| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 687 | 7,574,648 | IVV, BRK-A, AAPL, TJX | 13F-HR | 2/14/2025 | 000114036125004621 |
| Q3 2024 | 654 | 7,159,949 | IVV, AAPL, IEFA, CPNG | 13F-HR | 11/14/2024 | 000114036124046718 |
| Q2 2024 | 629 | 6,661,579 | IVV, AAPL, TJX, MSFT | 13F-HR | 8/14/2024 | 000114036124037288 |
| Q1 2024 | 642 | 6,517,181 | IVV, MSFT, IEFA, TJX | 13F-HR | 5/13/2024 | 000114036124025770 |
| Q4 2023 | 622 | 5,985,238 | IVV, AAPL, TJX, MSFT | 13F-HR | 2/12/2024 | 000114036124007014 |
| Q3 2023 | 609 | 5,468,589 | IVV, AAPL, TJX, VEA | 13F-HR | 11/14/2023 | 000114036123053053 |
| Q2 2023 | 624 | 5,675,399 | IVV, AAPL, MSFT, VEA | 13F-HR | 8/1/2023 | 000114036123037217 |
| Q1 2023 | 614 | 5,392,151 | IVV, AAPL, VEA, CPNG | 13F-HR | 5/15/2023 | 000114036123024810 |
| Q4 2022 | 625 | 5,139,299 | IVV, VEA, AAPL, TJX | 13F-HR | 2/13/2023 | 000114036123006458 |
| Q3 2022 | 611 | 4,621,452 | IVV, AAPL, CPNG, VEA | 13F-HR | 11/14/2022 | 000114036122041422 |
| Q2 2022 | 627 | 4,747,794 | IVV, AAPL, VEA, MSFT | 13F-HR | 8/12/2022 | 000156761922015736 |
| Q1 2022 | 662 | 5,577,987 | IVV, AAPL, CPNG, MSFT | 13F-HR | 5/12/2022 | 000156761922010159 |
| Q4 2021 | 656 | 6,081,525 | IVV, CPNG, AAPL, MSFT | 13F-HR | 2/14/2022 | 000156761922003806 |
| Q3 2021 | 646 | 5,619,637 | IVV, CPNG, AAPL, MSFT | 13F-HR | 11/12/2021 | 000156761921020071 |
| Q2 2021 | 635 | 5,166,663 | IVV, AAPL, MSFT, VEA | 13F-HR | 8/16/2021 | 000156761921015574 |
| Q1 2021 | 600 | 4,928,278 | IVV, AAPL, MSFT, VEA | 13F-HR | 5/19/2021 | 000156761921010689 |
| Q4 2020 | 569 | 4,798,050 | IVV, AAPL, MSFT, TJX | 13F-HR | 1/26/2021 | 000156761921001499 |
| Q3 2020 | 546 | 4,244,323 | IVV, AAPL, MSFT, VEA | 13F-HR | 11/13/2020 | 000156761920019586 |
| Q2 2020 | 529 | 4,041,032 | IVV, AAPL, MSFT, VEA | 13F-HR | 8/13/2020 | 000156761920015088 |
| Q1 2020 | 496 | 3,446,081 | IVV, AAPL, VEA, MSFT | 13F-HR | 5/15/2020 | 000156761920010193 |
| Q4 2019 | 514 | 4,287,945 | IVV, EFV, AAPL, VEA | 13F-HR | 2/4/2020 | 000156761920001964 |
| Q3 2019 | 510 | 3,984,319 | IVV, EFV, VEA, AAPL | 13F-HR | 11/12/2019 | 000156761919020975 |
| Q2 2019 | 490 | 3,811,696 | IVV, EFV, VEA, TJX | 13F-HR | 8/14/2019 | 000156761919016644 |
| Q1 2019 | 477 | 3,720,427 | IVV, EFV, TJX, VEA | 13F-HR | 5/7/2019 | 000156761919009945 |
| Q4 2018 | 442 | 3,264,468 | IVV, EFV, TJX, VTIP | 13F-HR | 1/29/2019 | 000156761919001859 |
| Q3 2018 | 464 | 3,562,983 | IVV, TJX, AAPL, EFV | 13F-HR | 11/13/2018 | 000156761918005630 |
| Q2 2018 | 454 | 3,303,237 | IVV, TJX, AAPL, MSFT | 13F-HR | 8/3/2018 | 000114036118035346 |
| Q1 2018 | 446 | 3,236,513 | IVV, TJX, AAPL, MSFT | 13F-HR | 5/8/2018 | 000114036118022040 |
| Q4 2017 | 434 | 3,363,885 | IVV, AAPL, TJX, GVI | 13F-HR | 1/29/2018 | 000114036118003602 |
| Q3 2017 | 425 | 3,249,814 | IVV, GVI, AAPL, TJX | 13F-HR | 11/2/2017 | 000114036117040715 |
| Q2 2017 | 535 | 3,261,993 | IVV, GVI, IGSB, AAPL | 13F-HR | 8/9/2017 | 000114036117030830 |
| Q1 2017 | 428 | 3,272,286 | IVV, IGSB, GVI, TJX | 13F-HR | 5/15/2017 | 000114036117020796 |
| Q4 2016 | 439 | 3,086,212 | IVV, IGSB, XOM, GVI | 13F-HR | 2/14/2017 | 000114036117006404 |
| Q3 2016 | 439 | 2,919,984 | IGSB, IVV, EZU, XOM | 13F-HR | 11/14/2016 | 000114036116085959 |
| Q2 2016 | 425 | 2,846,460 | IGSB, IVV, EZU, XOM | 13F-HR | 8/15/2016 | 000114036116076282 |
| Q1 2016 | 425 | 2,828,416 | IGSB, IVV, EZU, XOM | 13F-HR | 5/16/2016 | 000114036116065726 |
| Q4 2015 | 389 | 2,358,368 | IGSB, IVV, XOM, AAPL | 13F-HR | 2/3/2016 | 000114036116049988 |
| Q3 2015 | 371 | 2,217,764 | IGSB, XOM, AAPL, IVV | 13F-HR | 11/10/2015 | 000114036115040462 |
| Q2 2015 | 355 | 2,403,595 | IGSB, XOM, AAPL, IVV | 13F-HR | 8/10/2015 | 000114036115030618 |
| Q1 2015 | 351 | 2,414,907 | IGSB, XOM, AAPL, MINT | 13F-HR | 4/28/2015 | 000114036115016601 |
| Q4 2014 | 349 | 2,379,330 | IGSB, XOM, MINT, AAPL | 13F-HR | 1/26/2015 | 000114036115002692 |
| Q3 2014 | 344 | 2,267,360 | IGSB, XOM, MINT, TYG | 13F-HR | 11/3/2014 | 000114036114039845 |
| Q2 2014 | 342 | 2,337,990 | IGSB, XOM, MINT, GLD | 13F-HR | 7/25/2014 | 000114036114029357 |
| Q1 2014 | 326 | 2,259,867 | IGSB, XOM, MINT, GLD | 13F-HR | 5/13/2014 | 000114036114020430 |
| Q4 2013 | 315 | 2,261,359 | IGSB, XOM, MINT, GLD | 13F-HR | 2/19/2014 | 000114036114008526 |