| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 160 | 1,249,070 | VOO, DFAX, AGG, IXUS | 13F-HR | 5/13/2025 | 000091945825000002 |
| Q4 2024 | 157 | 1,305,898 | VOO, DFAX, AGG, IXUS | 13F-HR | 2/12/2025 | 000091945825000001 |
| Q3 2024 | 157 | 1,362,543 | VOO, DFAX, AGG, IXUS | 13F-HR | 11/14/2024 | 000091945824000005 |
| Q2 2024 | 156 | 1,337,928 | VOO, DFAX, AGG, IXUS | 13F-HR | 8/8/2024 | 000091945824000003 |
| Q1 2024 | 161 | 1,324,115 | VOO, DFAX, AGG, IXUS | 13F-HR | 5/13/2024 | 000091945824000002 |
| Q4 2023 | 151 | 1,225,333 | VOO, DFAX, AGG, IXUS | 13F-HR | 2/12/2024 | 000091945824000001 |
| Q3 2023 | 152 | 1,129,228 | VOO, DFAX, AGG, IXUS | 13F-HR | 11/13/2023 | 000091945823000004 |
| Q2 2023 | 157 | 1,181,193 | VOO, DFAX, AGG, IXUS | 13F-HR | 8/14/2023 | 000091945823000003 |
| Q1 2023 | 163 | 1,124,622 | VOO, DFAX, AGG, IXUS | 13F-HR | 5/15/2023 | 000091945823000002 |
| Q4 2022 | 164 | 1,092,019 | VOO, DFAX, AGG, IXUS | 13F-HR | 2/14/2023 | 000091945823000001 |
| Q3 2022 | 150 | 1,005,436 | VOO, DFAX, AGG, IXUS | 13F-HR | 11/14/2022 | 000091945822000004 |
| Q2 2022 | 164 | 1,081,706 | VOO, IXUS, AGG, DFAX | 13F-HR | 8/12/2022 | 000091945822000003 |
| Q1 2022 | 178 | 1,172,525 | DFAX, VOO, AGG, ALRS | 13F-HR | 5/13/2022 | 000091945822000002 |
| Q4 2021 | 183 | 1,227,037 | DFAX, VOO, AGG, ALRS | 13F-HR | 2/14/2022 | 000091945822000001 |
| Q3 2021 | 181 | 1,098,340 | DFAX, AGG, VOO, ALRS | 13F-HR | 11/12/2021 | 000091945821000004 |
| Q2 2021 | 190 | 991,610 | VOO, AGG, ALRS, IWM | 13F-HR | 8/11/2021 | 000091945821000003 |
| Q1 2021 | 184 | 948,556 | VOO, AGG, ALRS, IWM | 13F-HR | 5/13/2021 | 000091945821000002 |
| Q4 2020 | 190 | 984,477 | MSFT, VOO, AGG, ALRS | 13F-HR | 2/12/2021 | 000091945821000001 |
| Q3 2020 | 165 | 888,401 | VOO, MSFT, AGG, IWM | 13F-HR | 11/13/2020 | 000091945820000004 |
| Q2 2020 | 157 | 850,414 | VOO, MSFT, AGG, IWM | 13F-HR | 8/14/2020 | 000091945820000003 |
| Q1 2020 | 151 | 722,778 | AGG, VOO, MSFT, IWM | 13F-HR | 5/12/2020 | 000091945820000002 |
| Q4 2019 | 156 | 877,804 | VOO, AGG, MSFT, ALRS | 13F-HR | 2/11/2020 | 000091945820000001 |
| Q3 2019 | 148 | 773,143 | VOO, AGG, MSFT, IWM | 13F-HR | 11/13/2019 | 000091945819000004 |
| Q2 2019 | 149 | 741,269 | VOO, AGG, MSFT, IWM | 13F-HR | 8/13/2019 | 000091945819000003 |
| Q1 2019 | 150 | 717,550 | VOO, AGG, IWM, MSFT | 13F-HR | 5/6/2019 | 000091945819000002 |
| Q4 2018 | 135 | 652,375 | VOO, AGG, IWM, MSFT | 13F-HR | 2/4/2019 | 000091945819000001 |
| Q3 2018 | 138 | 731,103 | VOO, AGG, IWM, MSFT | 13F-HR | 11/13/2018 | 000091945818000004 |
| Q2 2018 | 137 | 704,475 | VOO, AGG, IWM, MSFT | 13F-HR | 8/8/2018 | 000091945818000003 |
| Q1 2018 | 136 | 696,391 | VOO, AGG, IWM, VONE | 13F-HR | 5/10/2018 | 000091945818000002 |
| Q4 2017 | 132 | 705,716 | VOO, AGG, IWM, IWR | 13F-HR | 2/14/2018 | 000091945818000001 |
| Q3 2017 | 123 | 686,509 | VOO, AGG, IWM, SPY | 13F-HR | 11/13/2017 | 000091945817000004 |
| Q2 2017 | 122 | 674,369 | VOO, AGG, IWM, SPY | 13F-HR | 8/9/2017 | 000091945817000003 |
| Q1 2017 | 123 | 652,072 | VOO, AGG, IWM, IWR | 13F-HR | 4/27/2017 | 000091945817000002 |
| Q4 2016 | 120 | 618,949 | VOO, AGG, IWM, VONE | 13F-HR | 2/13/2017 | 000091945817000001 |
| Q3 2016 | 122 | 618,330 | VOO, AGG, IWM, VCIT | 13F-HR | 11/10/2016 | 000091945816000008 |
| Q2 2016 | 116 | 597,734 | VOO, AGG, IWM, SPY | 13F-HR | 8/11/2016 | 000091945816000007 |