| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 177 | 845,160 | IEFA, QQQ, AGG, VOO | 13F-HR | 11/5/2024 | 000106299324018364 |
| Q2 2024 | 188 | 1,189,232 | IEFA, QQQ, VYM, VOO | 13F-HR | 7/31/2024 | 000106299324014196 |
| Q1 2024 | 184 | 1,162,877 | IEFA, QQQ, VYM, VOO | 13F-HR | 4/23/2024 | 000106299324008674 |
| Q4 2023 | 173 | 1,037,526 | IEFA, QQQ, VYM, VOO | 13F-HR | 1/22/2024 | 000106299324001158 |
| Q3 2023 | 180 | 913,713 | IEFA, QQQ, VYM, VOO | 13F-HR | 10/30/2023 | 000106299323019806 |
| Q2 2023 | 185 | 943,615 | IEFA, QQQ, VYM, VOO | 13F-HR | 7/26/2023 | 000106299323015354 |
| Q1 2023 | 188 | 945,044 | IEFA, QQQ, VYM, VOO | 13F-HR | 4/19/2023 | 000106299323009334 |
| Q4 2022 | 182 | 860,684 | QQQ, IEFA, VOO, VYM | 13F-HR | 1/31/2023 | 000106299323001647 |
| Q3 2022 | 181 | 781,911 | QQQ, IEFA, VOO, VYM | 13F-HR | 10/11/2022 | 000106299322020672 |
| Q2 2022 | 201 | 835,524 | IEFA, QQQ, XLF, VOO | 13F-HR | 7/15/2022 | 000106299322016383 |
| Q1 2022 | 176 | 896,252 | IEFA, QQQ, XLF, VOO | 13F-HR | 4/25/2022 | 000106299322010738 |
| Q4 2021 | 174 | 877,124 | IEFA, QQQ, XLF, VOO | 13F-HR | 2/1/2022 | 000106299322001940 |
| Q3 2021 | 169 | 801,628 | IEFA, QQQ, XLF, SPY | 13F-HR | 10/22/2021 | 000106299321009814 |
| Q2 2021 | 168 | 757,661 | IEFA, QQQ, XLF, SPY | 13F-HR | 7/30/2021 | 000106299321006839 |
| Q1 2021 | 164 | 694,713 | IEFA, QQQ, XLF, SPY | 13F-HR | 5/7/2021 | 000106299321004234 |
| Q4 2020 | 164 | 647,978 | IEFA, QQQ, SPY, XLU | 13F-HR | 2/5/2021 | 000106299321000915 |
| Q3 2020 | 150 | 569,447 | QQQ, IEFA, SPY, OEF | 13F-HR | 11/5/2020 | 000106299320005390 |
| Q2 2020 | 149 | 538,345 | QQQ, IEFA, SPY, OEF | 13F-HR | 8/13/2020 | 000106299320003920 |
| Q1 2020 | 144 | 460,464 | QQQ, IEFA, SPY, XLF | 13F-HR | 5/11/2020 | 000106299320002250 |
| Q4 2019 | 157 | 553,091 | QQQ, IEFA, SPY, XLF | 13F-HR | 2/13/2020 | 000106299320000812 |
| Q3 2019 | 160 | 527,115 | QQQ, IEFA, SPY, XLF | 13F-HR | 11/14/2019 | 000106299319004465 |
| Q2 2019 | 156 | 444,909 | QQQ, IEFA, SPY, IEMG | 13F-HR | 8/14/2019 | 000106299319003384 |
| Q1 2019 | 143 | 373,249 | QQQ, IEFA, SPY, IEMG | 13F-HR | 5/14/2019 | 000106299319002187 |
| Q4 2018 | 136 | 326,758 | SPY, QQQ, IEFA, MCD | 13F-HR | 2/14/2019 | 000106299319000940 |
| Q3 2018 | 146 | 325,362 | SPY, IEFA, QQQ, MSFT | 13F-HR | 11/14/2018 | 000106299318004637 |
| Q2 2018 | 145 | 323,468 | SPY, IEFA, QQQ, VCIT | 13F-HR | 8/14/2018 | 000106299318003349 |
| Q1 2018 | 140 | 314,037 | SPY, QQQ, VEU, XPH | 13F-HR | 5/14/2018 | 000106299318002158 |
| Q4 2017 | 140 | 355,767 | VTV, SPY, QQQ, VEU | 13F-HR | 2/14/2018 | 000106299318000789 |
| Q3 2017 | 131 | 343,582 | VTV, SPY, QQQ, VEU | 13F-HR | 11/13/2017 | 000106299317004850 |
| Q2 2017 | 126 | 282,005 | SPY, QQQ, BIL, GE | 13F-HR | 8/14/2017 | 000106299317003783 |
| Q1 2017 | 129 | 269,091 | SPY, QQQ, XLV, BIL | 13F-HR | 5/5/2017 | 000106299317002251 |
| Q4 2016 | 121 | 256,041 | SPY, TLT, XLP, XLV | 13F-HR | 2/14/2017 | 000106299317000892 |
| Q3 2016 | 118 | 158,772 | GE, XOM, VCIT, BMY | 13F-HR | 11/15/2016 | 000106299316012363 |
| Q2 2016 | 125 | 173,887 | AMLP, XOM, PFF, VCIT | 13F-HR | 8/10/2016 | 000106299316010940 |
| Q1 2016 | 115 | 153,585 | AMLP, VCIT, XOM, MCD | 13F-HR | 5/12/2016 | 000106299316009634 |
| Q4 2015 | 125 | 139,413 | SPY, AMLP, MCD, XOM | 13F-HR | 2/4/2016 | 000106299316007447 |
| Q3 2015 | 140 | 125,996 | AGG, MCD, AMLP, SPY | 13F-HR | 11/12/2015 | 000106299315005944 |
| Q2 2015 | 146 | 135,011 | SPY, BMY, INTC, MCD | 13F-HR | 8/4/2015 | 000106299315004165 |
| Q1 2015 | 152 | 142,399 | SPY, INTC, MCD, AMLP | 13F-HR | 5/1/2015 | 000106299315002309 |
| Q4 2014 | 157 | 145,380 | SPY, INTC, MCD, AMLP | 13F-HR | 2/10/2015 | 000106299315000574 |
| Q3 2014 | 162 | 139,547 | SPY, INTC, AMLP, T | 13F-HR | 10/24/2014 | 000106299314006117 |
| Q2 2014 | 160 | 142,305 | SPY, INTC, T, AMLP | 13F-HR | 7/29/2014 | 000106299314004401 |
| Q1 2014 | 162 | 149,927 | SPY, T, GE, INTC | 13F-HR | 5/12/2014 | 000106299314002768 |
| Q4 2013 | 164 | 192,810 | SPY, T, VWO, INTC | 13F-HR | 2/12/2014 | 000106299314000725 |