| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 269 | 5,093,263 | VYM, SCHD, SPLG, EMB | 13F-HR | 10/16/2024 | 000114036124043470 |
| Q2 2024 | 274 | 4,322,341 | VYM, SCHD, SPLG, IVV | 13F-HR | 7/19/2024 | 000114036124033533 |
| Q1 2024 | 263 | 3,851,969 | VYM, SCHD, IVV, VWO | 13F-HR | 4/26/2024 | 000114036124022164 |
| Q4 2023 | 258 | 3,216,261 | VYM, SCHD, EMB, TIP | 13F-HR | 1/30/2024 | 000114036124004381 |
| Q3 2023 | 259 | 3,552,238 | VYM, SPY, EMB, GSG | 13F-HR | 10/23/2023 | 000114036123049103 |
| Q2 2023 | 261 | 2,273,597 | VYM, SPY, VWO, EMB | 13F-HR | 7/20/2023 | 000114036123035293 |
| Q1 2023 | 256 | 1,188,527 | SPY, TIP, VWO, EMB | 13F-HR | 4/27/2023 | 000114036123020677 |
| Q4 2022 | 262 | 1,356,288 | VYM, SPY, EMB, TIP | 13F-HR | 1/17/2023 | 000114036123001871 |
| Q3 2022 | 266 | 2,359,929 | VYM, AAXJ, SPY, TIP | 13F-HR | 10/31/2022 | 000156761922018927 |
| Q2 2022 | 275 | 3,573,139 | VYM, IVV, AAXJ, SPY | 13F-HR | 7/22/2022 | 000156761922014320 |
| Q1 2022 | 271 | 4,042,218 | IVV, AAXJ, SPY, TIP | 13F-HR | 4/27/2022 | 000156761922008992 |
| Q4 2021 | 273 | 4,202,070 | IVV, AAXJ, TIP, VNQ | 13F-HR | 2/4/2022 | 000156761922002486 |
| Q3 2021 | 270 | 3,737,596 | IVV, TIP, AAXJ, EMB | 13F-HR | 10/25/2021 | 000156761921018641 |
| Q2 2021 | 285 | 3,144,972 | IVV, AAXJ, TIP, VWO | 13F-HR | 7/20/2021 | 000156761921013668 |
| Q1 2021 | 281 | 2,485,098 | IVV, AAPL, EMB, MSFT | 13F-HR | 4/27/2021 | 000156761921008609 |
| Q4 2020 | 273 | 2,366,910 | IVV, TIP, AAPL, VWO | 13F-HR | 2/5/2021 | 000156761921002229 |
| Q3 2020 | 266 | 2,149,302 | IVV, TIP, AAPL, MSFT | 13F-HR | 10/29/2020 | 000156761920018276 |
| Q2 2020 | 261 | 1,865,554 | IVV, AAPL, MSFT, AMZN | 13F-HR | 7/22/2020 | 000156761920013558 |
| Q1 2020 | 268 | 1,405,355 | IVV, AAPL, MSFT, AMZN | 13F-HR | 5/1/2020 | 000156761920008722 |
| Q4 2019 | 264 | 882,598 | IVV, AAPL, MSFT, AMZN | 13F-HR | 1/24/2020 | 000156761920001473 |
| Q3 2019 | 265 | 768,652 | IVV, AAPL, MSFT, AMZN | 13F-HR | 10/24/2019 | 000156761919019952 |
| Q2 2019 | 269 | 847,258 | IVV, MSFT, AAPL, AMZN | 13F-HR | 7/26/2019 | 000156761919015221 |
| Q1 2019 | 258 | 743,923 | AAPL, MSFT, AMZN, GOOGL | 13F-HR | 4/17/2019 | 000156761919008870 |
| Q4 2018 | 255 | 721,524 | AAPL, MSFT, AMZN, JNJ | 13F-HR | 1/24/2019 | 000156761919001522 |
| Q3 2018 | 259 | 832,191 | AAPL, AMZN, MSFT, GOOGL | 13F-HR | 10/18/2018 | 000156761918004252 |
| Q2 2018 | 253 | 815,303 | AAPL, MSFT, AMZN, META | 13F-HR | 7/23/2018 | 000114036118033102 |
| Q1 2018 | 255 | 756,439 | AAPL, MSFT, AMZN, JPM | 13F-HR | 4/27/2018 | 000114036118019947 |
| Q4 2017 | 257 | 797,049 | AAPL, MSFT, AMZN, META | 13F-HR | 2/1/2018 | 000114036118004271 |
| Q3 2017 | 258 | 785,075 | AAPL, MSFT, META, AMZN | 13F-HR | 10/17/2017 | 000114036117038810 |
| Q2 2017 | 261 | 766,681 | AAPL, MSFT, AMZN, JNJ | 13F-HR | 7/27/2017 | 000114036117028799 |
| Q1 2017 | 285 | 707,452 | AAPL, MSFT, AMZN, JNJ | 13F-HR | 4/26/2017 | 000114036117016785 |
| Q4 2016 | 278 | 701,338 | AAPL, MSFT, XOM, JPM | 13F-HR | 1/27/2017 | 000114036117003079 |
| Q3 2016 | 291 | 673,952 | AAPL, MSFT, XOM, AMZN | 13F-HR | 10/25/2016 | 000114036116083429 |
| Q2 2016 | 282 | 729,745 | AAPL, MSFT, XOM, JNJ | 13F-HR | 7/15/2016 | 000114036116072510 |
| Q1 2016 | 283 | 768,820 | AAPL, MSFT, XOM, GE | 13F-HR | 4/26/2016 | 000114036116062017 |
| Q4 2015 | 287 | 792,300 | AAPL, MSFT, XOM, GE | 13F-HR | 1/21/2016 | 000114036116048272 |
| Q3 2015 | 294 | 753,718 | AAPL, MSFT, XOM, GE | 13F-HR | 10/22/2015 | 000114036115038196 |
| Q2 2015 | 294 | 820,723 | AAPL, MSFT, XOM, WFC | 13F-HR | 7/29/2015 | 000114036115028914 |
| Q1 2015 | 290 | 906,645 | AAPL, XOM, MSFT, JNJ | 13F-HR | 4/30/2015 | 000114036115016906 |
| Q4 2014 | 285 | 1,008,026 | AAPL, XOM, MSFT, JNJ | 13F-HR | 2/4/2015 | 000114036115003934 |
| Q3 2014 | 283 | 1,022,746 | AAPL, XOM, MSFT, JNJ | 13F-HR | 11/4/2014 | 000114036114039952 |
| Q2 2014 | 291 | 1,045,972 | AAPL, XOM, MSFT, JNJ | 13F-HR | 7/30/2014 | 000114036114029775 |
| Q1 2014 | 271 | 1,030,088 | AAPL, XOM, MSFT, GOOGL | 13F-HR | 5/2/2014 | 000114036114018379 |
| Q4 2013 | 264 | 1,111,016 | AAPL, XOM, GOOGL, MSFT | 13F-HR | 2/7/2014 | 000114036114005161 |