| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 93 | 156,425 | AGG, VOO, IVV, SCHE | 13F-HR | 1/21/2025 | 000121465925001062 |
| Q2 2024 | 84 | 138,759 | AGG, VOO, IVV, SCHE | 13F-HR | 1/21/2025 | 000121465925001061 |
| Q1 2024 | 81 | 125,497 | AGG, VOO, IVV, VBR | 13F-HR | 1/21/2025 | 000121465925001060 |
| Q4 2023 | 67 | 109,276 | AGG, VOO, IVV, VBR | 13F-HR | 1/21/2025 | 000121465925001059 |
| Q3 2023 | 63 | 94,085 | AGG, VOO, VBR, IVV | 13F-HR | 1/21/2025 | 000121465925001058 |
| Q2 2023 | 52 | 89,462 | AGG, VOO, VBR, VOE | 13F-HR | 1/21/2025 | 000121465925001057 |