| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 1,236 | 6,823,824 | VTI, AAPL, MSFT, QQQ | 13F-HR | 5/1/2025 | 000075765725000012 |
| Q4 2024 | 1,269 | 7,132,427 | VTI, AAPL, MSFT, QQQ | 13F-HR | 1/28/2025 | 000075765725000004 |
| Q3 2024 | 1,291 | 7,049,157 | VTI, AAPL, MSFT, QQQ | 13F-HR | 10/28/2024 | 000131444024000016 |
| Q2 2024 | 1,272 | 6,555,428 | VTI, AAPL, MSFT, QQQ | 13F-HR | 8/6/2024 | 000075765724000011 |
| Q1 2024 | 1,310 | 6,448,130 | VTI, AAPL, MSFT, IWD | 13F-HR | 5/15/2024 | 000075765724000007 |
| Q4 2023 | 1,248 | 5,797,199 | VTI, AAPL, MSFT, IWD | 13F-HR | 2/13/2024 | 000075765724000003 |
| Q3 2023 | 1,214 | 5,216,549 | VTI, AAPL, SHY, IWD | 13F-HR | 11/14/2023 | 000075765723000020 |
| Q2 2023 | 1,227 | 5,558,414 | VTI, AAPL, IWD, MSFT | 13F-HR | 8/14/2023 | 000075765723000016 |
| Q1 2023 | 1,191 | 5,212,395 | VTI, AAPL, SHY, IWD | 13F-HR | 5/15/2023 | 000075765723000012 |
| Q4 2022 | 1,169 | 4,880,680 | VTI, IWD, AAPL, SHY | RESTATEMENT | 2/14/2023 | 000075765723000007 |
| Q3 2022 | 1,202 | 4,683,131 | VTI, AAPL, IWD, SHY | 13F-HR | 11/2/2022 | 000075765722000021 |
| Q2 2022 | 1,227 | 4,956,076 | VTI, IWD, AAPL, SHY | 13F-HR | 8/3/2022 | 000131444022000014 |
| Q1 2022 | 1,319 | 6,133,677 | VTI, SHY, AAPL, IWD | 13F-HR | 5/4/2022 | 000075765722000014 |
| Q4 2021 | 1,345 | 6,609,629 | VTI, AAPL, SHY, IWD | 13F-HR | 3/7/2022 | 000075765722000005 |
| Q3 2021 | 1,353 | 6,464,560 | VTI, SHY, IGSB, AAPL | 13F-HR | 10/27/2021 | 000131444021000015 |
| Q2 2021 | 1,341 | 6,677,928 | VTI, IGSB, SHY, AAPL | 13F-HR | 8/12/2021 | 000131444021000011 |
| Q1 2021 | 1,305 | 6,089,862 | VTI, SHY, IGSB, AAPL | 13F-HR | 5/14/2021 | 000131444021000003 |
| Q4 2020 | 1,219 | 5,573,861 | VTI, SHY, AAPL, IWD | 13F-HR | 2/10/2021 | 000075765721000005 |
| Q3 2020 | 1,182 | 5,079,950 | VTI, SHY, IGSB, IWF | 13F-HR | 11/13/2020 | 000075765720000032 |
| Q2 2020 | 1,146 | 4,651,658 | VTI, IGSB, IWF, IWS | 13F-HR | 8/24/2020 | 000075765720000026 |
| Q1 2020 | 1,104 | 3,755,017 | VTI, BIV, IWS, IWD | 13F-HR | 5/14/2020 | 000075765720000012 |
| Q4 2019 | 1,144 | 4,772,969 | VTI, IWS, IWD, IGSB | 13F-HR | 2/14/2020 | 000075765720000004 |
| Q3 2019 | 1,145 | 4,545,055 | VTI, IWS, IWD, IGSB | 13F-HR | 10/18/2019 | 000075765719000033 |
| Q2 2019 | 1,174 | 4,414,904 | VTI, IWS, IWD, IWF | 13F-HR | 8/1/2019 | 000131444019000004 |
| Q1 2019 | 1,170 | 4,215,555 | VTI, IWS, IWD, IWF | 13F-HR | 5/3/2019 | 000075765719000026 |
| Q4 2018 | 1,106 | 3,524,683 | IWS, IWD, IWF, VTI | 13F-HR | 2/11/2019 | 000075765719000004 |
| Q3 2018 | 1,158 | 4,019,938 | IWS, IWD, IWF, IWP | 13F-HR | 11/14/2018 | 000075765718000039 |
| Q2 2018 | 861 | 3,309,473 | IWS, IWD, IWN, IWP | 13F-HR | 8/10/2018 | 000075765718000030 |
| Q1 2018 | 686 | 2,681,654 | IWS, IWD, IWF, IWN | 13F-HR | 5/3/2018 | 000075765718000016 |
| Q4 2017 | 687 | 2,673,117 | IWS, IWD, IWF, IWN | 13F-HR | 2/5/2018 | 000075765718000006 |
| Q3 2017 | 703 | 2,768,522 | IWS, IWD, IWN, IWP | 13F-HR | 11/8/2017 | 000075765717000027 |
| Q2 2017 | 870 | 2,914,717 | IWS, IWD, IWN, IWP | 13F-HR | 8/10/2017 | 000075765717000019 |
| Q1 2017 | 845 | 2,750,519 | IWS, IWD, IWN, IWP | 13F-HR | 5/11/2017 | 000075765717000012 |
| Q4 2016 | 793 | 2,453,025 | IWS, IWD, IWN, IWP | 13F-HR | 2/9/2017 | 000075765717000006 |
| Q3 2016 | 773 | 2,284,037 | IWS, IWD, IWN, IWP | RESTATEMENT | 11/30/2016 | 000075765716000068 |
| Q2 2016 | 768 | 2,241,941 | IWS, IWD, IWN, IWP | 13F-HR | 8/5/2016 | 000075765716000056 |
| Q1 2016 | 755 | 2,043,254 | IWS, IWD, IWN, IWP | 13F-HR | 5/5/2016 | 000075765716000046 |
| Q4 2015 | 753 | 1,993,950 | IWS, IWD, IWN, IWF | 13F-HR | 2/10/2016 | 000075765716000038 |
| Q3 2015 | 753 | 1,920,346 | IWS, IWD, IWN, IWF | 13F-HR | 11/3/2015 | 000075765715000030 |
| Q2 2015 | 801 | 2,204,257 | IWS, IWD, IWN, IWF | 13F-HR | 7/29/2015 | 000131444015000005 |
| Q1 2015 | 818 | 2,195,093 | IWS, IWD, IWF, IWN | 13F-HR | 5/6/2015 | 000075765715000018 |
| Q4 2014 | 810 | 2,113,103 | IWS, IWD, IWF, IWN | 13F-HR | 2/12/2015 | 000075765715000006 |
| Q3 2014 | 811 | 2,021,615 | IWS, IWD, IWF, IWN | 13F-HR | 11/14/2014 | 000075765714000047 |
| Q2 2014 | 843 | 1,985,532 | IWS, IWD, IWF, IWN | 13F-HR | 8/15/2014 | 000075765714000041 |
| Q1 2014 | 802 | 1,834,817 | IWS, IWD, IWF, IWN | 13F-HR | 5/13/2014 | 000075765714000010 |
| Q4 2013 | 873 | 2,015,430 | IWS, VCSH, IWD, IWF | 13F-HR | 2/14/2014 | 000075765714000006 |