| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 58 | 657,003 | IVV, IJH, VEA, JPUS | 13F-HR | 11/12/2024 | 000176538024000418 |
| Q2 2024 | 58 | 617,622 | IVV, IJH, VEA, JPUS | 13F-HR | 7/25/2024 | 000090572924000113 |
| Q1 2024 | 49 | 608,511 | IVV, IJH, VEA, JPUS | 13F-HR | 4/17/2024 | 000090572924000073 |
| Q4 2023 | 49 | 570,949 | IVV, VEA, IJH, JPUS | 13F-HR | 1/23/2024 | 000090572924000020 |
| Q3 2023 | 46 | 515,976 | IVV, VEA, IJH, JPUS | 13F-HR | 10/17/2023 | 000090572923000145 |
| Q2 2023 | 45 | 543,557 | IVV, VEA, IJH, JPUS | 13F-HR | 7/18/2023 | 000090572923000116 |
| Q1 2023 | 47 | 513,978 | IVV, VEA, IJH, JPUS | 13F-HR | 5/4/2023 | 000090572923000081 |
| Q4 2022 | 46 | 549,298 | IVV, NEAR, IJH, VEA | 13F-HR | 1/19/2023 | 000090572923000023 |
| Q3 2022 | 41 | 480,084 | IVV, VEA, IJH, JPUS | 13F-HR | 10/12/2022 | 000090572922000209 |
| Q2 2022 | 45 | 530,924 | IVV, VEA, IJH, JPUS | 13F-HR | 7/20/2022 | 000090572922000164 |
| Q1 2022 | 46 | 626,142 | IVV, VEA, IJH, JPUS | 13F-HR | 4/28/2022 | 000090572922000110 |
| Q4 2021 | 47 | 648,476 | IVV, VEA, IJH, JPUS | 13F-HR | 1/25/2022 | 000090572922000019 |
| Q3 2021 | 45 | 606,679 | IVV, VEA, IJH, JPUS | RESTATEMENT | 11/10/2021 | 000090572921000203 |
| Q2 2021 | 44 | 612,026 | IVV, VEA, IJH, JPUS | 13F-HR | 7/15/2021 | 000090572921000160 |
| Q1 2021 | 46 | 600,480 | IVV, VEA, IJH, JPUS | 13F-HR | 4/14/2021 | 000090572921000097 |
| Q4 2020 | 43 | 563,956 | IVV, VEA, VIG, IJH | 13F-HR | 1/29/2021 | 000090572921000021 |
| Q3 2020 | 45 | 532,659 | IVV, VEA, VIG, BND | 13F-HR | 10/14/2020 | 000090572920000218 |
| Q2 2020 | 44 | 493,571 | IVV, VEA, VIG, SCHX | 13F-HR | 7/24/2020 | 000090572920000180 |
| Q1 2020 | 42 | 430,589 | IVV, VEA, VIG, BND | 13F-HR | 5/4/2020 | 000090572920000096 |
| Q4 2019 | 51 | 573,494 | IVV, VEA, FTSM, VIG | 13F-HR | 1/27/2020 | 000090572920000028 |
| Q3 2019 | 50 | 546,603 | IVV, FTSM, VEA, VIG | 13F-HR | 10/16/2019 | 000090572919000200 |
| Q2 2019 | 51 | 547,414 | IVV, FTSM, VEA, VIG | 13F-HR | 7/24/2019 | 000090572919000148 |
| Q1 2019 | 45 | 546,703 | IVV, FTSM, VEA, VIG | 13F-HR | 5/6/2019 | 000090572919000113 |
| Q4 2018 | 48 | 478,791 | IVV, VEA, VIG, BND | 13F-HR | 2/7/2019 | 000090572919000022 |
| Q3 2018 | 50 | 585,233 | IVV, VEA, VIG, SCHB | 13F-HR | 10/29/2018 | 000090572918000167 |
| Q2 2018 | 50 | 562,448 | IVV, VEA, VIG, SCHB | 13F-HR | 7/26/2018 | 000090572918000131 |
| Q1 2018 | 37 | 550,145 | IVV, VEA, VIG, SCHB | 13F-HR | 5/1/2018 | 000090572918000097 |
| Q4 2017 | 54 | 560,098 | IVV, VEA, VIG, SCHB | 13F-HR | 2/2/2018 | 000090572918000024 |
| Q3 2017 | 53 | 537,771 | IVV, VEA, SCHB, VIG | 13F-HR | 10/19/2017 | 000090572917000280 |
| Q2 2017 | 52 | 523,644 | IVV, VEA, SCHB, VIG | 13F-HR | 7/31/2017 | 000090572917000238 |
| Q1 2017 | 55 | 515,797 | IVV, VEA, SCHB, VIG | 13F-HR | 5/3/2017 | 000090572917000181 |
| Q4 2016 | 52 | 484,444 | IVV, VEA, SCHB, VIG | 13F-HR | 2/1/2017 | 000090572917000047 |
| Q3 2016 | 50 | 466,885 | IVV, VEA, SCHB, VIG | 13F-HR | 10/25/2016 | 000090572916000728 |
| Q2 2016 | 52 | 459,464 | IVV, VEA, SCHB, VIG | 13F-HR | 8/2/2016 | 000090572916000630 |
| Q1 2016 | 51 | 452,541 | IVV, VEA, SCHB, VIG | 13F-HR | 5/4/2016 | 000090572916000538 |
| Q4 2015 | 55 | 430,055 | SCHB, IVV, VIG, VXUS | 13F-HR | 1/26/2016 | 000090572916000382 |
| Q3 2015 | 46 | 407,239 | SCHB, IVV, VXUS, VIG | 13F-HR | 10/23/2015 | 000090572915000302 |
| Q2 2015 | 45 | 474,306 | SCHB, IVV, VXUS, VIG | 13F-HR | 7/30/2015 | 000090572915000245 |
| Q1 2015 | 44 | 440,808 | SCHB, IVV, VXUS, VIG | 13F-HR | 4/30/2015 | 000090572915000162 |
| Q4 2014 | 47 | 465,858 | SCHB, VXUS, IVV, VIG | 13F-HR | 1/30/2015 | 000090572915000021 |
| Q3 2014 | 47 | 406,684 | SCHB, VXUS, IVV, VIG | 13F-HR | 11/13/2014 | 000090572914000307 |
| Q2 2014 | 47 | 404,533 | SCHB, VXUS, IVV, VIG | 13F-HR | 8/11/2014 | 000090572914000263 |
| Q1 2014 | 48 | 341,505 | SCHB, VXUS, VIG, VUG | 13F-HR | 4/30/2014 | 000090572914000158 |
| Q4 2013 | 39 | 328,048 | SCHB, VXUS, VIG, VUG | 13F-HR | 1/16/2014 | 000090572914000031 |