| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 365 | 877,983 | VEA, VBR, IVV, AGG | 13F-HR | 2/1/2024 | 000083861824000001 |
| Q3 2023 | 338 | 772,954 | VEA, VBR, AGG, IVV | 13F-HR | 10/23/2023 | 000083861823000004 |
| Q2 2023 | 340 | 782,091 | VEA, VBR, AGG, IVV | 13F-HR | 7/20/2023 | 000083861823000003 |
| Q1 2023 | 305 | 725,300 | VEA, VBR, AGG, IVV | 13F-HR | 5/1/2023 | 000083861823000002 |
| Q4 2022 | 225 | 625,676 | VEA, VBR, AGG, IVV | 13F-HR | 1/26/2023 | 000083861823000001 |
| Q3 2022 | 203 | 549,326 | VBR, VEA, AGG, IVV | 13F-HR | 11/2/2022 | 000083861822000005 |
| Q2 2022 | 215 | 552,512 | VEA, VBR, AGG, IVV | 13F-HR | 7/14/2022 | 000083861822000004 |
| Q1 2022 | 237 | 568,252 | VEA, VBR, VIG, IVV | 13F-HR | 4/18/2022 | 000083861822000003 |
| Q4 2021 | 219 | 522,631 | VEA, VBR, VIG, IVV | 13F-HR | 1/24/2022 | 000083861822000001 |
| Q3 2021 | 211 | 433,397 | VEA, VBR, VIG, IVV | 13F-HR | 10/22/2021 | 000083861821000004 |
| Q2 2021 | 199 | 410,685 | VEA, VBR, VIG, IVV | 13F-HR | 7/26/2021 | 000083861821000003 |
| Q1 2021 | 175 | 344,499 | VEA, VIG, VBR, AGG | 13F-HR | 4/19/2021 | 000083861821000002 |
| Q4 2020 | 161 | 291,338 | VEA, VIG, VBR, AGG | 13F-HR | 1/21/2021 | 000083861821000001 |
| Q3 2020 | 139 | 245,554 | VEA, VIG, VBR, AGG | 13F-HR | 10/19/2020 | 000083861820000004 |
| Q2 2020 | 134 | 220,677 | VEA, VIG, VBR, ABT | 13F-HR | 8/11/2020 | 000083861820000003 |
| Q1 2020 | 101 | 156,678 | VEA, VIG, ABT, VWO | 13F-HR | 4/20/2020 | 000083861820000002 |
| Q4 2019 | 104 | 158,472 | VEA, VIG, ABT, IWN | 13F-HR | 2/7/2020 | 000083861820000001 |
| Q3 2019 | 100 | 144,081 | VEA, VIG, ABT, IWN | 13F-HR | 10/28/2019 | 000083861819000003 |
| Q2 2019 | 94 | 134,456 | VEA, VIG, ABT, IWN | 13F-HR | 8/14/2019 | 000178520019000002 |
| Q1 2019 | 89 | 128,673 | VEA, VIG, ABT, ABBV | 13F-HR | 4/19/2019 | 000083861819000002 |
| Q4 2018 | 81 | 116,382 | VEA, ABBV, VIG, ABT | 13F-HR | 2/8/2019 | 000083861819000001 |
| Q3 2018 | 75 | 116,835 | VEA, ABBV, ABT, IWN | 13F-HR | 11/2/2018 | 000083861818000006 |
| Q2 2018 | 76 | 101,398 | VEA, ABBV, ABT, IWN | 13F-HR | 7/27/2018 | 000083861818000005 |
| Q1 2018 | 75 | 98,977 | VEA, ABBV, ABT, KO | 13F-HR | 5/3/2018 | 000083861818000004 |
| Q4 2017 | 67 | 98,749 | VEA, ABBV, ABT, KO | 13F-HR | 2/14/2018 | 000083861818000003 |