| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 3 | 148,091 | IVV, AGG, IGLB | 13F-HR | 1/25/2024 | 000141588924001792 |
| Q3 2023 | 3 | 132,885 | IVV, AGG, IGLB | 13F-HR | 10/31/2023 | 000141588923014609 |
| Q2 2023 | 3 | 194,594 | IVV, AGG, IGLB | 13F-HR | 8/3/2023 | 000141588923011788 |
| Q1 2023 | 3 | 198,786 | AGG, IVV, IGLB | 13F-HR | 5/11/2023 | 000141588923007763 |
| Q4 2022 | 3 | 206,469 | AGG, IVV, IGLB | RESTATEMENT | 5/11/2023 | 000141588923007764 |
| Q3 2017 | 4 | 75,155 | IVV, AGG, IWR, IWM | 13F-HR | 11/15/2017 | 000110465917068768 |
| Q2 2017 | 4 | 72,366 | IVV, AGG, IWR, IWM | 13F-HR | 8/11/2017 | 000110465917051229 |
| Q1 2017 | 4 | 71,752 | IVV, AGG, IWR, IWM | 13F-HR | 5/10/2017 | 000110465917031367 |
| Q4 2016 | 4 | 94,861 | IVV, IWR, AGG, IWM | 13F-HR | 2/13/2017 | 000110465917008514 |
| Q3 2016 | 1,024 | 1,882,547 | VEU, AAPL, IVV, MSFT | 13F-HR | 11/14/2016 | 000110465916156630 |
| Q2 2016 | 1,020 | 1,857,098 | IVV, VEU, AAPL, IWR | 13F-HR | 8/11/2016 | 000110465916139001 |
| Q1 2016 | 989 | 1,892,411 | VEU, AAPL, IVV, IWR | 13F-HR | 5/9/2016 | 000110465916119113 |
| Q4 2015 | 914 | 1,714,501 | VEU, IVV, AAPL, IWR | 13F-HR | 2/10/2016 | 000110465916095318 |
| Q3 2015 | 931 | 1,591,364 | IWR, AAPL, IVV, MSFT | 13F-HR | 11/12/2015 | 000110465915078088 |
| Q2 2015 | 984 | 1,871,053 | AAPL, IWR, IVV, XOM | 13F-HR | 8/13/2015 | 000110465915059380 |
| Q1 2015 | 959 | 1,876,553 | IWR, AAPL, IVV, XOM | 13F-HR | 5/13/2015 | 000110465915037505 |
| Q4 2014 | 960 | 1,843,967 | IWR, AAPL, IVV, XOM | 13F-HR | 2/12/2015 | 000110465915009278 |
| Q3 2014 | 960 | 1,784,183 | IWR, AAPL, IVV, XOM | 13F-HR | 11/12/2014 | 000110465914079736 |
| Q2 2014 | 939 | 1,816,941 | IWR, AAPL, XOM, IVV | 13F-HR | 8/11/2014 | 000110465914059248 |
| Q1 2014 | 912 | 1,749,879 | IWR, AAPL, XOM, IVV | 13F-HR | 5/8/2014 | 000110465914036399 |
| Q4 2013 | 979 | 1,950,245 | IWR, AAPL, XOM, MSFT | 13F-HR | 2/11/2014 | 000110465914008384 |