| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,967 | 249,837,406 | VUG, SPYM, IVV, VOO | 13F-HR | 8/14/2026 | 000119312526351494 |
| Q1 2026 | 5,747 | 208,074,644 | VUG, AGG, IVV, VOO | 13F-HR | 5/15/2026 | 000119312526225579 |
| Q4 2025 | 5,389 | 164,022,663 | VUG, AGG, IVV, VTV | 13F-HR | 2/17/2026 | 000119312526053658 |
| Q3 2025 | 5,184 | 146,810,246 | VUG, AGG, IVV, VTV | 13F-HR | 11/4/2025 | 000119312525264057 |
| Q2 2025 | 4,963 | 131,911,756 | VUG, AGG, IVV, VTV | 13F-HR | 8/13/2025 | 000095012325007781 |
| Q1 2025 | 4,412 | 111,609,440 | AGG, VUG, VTV, IVV | RESTATEMENT | 5/28/2025 | 000095012325005907 |
| Q4 2024 | 4,219 | 105,199,698 | AGG, VUG, VTV, IVV | 13F-HR | 2/5/2025 | 000095012325000990 |
| Q3 2024 | 3,805 | 97,496,931 | AGG, VTV, VUG, IEFA | 13F-HR | 11/12/2024 | 000095012324010967 |
| Q2 2024 | 3,206 | 86,516,438 | AGG, VUG, VTV, IEFA | 13F-HR | 8/14/2024 | 000095012324008554 |
| Q1 2024 | 1,913 | 73,370,478 | AGG, VTV, VUG, IEFA | 13F-HR | 5/14/2024 | 000095012324004951 |
| Q4 2023 | 1,422 | 66,497,612 | AGG, VTV, VUG, IEFA | 13F-HR | 2/13/2024 | 000095012324001702 |
| Q3 2023 | 772 | 60,821,227 | AGG, VTV, VUG, IEFA | 13F-HR | 11/14/2023 | 000095012323011003 |
| Q2 2023 | 611 | 62,729,531 | AGG, VTV, VUG, IEFA | 13F-HR | 8/9/2023 | 000095012323007006 |
| Q1 2023 | 646 | 60,832,129 | AGG, VTV, IEFA, VUG | 13F-HR | 5/11/2023 | 000095012323004429 |
| Q4 2022 | 834 | 57,542,367 | AGG, VTV, IEFA, VUG | 13F-HR | 2/13/2023 | 000095012323001805 |
| Q3 2022 | 607 | 54,557,971 | VTV, AGG, VUG, BND | 13F-HR | 11/3/2022 | 000095012322010754 |
| Q2 2022 | 813 | 58,803,954 | VTV, AGG, VUG, BND | 13F-HR | 8/8/2022 | 000095012322007978 |
| Q1 2022 | 750 | 67,150,579 | VTV, AGG, VUG, BND | 13F-HR | 5/2/2022 | 000095012322004418 |
| Q4 2021 | 812 | 70,820,275 | VTV, AGG, VUG, BND | 13F-HR | 2/11/2022 | 000095012322001932 |
| Q3 2021 | 700 | 67,549,113 | VTV, AGG, VUG, BND | 13F-HR | 11/12/2021 | 000095012321014785 |
| Q2 2021 | 682 | 64,918,616 | VTV, AGG, VUG, BND | 13F-HR | 8/12/2021 | 000095012321010506 |
| Q1 2021 | 838 | 60,442,764 | VTV, AGG, BND, VUG | 13F-HR | 4/30/2021 | 000095012321005150 |
| Q4 2020 | 741 | 54,592,809 | VTV, AGG, BND, VUG | 13F-HR | 2/8/2021 | 000095012321001180 |
| Q3 2020 | 243 | 48,123,851 | VTV, AGG, BND, VUG | 13F-HR | 10/29/2020 | 000095012320010571 |
| Q2 2020 | 238 | 45,806,629 | VTV, AGG, BND, VUG | 13F-HR | 7/31/2020 | 000095012320007419 |
| Q1 2020 | 246 | 41,460,078 | VTV, AGG, BND, VEA | 13F-HR | 5/1/2020 | 000095012320003766 |
| Q4 2019 | 251 | 49,989,590 | VTV, AGG, BND, VEA | 13F-HR | 1/21/2020 | 000095012320000372 |
| Q3 2019 | 253 | 45,349,837 | VTV, AGG, BND, IEFA | 13F-HR | 10/31/2019 | 000095012319009861 |
| Q2 2019 | 248 | 44,537,375 | VTV, AGG, BND, IEFA | 13F-HR | 8/2/2019 | 000095012319006947 |
| Q1 2019 | 254 | 43,649,725 | VTV, AGG, BND, VEA | 13F-HR | 5/3/2019 | 000095012319003872 |
| Q4 2018 | 249 | 40,264,289 | VTV, AGG, BND, EFA | 13F-HR | 2/11/2019 | 000095012319001098 |
| Q3 2018 | 243 | 44,710,682 | VTV, AGG, BND, EFA | 13F-HR | 11/8/2018 | 000095012318010793 |
| Q2 2018 | 245 | 42,851,438 | AGG, VTV, BND, EFA | 13F-HR | 8/8/2018 | 000095012318007593 |
| Q1 2018 | 252 | 41,240,873 | AGG, BND, EFA, VTV | 13F-HR | 5/11/2018 | 000095012318004922 |
| Q4 2017 | 269 | 39,905,941 | AGG, BND, EFA, VTV | 13F-HR | 2/14/2018 | 000095012318002338 |
| Q3 2017 | 258 | 36,759,781 | AGG, BND, EFA, VTV | 13F-HR | 11/14/2017 | 000095012317010731 |
| Q2 2017 | 260 | 33,852,965 | AGG, BND, EFA, VTV | 13F-HR | 8/14/2017 | 000095012317007918 |
| Q1 2017 | 265 | 30,936,871 | AGG, BND, EFA, VTV | 13F-HR | 5/11/2017 | 000095012317004470 |
| Q4 2016 | 270 | 27,231,099 | AGG, BND, EFA, VTV | 13F-HR | 2/14/2017 | 000095012317002346 |
| Q3 2016 | 261 | 25,045,260 | BND, AGG, EFA, VTV | 13F-HR | 11/14/2016 | 000095012316022280 |
| Q2 2016 | 257 | 23,296,751 | BND, AGG, EFA, VTV | 13F-HR | 8/15/2016 | 000095012316019986 |
| Q1 2016 | 259 | 16,871,041 | BND, AGG, IWD, VTV | 13F-HR | 5/16/2016 | 000095012316017509 |
| Q4 2015 | 274 | 16,088,960 | BND, AGG, VTV, IWD | 13F-HR | 2/12/2016 | 000095012316014402 |
| Q3 2015 | 266 | 15,514,186 | BND, AGG, VTV, IWD | 13F-HR | 11/13/2015 | 000095012315011804 |
| Q2 2015 | 264 | 15,688,499 | BND, AGG, VTV, IWD | 13F-HR | 8/14/2015 | 000095012315009038 |
| Q1 2015 | 267 | 15,310,647 | BND, AGG, VTV, IWD | 13F-HR | 5/15/2015 | 000095012315006106 |
| Q4 2014 | 272 | 14,517,429 | BND, AGG, VTV, IWD | 13F-HR | 2/13/2015 | 000095012315001845 |
| Q3 2014 | 265 | 13,816,606 | BND, AGG, VTV, IWD | 13F-HR | 11/14/2014 | 000095012314012016 |
| Q2 2014 | 267 | 13,194,644 | BND, AGG, VTV, IWD | 13F-HR | 8/14/2014 | 000095012314008837 |
| Q1 2014 | 253 | 12,164,239 | BND, AGG, VTV, IWD | 13F-HR | 5/15/2014 | 000095012314006086 |
| Q4 2013 | 258 | 11,327,242 | BND, AGG, VTV, VUG | 13F-HR | 2/14/2014 | 000095012314002307 |