| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 123 | 411,764 | SPY, SPAB, VGSH, TLH | 13F-HR | 1/8/2024 | 000108514624000088 |
| Q3 2023 | 114 | 373,918 | AGG, SPY, SCHO, VGSH | 13F-HR | 10/26/2023 | 000108514623003959 |
| Q2 2023 | 116 | 380,766 | SPY, SCHO, VGSH, AGG | 13F-HR | 7/13/2023 | 000108514623002694 |
| Q1 2023 | 114 | 364,799 | SPY, SCHO, VGSH, AGG | 13F-HR | 4/12/2023 | 000108514623001658 |
| Q4 2022 | 108 | 347,918 | SPY, VGSH, SCHO, AGG | 13F-HR | 1/30/2023 | 000108514623000436 |
| Q3 2022 | 110 | 326,375 | SPY, VGSH, SCHO, SHY | 13F-HR | 10/11/2022 | 000108514622003321 |
| Q2 2022 | 106 | 299,087 | SPY, VGSH, SCHO, AGG | 13F-HR | 7/13/2022 | 000108514622002359 |
| Q1 2022 | 107 | 335,376 | SPY, VGSH, SCHO, SHY | 13F-HR | 4/12/2022 | 000108514622001366 |
| Q4 2021 | 110 | 337,138 | SPY, VGSH, SCHO, AGG | 13F-HR | 1/19/2022 | 000108514622000209 |
| Q3 2021 | 108 | 321,155 | SPY, VGSH, SCHO, AGG | 13F-HR | 10/7/2021 | 000108514621002676 |
| Q2 2021 | 107 | 317,478 | SPY, VGSH, SCHO, AGG | 13F-HR | 8/11/2021 | 000108514621002388 |
| Q1 2021 | 107 | 296,495 | SPY, VGSH, SCHO, AGG | 13F-HR | 4/14/2021 | 000108514621001196 |
| Q4 2020 | 107 | 278,327 | VGSH, SPY, SCHO, AGG | 13F-HR | 1/19/2021 | 000108514621000170 |
| Q3 2020 | 105 | 258,706 | VGSH, SCHO, SPY, AGG | 13F-HR | 10/20/2020 | 000108514620002583 |
| Q2 2020 | 99 | 238,415 | VGSH, SPY, SCHO, AGG | 13F-HR | 7/9/2020 | 000108514620001722 |
| Q1 2020 | 94 | 212,288 | VGSH, SCHO, SPY, AGG | 13F-HR | 4/10/2020 | 000108514620001078 |
| Q4 2019 | 105 | 235,349 | VCSH, SPY, AGG, IJR | 13F-HR | 1/9/2020 | 000108514620000059 |
| Q3 2019 | 98 | 209,242 | VCSH, SPY, AGG, IJR | 13F-HR | 10/31/2019 | 000108514619002681 |
| Q2 2019 | 97 | 204,819 | VCSH, SPY, AGG, IJR | 13F-HR | 7/17/2019 | 000108514619001904 |
| Q1 2019 | 99 | 203,964 | SPY, VCSH, AGG, IJR | 13F-HR | 4/10/2019 | 000108514619001148 |
| Q4 2018 | 95 | 185,105 | VCSH, SPY, AGG, IJR | 13F-HR | 2/12/2019 | 000108514619000528 |