| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2019 | 314 | 755,986 | SPY, IEFA, GSIE, BND | 13F-HR | 2/11/2020 | 000095012320001430 |
| Q2 2018 | 482 | 1,373,333 | IVV, VGIT, AAPL, VCSH | 13F-HR | 7/16/2018 | 000095012318006802 |
| Q1 2018 | 508 | 1,427,489 | IVV, VGIT, AAPL, VCSH | 13F-HR | 4/23/2018 | 000095012318003721 |
| Q4 2017 | 512 | 1,477,639 | IVV, VGIT, AAPL, EFA | 13F-HR | 2/7/2018 | 000095012318000968 |
| Q3 2017 | 520 | 1,428,461 | IVV, VGIT, VGSH, IGIB | 13F-HR | 10/17/2017 | 000095012317009088 |
| Q2 2017 | 511 | 1,372,485 | IVV, VGIT, IGIB, VGSH | 13F-HR | 7/10/2017 | 000095012317005996 |
| Q1 2017 | 511 | 1,339,548 | IVV, VGIT, IGIB, AAPL | 13F-HR | 5/2/2017 | 000095012317003748 |
| Q4 2016 | 503 | 1,335,294 | IVV, BND, VGIT, EFA | 13F-HR | 1/17/2017 | 000095012317000247 |
| Q3 2016 | 492 | 1,254,527 | IVV, VGIT, IGIB, VGSH | 13F-HR | 10/28/2016 | 000095012316020917 |
| Q2 2016 | 501 | 1,218,876 | IVV, VGIT, IGIB, XOM | 13F-HR | 7/19/2016 | 000095012316018436 |
| Q1 2016 | 506 | 1,103,687 | IVV, AAPL, XOM, EFA | 13F-HR | 4/18/2016 | 000095012316015845 |
| Q4 2015 | 524 | 1,160,723 | IVV, BND, AAPL, EFA | 13F-HR | 1/21/2016 | 000095012316012938 |
| Q3 2015 | 513 | 1,035,125 | IVV, AAPL, EFA, MDY | 13F-HR | 10/23/2015 | 000095012315010436 |
| Q2 2015 | 533 | 1,119,560 | IVV, AAPL, EFA, MDY | 13F-HR | 7/20/2015 | 000095012315007512 |
| Q1 2015 | 543 | 1,106,648 | IVV, AAPL, EFA, XOM | 13F-HR | 4/21/2015 | 000095012315004551 |
| Q4 2014 | 545 | 1,044,955 | AAPL, XOM, IVV, MDY | 13F-HR | 1/23/2015 | 000095012315000383 |
| Q3 2014 | 525 | 1,015,491 | AAPL, XOM, MLPI, MDY | 13F-HR | 10/14/2014 | 000095012314010240 |
| Q2 2014 | 536 | 1,067,459 | AAPL, XOM, VNQ, MLPI | 13F-HR | 7/25/2014 | 000095012314007419 |
| Q1 2014 | 541 | 1,035,020 | XOM, AAPL, VNQ, SPY | 13F-HR | 5/7/2014 | 000095012314005059 |
| Q4 2013 | 552 | 1,033,799 | XOM, AAPL, CVX, VNQ | 13F-HR | 1/10/2014 | 000095012314000165 |