| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 139 | 453,985 | IVV, IJH, VCIT, IJR | 13F-HR | 5/2/2024 | 000117266124001986 |
| Q4 2023 | 153 | 466,434 | IVV, VCIT, IJR, IJH | 13F-HR | 1/22/2024 | 000117266124000290 |
| Q3 2023 | 153 | 419,125 | IVV, VCIT, IJH, IJR | 13F-HR | 11/6/2023 | 000117266123003628 |
| Q2 2023 | 153 | 422,248 | IVV, VCIT, IJH, IJR | 13F-HR | 7/31/2023 | 000117266123002687 |
| Q1 2023 | 151 | 407,344 | IVV, VCIT, IJH, IJR | 13F-HR | 5/8/2023 | 000117266123001894 |
| Q4 2022 | 144 | 292,557 | IVV, IJH, IJR, VWO | 13F-HR | 2/8/2023 | 000117266123000523 |
| Q3 2022 | 815 | 296,114 | IVV, IJH, IJR, VWO | 13F-HR | 11/2/2022 | 000160658722002098 |
| Q2 2022 | 819 | 299,238 | IVV, IJH, IJR, VWO | 13F-HR | 8/2/2022 | 000160658722001564 |
| Q1 2022 | 807 | 360,241 | IVV, IJH, IJR, VWO | 13F-HR | 5/2/2022 | 000160658722000833 |
| Q4 2021 | 806 | 355,188 | IVV, VWO, QQQ, VNQ | 13F-HR | 1/19/2022 | 000160658722000037 |
| Q3 2021 | 878 | 331,994 | IVV, VWO, QQQ, VNQ | 13F-HR | 11/9/2021 | 000160658721001548 |
| Q2 2021 | 845 | 336,306 | IVV, VWO, SGOL, QQQ | 13F-HR | 8/9/2021 | 000160658721001067 |
| Q1 2021 | 847 | 319,401 | IVV, VWO, SGOL, QQQ | 13F-HR | 4/26/2021 | 000160658721000405 |
| Q4 2020 | 791 | 307,214 | IVV, VWO, SGOL, QQQ | 13F-HR | 2/5/2021 | 000160658721000208 |
| Q3 2020 | 785 | 270,261 | IVV, VWO, SGOL, QQQ | 13F-HR | 10/23/2020 | 000160658720001115 |
| Q2 2020 | 776 | 274,110 | IVV, VWO, SGOL, SHV | 13F-HR | 8/11/2020 | 000160658720000928 |
| Q1 2020 | 748 | 254,309 | IVV, IJH, VWO, IJR | 13F-HR | 4/27/2020 | 000160658720000466 |
| Q4 2019 | 716 | 301,163 | IVV, IJH, VWO, IJR | 13F-HR | 1/21/2020 | 000160658720000075 |
| Q3 2019 | 738 | 282,298 | IJH, IVV, SHV, BIL | 13F-HR | 10/31/2019 | 000160658719000948 |
| Q2 2019 | 726 | 276,554 | IJH, IVV, SHV, BIL | 13F-HR | 7/30/2019 | 000160658719000710 |
| Q1 2019 | 704 | 277,055 | SHV, IJH, BIL, IVV | 13F-HR | 4/23/2019 | 000160658719000394 |
| Q4 2018 | 695 | 240,690 | IVV, IJH, IJR, VWO | 13F-HR | 1/29/2019 | 000160658719000091 |
| Q3 2018 | 702 | 257,859 | IJR, IJH, IVV, VWO | 13F-HR | 10/16/2018 | 000160658718000740 |
| Q2 2018 | 693 | 251,246 | IJR, IJH, IVV, VWO | 13F-HR | 8/1/2018 | 000160658718000579 |
| Q1 2018 | 691 | 240,852 | IJH, IJR, VWO, IVV | 13F-HR | 4/27/2018 | 000160658718000356 |
| Q4 2017 | 673 | 229,109 | IJR, IJH, IVV, VWO | 13F-HR | 1/30/2018 | 000160658718000068 |
| Q3 2017 | 686 | 213,631 | IJR, IJH, IVV, VWO | 13F-HR | 10/27/2017 | 000160658717000585 |
| Q2 2017 | 645 | 193,781 | IJH, IVV, IJR, VWO | 13F-HR | 8/8/2017 | 000160658717000466 |
| Q1 2017 | 593 | 186,708 | IVV, IJH, IJR, VWO | 13F-HR | 4/26/2017 | 000160658717000245 |
| Q4 2016 | 588 | 176,734 | IVV, IJH, IJR, RWO | 13F-HR | 2/8/2017 | 000160658717000113 |
| Q3 2016 | 601 | 176,561 | IJH, IJR, IVV, RWO | 13F-HR | 11/3/2016 | 000160658716000824 |
| Q2 2016 | 620 | 183,342 | IJH, RWO, IJR, IVV | 13F-HR | 8/1/2016 | 000160658716000688 |
| Q1 2016 | 624 | 180,763 | IJH, IJR, RWO, IEF | 13F-HR | 5/5/2016 | 000160658716000582 |
| Q4 2015 | 588 | 224,724 | RWO, IVV, IJH, IJR | 13F-HR | 2/1/2016 | 000160658716000369 |
| Q3 2015 | 611 | 213,256 | IEF, RWO, IVV, IJH | 13F-HR | 11/12/2015 | 000160658715000316 |
| Q2 2015 | 608 | 219,127 | IEF, IJR, IVV, IJH | 13F-HR | 8/13/2015 | 000160658715000239 |
| Q1 2015 | 612 | 225,689 | IEF, IJH, IJR, RWO | 13F-HR | 5/5/2015 | 000160658715000146 |
| Q4 2014 | 566 | 216,816 | IEF, IJR, RWO, IJH | 13F-HR | 2/3/2015 | 000160658715000031 |
| Q3 2014 | 594 | 161,949 | TLT, VWO, IVV, RWO | 13F-HR | 11/14/2014 | 000160658714000272 |
| Q2 2014 | 603 | 87,666 | BOND, XOM, WFC, GE | 13F-HR | 8/14/2014 | 000160658714000184 |
| Q1 2014 | 578 | 120,257 | SHY, IGSB, XOM, WFC | 13F-HR | 5/15/2014 | 000160658714000104 |
| Q4 2013 | 586 | 117,922 | SHY, IGSB, XOM, WFC | 13F-HR | 2/12/2014 | 000139834414000862 |