | 138,890 | IVV, AGG, EFA, IEFA | 13F-HR | 11/14/2024 | 000139834424020783 |
| Q2 2024 | 36 | 132,730 | IVV, AGG, EFA, IEFA | 13F-HR | 11/14/2024 | 000139834424020773 |
| Q1 2024 | 37 | 141,423 | IVV, AGG, EFA, IEFA | 13F-HR | 11/14/2024 | 000139834424020752 |
| Q4 2023 | 33 | 99,503 | IVV, AGG, EFA, SPY | 13F-HR | 11/14/2024 | 000139834424020742 |