| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 875 | 3,130,581 | IVV, SPY, IEFA, VONG | 13F-HR | 10/4/2024 | 000076410624000006 |
| Q2 2024 | 837 | 2,974,495 | IVV, SPY, IEFA, VONG | 13F-HR | 7/2/2024 | 000076410624000005 |
| Q1 2024 | 809 | 3,232,056 | IVV, IEFA, SPY, IJH | 13F-HR | 4/5/2024 | 000076410624000004 |
| Q4 2023 | 855 | 3,178,987 | IVV, IEFA, SPY, IJH | 13F-HR | 1/8/2024 | 000076410624000001 |
| Q3 2023 | 851 | 2,936,790 | IVV, IEFA, SPY, IJH | 13F-HR | 10/10/2023 | 000076410623000005 |
| Q2 2023 | 875 | 3,058,848 | IVV, IEFA, SPY, IJH | 13F-HR | 7/6/2023 | 000076410623000004 |
| Q1 2023 | 857 | 2,952,182 | IVV, IEFA, SPY, IJH | 13F-HR | 4/18/2023 | 000076410623000003 |
| Q4 2022 | 859 | 2,777,571 | IVV, IEFA, SPY, IJH | 13F-HR | 1/12/2023 | 000076410623000001 |
| Q3 2022 | 839 | 2,576,730 | IVV, IEFA, SPY, IJH | 13F-HR | 10/4/2022 | 000076410622000006 |
| Q2 2022 | 886 | 2,756,167 | IVV, IEFA, SPY, IEMG | 13F-HR | 7/22/2022 | 000076410622000005 |
| Q1 2022 | 912 | 3,223,044 | IVV, IEFA, SPY, IJH | 13F-HR | 4/6/2022 | 000076410622000004 |
| Q4 2021 | 927 | 3,403,104 | IVV, SPY, IEFA, IJH | 13F-HR | 1/12/2022 | 000076410622000001 |
| Q3 2021 | 853 | 2,441,390 | IVV, SPY, IEFA, IVW | 13F-HR | 10/12/2021 | 000076410621000008 |
| Q2 2021 | 844 | 2,412,076 | IVV, SPY, IEFA, IVW | 13F-HR | 7/7/2021 | 000076410621000006 |
| Q1 2021 | 842 | 2,311,259 | IVV, SPY, IEFA, IVE | 13F-HR | 4/8/2021 | 000076410621000005 |
| Q4 2020 | 810 | 2,186,254 | IVV, SPY, IEFA, IVW | 13F-HR | 1/12/2021 | 000076410621000002 |
| Q3 2020 | 788 | 1,950,671 | IVV, SPY, IEFA, IVW | 13F-HR | 10/6/2020 | 000076410620000006 |
| Q2 2020 | 794 | 1,897,701 | IVV, SPY, IEFA, AGG | 13F-HR | 8/5/2020 | 000076410620000005 |
| Q1 2020 | 761 | 1,645,239 | IVV, SPY, IEFA, HEFA | 13F-HR | 4/21/2020 | 000076410620000003 |
| Q4 2019 | 838 | 2,086,886 | IVV, SPY, IEFA, HEFA | 13F-HR | 1/13/2020 | 000076410620000001 |
| Q3 2019 | 813 | 1,937,029 | IVV, SPY, IEFA, HEFA | 13F-HR | 10/3/2019 | 000076410619000006 |
| Q2 2019 | 778 | 1,872,228 | IVV, SPY, IEFA, HEFA | 13F-HR | 7/15/2019 | 000076410619000005 |
| Q1 2019 | 1,719 | 1,862,915 | IVV, SPY, IEFA, HEFA | 13F-HR | 4/2/2019 | 000076410619000003 |
| Q4 2018 | 1,832 | 1,667,556 | IVV, SPY, IEFA, HEFA | 13F-HR | 1/11/2019 | 000076410619000001 |
| Q3 2018 | 1,842 | 1,915,252 | IVV, SPY, IEFA, IVE | 13F-HR | 10/16/2018 | 000076410618000010 |
| Q2 2018 | 107 | 788,111 | IVV, IEFA, IVE, HEFA | 13F-HR | 7/20/2018 | 000076410618000008 |
| Q1 2018 | 113 | 778,826 | IVV, IEFA, IVE, IVW | 13F-HR | 4/12/2018 | 000076410618000005 |
| Q4 2017 | 113 | 789,206 | IVV, IEFA, IVE, IVW | 13F-HR | 1/16/2018 | 000076410618000001 |
| Q3 2017 | 109 | 758,292 | IVV, IEFA, IVE, AGG | 13F-HR | 10/19/2017 | 000076410617000012 |
| Q2 2017 | 99 | 701,164 | IVV, IEFA, IVE, AGG | 13F-HR | 7/10/2017 | 000076410617000007 |
| Q1 2017 | 97 | 671,708 | IVV, IEFA, AGG, IVE | 13F-HR | 4/20/2017 | 000076410617000006 |
| Q4 2016 | 95 | 614,475 | IVV, IEFA, IVE, AGG | 13F-HR | 1/17/2017 | 000076410617000001 |
| Q3 2016 | 89 | 586,493 | IVV, IEFA, IVE, AGG | 13F-HR | 10/24/2016 | 000076410616000013 |
| Q2 2016 | 84 | 577,230 | IVV, IEFA, IVE, IVW | 13F-HR | 7/13/2016 | 000076410616000012 |
| Q1 2016 | 95 | 583,969 | IVV, IEFA, IVE, EFA | 13F-HR | 4/15/2016 | 000076410616000010 |
| Q4 2015 | 99 | 589,456 | IVV, IEFA, IVE, EFA | 13F-HR | 1/13/2016 | 000076410616000007 |
| Q3 2015 | 95 | 575,842 | IVV, IVE, EFA, IEFA | 13F-HR | 10/22/2015 | 000076410615000006 |
| Q2 2015 | 92 | 627,149 | IVV, EFA, IVE, IEFA | 13F-HR | 7/13/2015 | 000076410615000005 |
| Q1 2015 | 84 | 619,398 | EFA, IVE, IVW, IVV | 13F-HR | 4/14/2015 | 000076410615000004 |
| Q4 2014 | 128 | 611,423 | EFA, IVE, IVW, IJJ | 13F-HR | 1/15/2015 | 000076410615000001 |
| Q3 2014 | 124 | 595,360 | EFA, IVE, IVW, IJJ | 13F-HR | 10/20/2014 | 000076410614000012 |
| Q2 2014 | 124 | 598,362 | EFA, IVE, IVW, IJJ | 13F-HR | 7/21/2014 | 000076410614000006 |
| Q1 2014 | 130 | 571,131 | EFA, IVE, IVW, IJJ | 13F-HR | 4/21/2014 | 000076410614000005 |
| Q4 2013 | 139 | 560,808 | EFA, IVE, IVW, IJJ | 13F-HR | 1/8/2014 | 000076410614000001 |