|
Q2 2026
|
278 |
1,678,935
|
VB, AGG, VO, VGSH
|
13F-HR
|
8/12/2026 |
000114036126032500 |
|
Q1 2026
|
271 |
1,555,734
|
AGG, VB, VGSH, VO
|
13F-HR
|
5/14/2026 |
000114036126021193 |
|
Q4 2025
|
279 |
1,583,993
|
AGG, VO, VB, VUG
|
13F-HR
|
2/17/2026 |
000114036126005637 |
|
Q3 2025
|
277 |
1,539,472
|
VO, AGG, VB, EFA
|
13F-HR
|
11/12/2025 |
000114036125041678 |
|
Q2 2025
|
272 |
1,447,372
|
VO, AGG, VB, EFA
|
13F-HR
|
8/13/2025 |
000114036125030726 |
|
Q1 2025
|
285 |
1,349,919
|
AGG, VO, VB, VTV
|
13F-HR
|
5/12/2025 |
000114036125018300 |
|
Q4 2024
|
289 |
1,345,911
|
AGG, VB, VO, VUG
|
13F-HR
|
2/13/2025 |
000114036125004218 |
|
Q3 2024
|
296 |
1,323,562
|
AGG, VB, VO, EFA
|
13F-HR
|
11/8/2024 |
000114036124045829 |
|
Q2 2024
|
283 |
1,245,984
|
AGG, VB, VO, VUG
|
13F-HR
|
8/14/2024 |
000114036124037206 |
|
Q1 2024
|
279 |
1,225,779
|
AGG, VB, VO, EFA
|
13F-HR
|
5/10/2024 |
000114036124025432 |
|
Q4 2023
|
249 |
1,098,491
|
VB, VO, AGG, VUG
|
13F-HR
|
2/14/2024 |
000114036124007793 |
|
Q3 2023
|
239 |
1,015,441
|
VB, VO, AGG, VTV
|
13F-HR
|
11/13/2023 |
000114036123052814 |
|
Q2 2023
|
251 |
1,079,588
|
VO, VB, AGG, VTV
|
13F-HR
|
8/10/2023 |
000114036123038970 |
|
Q1 2023
|
265 |
1,098,987
|
VO, VB, VTV, AGG
|
13F-HR
|
5/10/2023 |
000114036123023822 |
|
Q4 2022
|
266 |
1,083,910
|
VTV, VO, VB, JPST
|
13F-HR
|
2/14/2023 |
000114036123006959 |
|
Q3 2022
|
254 |
1,040,758
|
VTV, VO, VB, FLOT
|
RESTATEMENT
|
11/14/2022 |
000114036122041470 |
|
Q2 2022
|
255 |
1,116,149
|
VTV, VO, VB, FLOT
|
13F-HR
|
8/11/2022 |
000156761922015543 |
|
Q1 2022
|
262 |
1,259,202
|
VO, VTV, VB, VNQ
|
13F-HR
|
5/12/2022 |
000156761922010266 |
|
Q4 2021
|
256 |
1,310,353
|
VO, VB, VNQ, PZA
|
13F-HR
|
2/11/2022 |
000156761922003377 |
|
Q3 2021
|
248 |
1,244,371
|
VO, VB, PZA, VNQ
|
13F-HR
|
11/12/2021 |
000156761921019880 |
|
Q2 2021
|
245 |
1,260,765
|
VO, PZA, VB, VUG
|
13F-HR
|
8/11/2021 |
000156761921015006 |
|
Q1 2021
|
251 |
1,201,046
|
VO, VB, PZA, VUG
|
13F-HR
|
5/14/2021 |
000156761921010148 |
|
Q4 2020
|
245 |
1,100,248
|
PZA, VO, VUG, FPE
|
13F-HR
|
2/16/2021 |
000156761921003798 |
|
Q3 2020
|
237 |
1,000,859
|
PZA, VO, VUG, FPE
|
13F-HR
|
11/13/2020 |
000156761920019488 |
|
Q2 2020
|
236 |
966,671
|
PZA, VO, VUG, VNQ
|
13F-HR
|
8/12/2020 |
000156761920014793 |
|
Q1 2020
|
222 |
834,633
|
PZA, VO, FPE, VNQ
|
13F-HR
|
5/14/2020 |
000156761920009974 |
|
Q4 2019
|
234 |
1,060,201
|
VO, PZA, FPE, VNQ
|
13F-HR
|
2/14/2020 |
000156761920003564 |
|
Q3 2019
|
232 |
1,019,924
|
VO, PZA, FPE, VNQ
|
13F-HR
|
11/14/2019 |
000156761919021342 |
|
Q2 2019
|
604 |
1,012,711
|
VO, PZA, FPE, VB
|
13F-HR
|
8/13/2019 |
000156761919016520 |
|
Q1 2019
|
610 |
984,631
|
VO, PZA, FPE, VB
|
13F-HR
|
5/13/2019 |
000156761919010483 |
|
Q4 2018
|
607 |
880,498
|
PZA, VO, VB, DVY
|
13F-HR
|
2/14/2019 |
000156761919004328 |
|
Q3 2018
|
613 |
998,953
|
VO, PZA, VB, VUG
|
RESTATEMENT
|
2/22/2019 |
000156761919005242 |
|
Q2 2018
|
236 |
851,756
|
VO, DVY, VB, VUG
|
13F-HR
|
8/14/2018 |
000156761918000722 |
|
Q1 2018
|
266 |
925,933
|
DVY, PZA, VO, VWO
|
13F-HR
|
5/15/2018 |
000114036118023571 |
|
Q4 2017
|
272 |
911,510
|
DVY, PZA, VO, VNQ
|
13F-HR
|
2/14/2018 |
000114036118008023 |
|
Q3 2017
|
263 |
874,601
|
DVY, PZA, VO, VNQ
|
13F-HR
|
11/9/2017 |
000114036117041772 |
|
Q2 2017
|
266 |
860,855
|
DVY, PZA, VNQ, VO
|
13F-HR
|
8/11/2017 |
000114036117031268 |
|
Q1 2017
|
264 |
829,880
|
DVY, PZA, VO, VNQ
|
13F-HR
|
5/12/2017 |
000114036117019939 |
|
Q4 2016
|
251 |
755,055
|
PZA, DVY, VNQ, VO
|
13F-HR
|
2/14/2017 |
000114036117006723 |
|
Q3 2016
|
266 |
813,830
|
PZA, VOT, DVY, VNQ
|
13F-HR
|
11/10/2016 |
000114036116085733 |
|
Q2 2016
|
298 |
774,768
|
PZA, DVY, VOT, VNQ
|
13F-HR
|
8/15/2016 |
000114036116076557 |
|
Q1 2016
|
331 |
734,700
|
PZA, VOT, VNQ, VCSH
|
13F-HR
|
5/12/2016 |
000114036116064738 |
|
Q4 2015
|
327 |
728,002
|
PZA, VOT, VCSH, VNQ
|
13F-HR
|
2/16/2016 |
000114036116052855 |
|
Q3 2015
|
378 |
714,172
|
VOT, PZA, DVY, VCSH
|
13F-HR
|
11/12/2015 |
000114036115040834 |
|
Q2 2015
|
369 |
747,888
|
VV, DVY, IGSB, PZA
|
13F-HR
|
8/12/2015 |
000114036115031319 |
|
Q1 2015
|
374 |
755,387
|
DVY, VV, IGSB, PZA
|
13F-HR
|
5/14/2015 |
000114036115019679 |
|
Q4 2014
|
333 |
730,328
|
DVY, IGSB, VV, VO
|
13F-HR
|
2/17/2015 |
000114036115006914 |
|
Q3 2014
|
347 |
707,921
|
DVY, IGSB, VV, TRMK
|
13F-HR
|
11/14/2014 |
000114036114041909 |
|
Q2 2014
|
344 |
883,020
|
MS HOSPITAL COMMON TRUST 2013, DVY, MHA COMMON TRUST FUND B 2013, IGSB
|
13F-HR
|
8/13/2014 |
000114036114032267 |
|
Q1 2014
|
365 |
862,984
|
MS HOSPITAL COMMON TRUST 2013, IGSB, MHA COMMON TRUST FUND B 2013, DVY
|
13F-HR
|
5/14/2014 |
000114036114020914 |
|
Q4 2013
|
341 |
847,593
|
MS HOSPITAL COMMON TRUST 2013, MHA COMMON TRUST FUND B 2013, IGSB, DVY
|
13F-HR
|
2/14/2014 |
000114036114007735 |