| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 565 | 1,045,095 | IWL, TMP, AAPL, MSFT | 13F-HR | 4/7/2025 | 000199937125003938 |
| Q4 2024 | 529 | 1,075,220 | IWL, TMP, AAPL, MSFT | 13F-HR | 1/15/2025 | 000199937125000338 |
| Q3 2024 | 581 | 1,043,306 | IWL, TMP, AAPL, MSFT | 13F-HR | 11/1/2024 | 000199937124014238 |
| Q2 2024 | 588 | 954,909 | IWL, TMP, MSFT, AAPL | 13F-HR | 7/17/2024 | 000199937124008697 |
| Q1 2024 | 630 | 884,260 | IWL, TMP, MSFT, AAPL | 13F-HR | 4/8/2024 | 000199937124004577 |
| Q4 2023 | 650 | 825,588 | IWL, TMP, MSFT, AAPL | 13F-HR | 1/8/2024 | 000199937124000170 |
| Q3 2023 | 585 | 635,150 | TMP, AAPL, MSFT, IWL | 13F-HR | 11/20/2023 | 000199937123000409 |
| Q2 2023 | 604 | 638,584 | TMP, AAPL, MSFT, IWL | 13F-HR | 7/12/2023 | 000183988223018098 |
| Q1 2023 | 631 | 614,402 | TMP, AAPL, MSFT, IJH | 13F-HR | 4/20/2023 | 000138713123004875 |
| Q4 2022 | 617 | 632,802 | TMP, MSFT, AAPL, XSOE | 13F-HR | 1/6/2023 | 000138713123000146 |
| Q3 2022 | 603 | 592,603 | TMP, AAPL, MSFT, XSOE | 13F-HR | 10/13/2022 | 000138713122010419 |
| Q2 2022 | 585 | 622,197 | TMP, MSFT, AAPL, XSOE | 13F-HR | 7/14/2022 | 000138713122007712 |
| Q1 2022 | 609 | 709,350 | TMP, AAPL, MSFT, XSOE | 13F-HR | 5/12/2022 | 000138713122006040 |
| Q4 2021 | 348 | 563,630 | AAPL, MSFT, XSOE, TMP | 13F-HR | 1/24/2022 | 000138713122000642 |
| Q3 2021 | 380 | 547,037 | AAPL, MSFT, XSOE, VOO | 13F-HR | 10/22/2021 | 000138713121010225 |
| Q1 2021 | 420 | 590,680 | TMP, RWL, AAPL, XSOE | 13F-HR | 6/9/2021 | 000138713121006435 |
| Q4 2020 | 570 | 555,950 | AAPL, TMP, RWL, XSOE | RESTATEMENT | 2/12/2021 | 000138713121002275 |
| Q3 2020 | 385 | 520,001 | AAPL, TMP, RWL, USMV | 13F-HR | 10/23/2020 | 000138713120009192 |
| Q2 2020 | 375 | 476,019 | TMP, AAPL, MSFT, RWL | 13F-HR | 7/29/2020 | 000138713120006839 |
| Q1 2020 | 418 | 433,321 | TMP, GSIE, USMV, RWL | 13F-HR | 4/22/2020 | 000138713120004020 |
| Q4 2019 | 401 | 545,736 | TMP, GSIE, RWL, USMV | RESTATEMENT | 1/22/2020 | 000138713120000403 |
| Q3 2019 | 349 | 492,142 | TMP, GSIE, USMV, RWL | 13F-HR | 10/17/2019 | 000138713119007700 |
| Q2 2019 | 354 | 497,300 | TMP, GSIE, RWL, USMV | 13F-HR | 7/17/2019 | 000138713119005137 |
| Q1 2019 | 399 | 526,405 | EFAV, TMP, BND, RWL | RESTATEMENT | 4/30/2019 | 000138713119003121 |
| Q4 2018 | 412 | 452,852 | TMP, EFAV, VGK, VTIP | 13F-HR | 1/22/2019 | 000138713119000291 |
| Q3 2018 | 430 | 487,600 | TMP, EFAV, VGK, RWL | 13F-HR | 10/18/2018 | 000138713118005508 |
| Q2 2018 | 429 | 464,002 | TMP, EFAV, VGK, RWL | 13F-HR | 7/18/2018 | 000138713118003172 |
| Q1 2018 | 426 | 446,425 | TMP, EFAV, VGK, RWL | 13F-HR | 4/26/2018 | 000138713118001752 |
| Q4 2017 | 393 | 436,312 | TMP, VOOG, EFAV, VGK | 13F-HR | 1/24/2018 | 000138713118000253 |
| Q3 2017 | 421 | 422,287 | TMP, VOOG, EFAV, VGK | 13F-HR | 10/17/2017 | 000138713117005063 |
| Q2 2017 | 376 | 397,352 | TMP, VOOG, EFAV, VGK | 13F-HR | 7/11/2017 | 000138713117003599 |
| Q1 2017 | 366 | 394,247 | TMP, VOOG, EFAV, HEDJ | RESTATEMENT | 4/17/2017 | 000138713117002105 |
| Q4 2016 | 379 | 381,799 | TMP, EFAV, HEDJ, USMV | 13F-HR | 1/11/2017 | 000138713117000162 |
| Q3 2016 | 387 | 349,054 | TMP, EFAV, USMV, HEDJ | 13F-HR | 10/13/2016 | 000138713116007296 |
| Q2 2016 | 528 | 338,036 | TMP, EFAV, USMV, HEDJ | 13F-HR | 7/13/2016 | 000138713116006023 |
| Q1 2016 | 489 | 316,451 | TMP, USMV, HEDJ, IJH | 13F-HR | 4/20/2016 | 000138713116005019 |
| Q4 2015 | 517 | 313,962 | TMP, USMV, HEDJ, FV | 13F-HR | 1/19/2016 | 000138713116003912 |
| Q3 2015 | 507 | 309,361 | TMP, HEDJ, USMV, FV | 13F-HR | 10/16/2015 | 000138713115003014 |
| Q2 2015 | 508 | 367,957 | AGG, HEDJ, TMP, USMV | 13F-HR | 7/14/2015 | 000138713115002098 |
| Q1 2015 | 534 | 399,350 | AGG, HEDJ, TMP, IVW | RESTATEMENT | 4/21/2015 | 000138713115001361 |
| Q4 2014 | 482 | 400,969 | AGG, VEA, TMP, DGS | NEW HOLDINGS | 1/15/2015 | 000138713115000114 |
| Q4 2014 | 454 | 330,929 | VEA, TMP, AGG, DEM | 13F-HR | 1/13/2015 | 000138713115000098 |
| Q3 2014 | 485 | 381,793 | AGG, VEA, TMP, DGS | 13F-HR | 10/10/2014 | 000138713114003401 |
| Q2 2014 | 534 | 404,516 | AGG, VEA, TMP, IVW | 13F-HR | 7/11/2014 | 000138713114002457 |
| Q1 2014 | 518 | 395,121 | AGG, VEA, TMP, DGS | 13F-HR | 4/10/2014 | 000138713114001346 |
| Q4 2013 | 526 | 386,132 | VEA, AGG, TMP, DEM | 13F-HR | 1/8/2014 | 000138713114000054 |