| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 81 | 239,411 | VTI, SCHG, PM, SCHB | 13F-HR | 2/4/2025 | 000108514625000761 |
| Q3 2024 | 82 | 234,636 | VTI, SCHG, PM, SCHB | 13F-HR | 2/4/2025 | 000108514625000760 |
| Q2 2024 | 80 | 212,164 | VTI, SCHG, PM, SCHB | 13F-HR | 2/4/2025 | 000108514625000759 |
| Q1 2024 | 77 | 207,056 | VTI, SCHG, PM, SCHB | 13F-HR | 2/4/2025 | 000108514625000758 |
| Q4 2023 | 80 | 194,473 | VTI, PM, SCHG, SCHB | 13F-HR | 2/4/2025 | 000108514625000757 |
| Q3 2023 | 75 | 175,451 | VTI, PM, SCHG, SCHB | 13F-HR | 2/4/2025 | 000108514625000756 |
| Q2 2023 | 76 | 181,617 | VTI, PM, SCHG, SCHB | 13F-HR | 2/4/2025 | 000108514625000755 |
| Q1 2023 | 77 | 171,917 | VTI, PM, SCHG, SCHB | 13F-HR | 2/4/2025 | 000108514625000754 |
| Q4 2022 | 74 | 162,662 | VTI, PM, SCHG, SCHB | 13F-HR | 2/4/2025 | 000108514625000752 |
| Q3 2022 | 66 | 144,542 | VTI, PM, SCHG, SCHB | 13F-HR | 2/4/2025 | 000108514625000751 |
| Q2 2022 | 68 | 151,483 | VTI, PM, SCHG, SCHB | 13F-HR | 2/4/2025 | 000108514625000750 |
| Q1 2022 | 35 | 116,916 | VTI, SCHG, SCHB, SCHV | 13F-HR | 2/4/2025 | 000108514625000749 |
| Q4 2021 | 35 | 122,275 | VTI, SCHG, SCHB, SCHV | 13F-HR | 2/4/2025 | 000108514625000748 |