| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2025 | 515 | 460,299 | VEA, VTI, VUG, VTV | 13F-HR | 11/5/2025 | 000204858125000011 |
| Q2 2025 | 499 | 425,868 | VEA, VTI, VUG, GJAN | 13F-HR | 7/23/2025 | 000204858125000009 |
| Q1 2025 | 535 | 403,745 | VTI, VEA, GJAN, DOCT | 13F-HR | 5/14/2025 | 000204858125000008 |
| Q4 2024 | 691 | 403,101 | VTI, GJAN, VEA, DOCT | 13F-HR | 2/27/2025 | 000204858125000005 |
| Q3 2024 | 587 | 408,032 | VTI, GJAN, VEA, XMAR | 13F-HR | 2/27/2025 | 000204858125000004 |
| Q2 2024 | 543 | 371,776 | GJAN, VTI, VEA, XMAR | 13F-HR | 2/27/2025 | 000204858125000003 |
| Q1 2024 | 587 | 364,444 | GJAN, VTI, VEA, XMAR | 13F-HR | 2/27/2025 | 000204858125000002 |
| Q4 2023 | 658 | 343,135 | GJAN, XMAR, VEA, VTI | 13F-HR | 2/27/2025 | 000204858125000001 |