| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 64 | 2,672,333 | VOO, VT, VTIP, VEA | 13F-HR | 11/14/2024 | 000106299324019121 |
| Q2 2024 | 50 | 2,180,716 | VOO, VT, VTIP, VEA | 13F-HR | 8/14/2024 | 000106299324015066 |
| Q1 2024 | 51 | 1,868,824 | VOO, VT, VEA, IVV | 13F-HR | 5/14/2024 | 000106299324010145 |
| Q4 2023 | 57 | 1,683,682 | VOO, VT, VEA, IVV | 13F-HR | 2/14/2024 | 000106299324003097 |
| Q3 2023 | 48 | 1,505,252 | VOO, VT, VEA, VTI | 13F-HR | 11/14/2023 | 000106299323020777 |
| Q2 2023 | 41 | 1,337,920 | VOO, VT, VEA, VTI | 13F-HR | 8/14/2023 | 000106299323016353 |
| Q1 2023 | 44 | 1,291,808 | VOO, VT, VEA, AGG | 13F-HR | 5/12/2023 | 000106299323010917 |
| Q4 2022 | 42 | 1,296,197 | VOO, VT, VEA, VTI | 13F-HR | 2/14/2023 | 000106299323003342 |
| Q3 2022 | 44 | 1,220,557 | VOO, VT, VEA, AGG | 13F-HR | 11/14/2022 | 000106299322022076 |
| Q2 2022 | 44 | 1,247,719 | VOO, VT, VEA, AGG | RESTATEMENT | 12/20/2022 | 000106299322024251 |
| Q1 2022 | 42 | 1,512,421 | VOO, VT, VEA, VTI | RESTATEMENT | 12/20/2022 | 000106299322024249 |
| Q4 2021 | 44 | 1,332,469 | VOO, VT, VTI, VUG | RESTATEMENT | 12/20/2022 | 000106299322024245 |
| Q4 2021 | 50 | 1,373,885 | VOO, VT, VTI, VUG | NEW HOLDINGS | 9/6/2022 | 000106299322019232 |
| Q3 2021 | 50 | 1,148,009 | VOO, VT, VTI, VUG | RESTATEMENT | 12/20/2022 | 000106299322024243 |
| Q2 2021 | 44 | 1,193,765 | VOO, VT, VWO, VTI | 13F-HR | 8/13/2021 | 000106299321007463 |
| Q1 2021 | 49 | 1,280,757 | VT, VOO, TLH, VEA | 13F-HR | 5/7/2021 | 000106299321004236 |
| Q4 2020 | 45 | 1,234,749 | VT, VOO, VEA, TLH | 13F-HR | 2/16/2021 | 000106299321001426 |
| Q3 2020 | 58 | 1,073,973 | VT, VOO, VEA, VWO | 13F-HR | 11/13/2020 | 000106299320005630 |
| Q2 2020 | 40 | 996,079 | VT, VOO, VEA, GLD | 13F-HR | 8/12/2020 | 000106299320003856 |
| Q1 2020 | 42 | 1,084,137 | VT, VOO, VEA, IVV | 13F-HR | 5/13/2020 | 000106299320002328 |
| Q4 2019 | 41 | 874,279 | VEA, VT, VOO, GLD | 13F-HR | 2/11/2020 | 000106299320000557 |
| Q3 2019 | 37 | 890,409 | VEA, VT, GLD, VOO | 13F-HR | 11/12/2019 | 000106299319004322 |
| Q2 2019 | 34 | 868,108 | VEA, VT, GLD, VOO | 13F-HR | 8/9/2019 | 000106299319003248 |
| Q1 2019 | 32 | 898,913 | VEA, VT, VOO, IVV | 13F-HR | 5/13/2019 | 000106299319002167 |
| Q4 2018 | 33 | 816,679 | VEA, VT, VOO, GLD | 13F-HR | 2/14/2019 | 000106299319000909 |
| Q3 2018 | 28 | 804,608 | VEA, VT, VOO, GLD | 13F-HR | 11/13/2018 | 000106299318004549 |
| Q2 2018 | 27 | 890,332 | VEA, VT, VOO, AGG | 13F-HR | 8/13/2018 | 000106299318003306 |
| Q1 2018 | 27 | 569,430 | VEA, GLD, VOO, VT | 13F-HR | 5/14/2018 | 000106299318002142 |
| Q4 2017 | 32 | 929,019 | IEI, VCSH, VEA, GLD | 13F-HR | 2/8/2018 | 000106299318000500 |
| Q3 2017 | 35 | 830,413 | IEI, VCSH, GLD, VEA | 13F-HR | 11/13/2017 | 000106299317004818 |
| Q2 2017 | 33 | 633,067 | IEI, VCSH, VOO, GLD | 13F-HR | 8/9/2017 | 000106299317003604 |
| Q1 2017 | 32 | 597,275 | IEI, VCSH, GLD, VOO | 13F-HR | 5/12/2017 | 000106299317002416 |
| Q4 2016 | 30 | 475,904 | VCIT, IEI, VOO, VMBS | 13F-HR | 2/13/2017 | 000106299317000789 |
| Q3 2016 | 28 | 473,986 | VCIT, IEI, VOO, VMBS | 13F-HR | 11/14/2016 | 000106299316012295 |
| Q2 2016 | 28 | 428,659 | VCIT, VOO, VWO, IEI | 13F-HR | 8/15/2016 | 000106299316011115 |
| Q1 2016 | 22 | 210,396 | VWO, VT, VOO, DBEF | 13F-HR | 5/6/2016 | 000106299316009474 |
| Q4 2015 | 19 | 191,820 | LQD, VWO, VT, DBEF | 13F-HR | 2/12/2016 | 000106299316007731 |
| Q3 2015 | 17 | 171,208 | LQD, VWO, VT, GLD | 13F-HR | 11/12/2015 | 000106299315005926 |
| Q2 2015 | 17 | 209,671 | AGG, VWO, LQD, GNR | 13F-HR | 8/4/2015 | 000106299315004159 |
| Q1 2015 | 17 | 215,845 | AGG, VWO, LQD, GNR | 13F-HR | 5/8/2015 | 000106299315002498 |
| Q4 2014 | 15 | 197,714 | AGG, VWO, LQD, GNR | 13F-HR | 2/11/2015 | 000106299315000643 |
| Q3 2014 | 13 | 170,464 | AGG, VWO, LQD, VEA | 13F-HR | 11/13/2014 | 000106299314006564 |
| Q2 2014 | 14 | 202,203 | AGG, VWO, LQD, VEA | 13F-HR | 8/12/2014 | 000106299314004727 |
| Q1 2014 | 14 | 169,246 | VWO, LQD, VEA, AGG | 13F-HR | 5/13/2014 | 000106299314002774 |
| Q4 2013 | 15 | 195,390 | VWO, EFA, VEA, SPY | 13F-HR | 2/13/2014 | 000106299314000794 |