| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2018 | 755 | 457,752 | SPY, IEFA, MMM, IJH | 13F-HR | 2/11/2019 | 000095012319001174 |
| Q3 2018 | 262 | 398,853 | SPY, IEFA, AAPL, VCSH | 13F-HR | 10/9/2018 | 000095012318009722 |
| Q2 2018 | 260 | 362,594 | SPY, IEFA, AAPL, IJH | 13F-HR | 7/11/2018 | 000095012318006735 |
| Q1 2018 | 238 | 346,384 | SPY, IEFA, AGG, MMM | 13F-HR | 4/6/2018 | 000095012318003372 |
| Q4 2017 | 246 | 372,014 | SPY, IEFA, AGG, MMM | 13F-HR | 1/12/2018 | 000095012318000210 |
| Q3 2017 | 245 | 359,300 | SPY, IEFA, AGG, MMM | 13F-HR | 10/27/2017 | 000095012317009308 |
| Q2 2017 | 248 | 352,383 | SPY, IEFA, AGG, IJH | 13F-HR | 7/7/2017 | 000095012317005958 |
| Q1 2017 | 257 | 369,291 | SPY, IEFA, AGG, IJH | 13F-HR | 4/12/2017 | 000095012317003414 |
| Q4 2016 | 273 | 364,904 | SPY, AGG, IEFA, IJH | 13F-HR | 1/13/2017 | 000095012317000211 |
| Q3 2016 | 270 | 367,807 | SPY, AGG, IEFA, AAPL | 13F-HR | 10/6/2016 | 000095012316020584 |
| Q2 2016 | 250 | 359,738 | SPY, AGG, IEFA, MMM | 13F-HR | 7/20/2016 | 000095012316018457 |
| Q1 2016 | 254 | 346,595 | SPY, AGG, AAPL, MMM | 13F-HR | 4/14/2016 | 000095012316015802 |
| Q4 2015 | 237 | 334,032 | SPY, AGG, AAPL, MMM | 13F-HR | 1/27/2016 | 000095012316013083 |
| Q3 2015 | 230 | 305,217 | SPY, AAPL, MMM, AGG | 13F-HR | 10/26/2015 | 000095012315010460 |
| Q2 2015 | 248 | 334,146 | AAPL, SPY, MMM, JPM | 13F-HR | 7/10/2015 | 000095012315007346 |
| Q1 2015 | 230 | 314,022 | AAPL, MMM, TGT, CELG | 13F-HR | 4/20/2015 | 000095012315004530 |
| Q4 2014 | 211 | 311,715 | AAPL, MMM, CELG, TGT | 13F-HR | 1/16/2015 | 000095012315000294 |
| Q3 2014 | 210 | 295,310 | AAPL, MMM, CELG, CMCSA | 13F-HR | 10/9/2014 | 000095012314010133 |
| Q2 2014 | 209 | 284,567 | AAPL, SLB, STJ, CMCSA | 13F-HR | 8/12/2014 | 000095012314008441 |
| Q1 2014 | 202 | 271,409 | AAPL, MMM, GOOGL, STJ | 13F-HR | 4/8/2014 | 000095012314003642 |
| Q4 2013 | 200 | 265,037 | AAPL, MMM, GOOGL, VOD | 13F-HR | 1/13/2014 | 000095012314000190 |