| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2020 | 377 | 316,155 | SCHF, AAPL, EWJ, VNQ | 13F-HR | 1/15/2021 | 000139834421000950 |
| Q3 2020 | 349 | 255,270 | SCHF, AAPL, VNQ, ESGU | 13F-HR | 10/26/2020 | 000139834420020695 |
| Q2 2020 | 346 | 235,342 | SCHF, AAPL, VNQ, GOVT | 13F-HR | 8/4/2020 | 000139834420014962 |
| Q1 2020 | 325 | 196,438 | SCHF, VNQ, GOVT, AAPL | 13F-HR | 4/20/2020 | 000139834420008197 |
| Q4 2019 | 351 | 291,199 | VTI, SCHF, VNQ, AAPL | 13F-HR | 2/10/2020 | 000139834420002525 |
| Q3 2019 | 350 | 291,441 | VTI, SCHF, VNQ, GOVT | 13F-HR | 2/10/2020 | 000139834420002523 |
| Q2 2019 | 330 | 288,966 | VTI, SCHF, VNQ, FLOT | 13F-HR | 2/10/2020 | 000139834420002519 |
| Q1 2019 | 328 | 272,220 | VTI, SCHF, VNQ, FLOT | 13F-HR | 2/10/2020 | 000139834420002517 |
| Q4 2018 | 298 | 226,315 | VTI, SCHF, JPST, VNQ | 13F-HR | 2/10/2020 | 000139834420002513 |
| Q3 2018 | 345 | 257,870 | JPST, PRFZ, VTI, PRF | 13F-HR | 2/10/2020 | 000139834420002509 |
| Q2 2018 | 348 | 235,858 | PRFZ, VTI, PRF, ZION | 13F-HR | 2/10/2020 | 000139834420002507 |
| Q1 2018 | 308 | 182,649 | VTI, FLOT, WFC, AAPL | 13F-HR | 2/10/2020 | 000139834420002505 |
| Q4 2017 | 317 | 194,242 | VTI, WFC, IGSB, AAPL | 13F-HR | 2/10/2020 | 000139834420002500 |
| Q3 2017 | 295 | 180,580 | VTI, WFC, IGSB, AAPL | 13F-HR | 2/10/2020 | 000139834420002498 |
| Q2 2017 | 290 | 172,546 | VTI, WFC, IGSB, AAPL | 13F-HR | 2/10/2020 | 000139834420002496 |
| Q1 2017 | 284 | 164,626 | VTI, WFC, AMLP, IGSB | 13F-HR | 2/10/2020 | 000139834420002494 |
| Q4 2016 | 304 | 169,535 | VTI, WFC, AMLP, IGSB | 13F-HR | 2/10/2020 | 000139834420002491 |
| Q3 2016 | 288 | 156,742 | WFC, VTI, IGSB, AAPL | 13F-HR | 2/10/2020 | 000139834420002488 |
| Q2 2016 | 295 | 158,809 | WFC, VTI, IGSB, AAPL | 13F-HR | 2/10/2020 | 000139834420002486 |
| Q1 2016 | 213 | 108,337 | WFC, AAPL, FLOT, VTI | 13F-HR | 2/10/2020 | 000139834420002484 |