| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 157 | 596,310 | VEA, VUG, VTV, VWO | 13F-HR | 4/28/2025 | 000206336425000067 |
| Q4 2024 | 138 | 535,304 | VEA, VUG, VTV, VWO | 13F-HR | 4/2/2025 | 000206336425000004 |
| Q3 2024 | 122 | 465,596 | VEA, VUG, VTV, VWO | 13F-HR | 4/28/2025 | 000206336425000065 |
| Q2 2024 | 96 | 360,979 | VEA, VUG, VTV, VWO | 13F-HR | 4/28/2025 | 000206336425000063 |
| Q1 2024 | 86 | 325,546 | VEA, VUG, VTV, BSV | 13F-HR | 4/28/2025 | 000206336425000061 |
| Q4 2023 | 82 | 273,352 | VEA, VUG, VTV, BSV | 13F-HR | 4/28/2025 | 000206336425000059 |
| Q3 2023 | 75 | 232,445 | VEA, VUG, VTV, AAPL | 13F-HR | 4/28/2025 | 000206336425000057 |
| Q2 2023 | 78 | 213,189 | VEA, VUG, VTV, AAPL | 13F-HR | 4/28/2025 | 000206336425000055 |
| Q1 2023 | 62 | 167,087 | VEA, VUG, VTV, AAPL | 13F-HR | 4/28/2025 | 000206336425000053 |
| Q4 2022 | 59 | 139,106 | VEA, VUG, VTV, AAPL | 13F-HR | 4/28/2025 | 000206336425000051 |