| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 214 | 3,321,438 | VOO, EFA, SPY, VNQ | 13F-HR | 8/11/2026 | 000158064226005119 |
| Q1 2026 | 204 | 2,972,107 | VOO, EFA, SPY, VWO | 13F-HR | 5/14/2026 | 000158064226003176 |
| Q4 2025 | 197 | 2,865,611 | VOO, EFA, SPY, VWO | 13F-HR | 2/12/2026 | 000158064226001025 |
| Q3 2025 | 199 | 2,840,880 | VOO, EFA, SPY, VWO | 13F-HR | 11/12/2025 | 000158064225007219 |
| Q2 2025 | 202 | 2,693,784 | VOO, EFA, SPY, VWO | 13F-HR | 8/14/2025 | 000158064225005122 |
| Q1 2025 | 194 | 2,427,702 | VOO, EFA, SPY, VWO | 13F-HR | 5/13/2025 | 000158064225003091 |
| Q4 2024 | 188 | 2,362,732 | VOO, SPY, EFA, VWO | 13F-HR | 2/13/2025 | 000158064225000976 |
| Q3 2024 | 195 | 2,371,563 | VOO, EFA, SPY, VWO | 13F-HR | 11/12/2024 | 000158064224006890 |
| Q2 2024 | 189 | 2,202,101 | VOO, SPY, EFA, VWO | 13F-HR | 8/13/2024 | 000158064224004504 |
| Q1 2024 | 162 | 2,108,005 | VOO, EFA, SPY, IJH | 13F-HR | 5/13/2024 | 000158064224002708 |
| Q4 2023 | 161 | 2,077,583 | VOO, EFA, SPY, IWM | 13F-HR | 2/9/2024 | 000158064224000909 |
| Q3 2023 | 152 | 1,814,647 | SPY, EFA, VOO, VWO | 13F-HR | 11/13/2023 | 000158064223006172 |
| Q2 2023 | 153 | 2,012,691 | SPY, EFA, VOO, VWO | 13F-HR | 8/11/2023 | 000158064223004207 |
| Q1 2023 | 155 | 1,863,363 | SPY, EFA, VOO, IJH | 13F-HR | 5/12/2023 | 000158064223002691 |
| Q4 2022 | 160 | 1,771,634 | SPY, EFA, VOO, IJH | 13F-HR | 2/10/2023 | 000158064223000794 |
| Q3 2022 | 154 | 1,588,679 | SPY, EFA, VOO, IUSV | 13F-HR | 11/14/2022 | 000158064222005778 |
| Q2 2022 | 154 | 1,755,587 | SPY, EFA, VOO, IUSV | 13F-HR | 8/15/2022 | 000158064222004103 |
| Q1 2022 | 151 | 1,807,293 | SPY, EFA, VOO, IUSV | 13F-HR | 5/13/2022 | 000158064222002766 |
| Q4 2021 | 158 | 1,783,494 | SPY, VOO, EFA, VWO | 13F-HR | 2/11/2022 | 000158064222000807 |
| Q3 2021 | 156 | 1,646,840 | SPY, VOO, EFA, VWO | 13F-HR | 11/15/2021 | 000158064221005449 |
| Q2 2021 | 160 | 1,637,456 | SPY, VOO, EFA, VWO | 13F-HR | 8/13/2021 | 000158064221003733 |
| Q1 2021 | 140 | 1,537,753 | SPY, VOO, EFA, VWO | 13F-HR | 5/13/2021 | 000158064221002363 |
| Q4 2020 | 139 | 1,496,643 | SPY, EFA, VOO, VWO | 13F-HR | 2/11/2021 | 000158064221000641 |
| Q3 2020 | 131 | 1,316,217 | SPY, VOO, EFA, VWO | 13F-HR | 11/10/2020 | 000158064220004130 |
| Q2 2020 | 126 | 1,251,594 | SPY, VOO, EFA, VWO | 13F-HR | 8/13/2020 | 000158064220003000 |
| Q1 2020 | 118 | 1,053,198 | SPY, VOO, EFA, IWM | 13F-HR | 5/14/2020 | 000158064220002153 |
| Q4 2019 | 135 | 1,103,701 | SPY, EFA, VWO, IWM | 13F-HR | 2/13/2020 | 000158064220000676 |
| Q3 2019 | 128 | 1,066,140 | SPY, ICSH, EFA, IWM | 13F-HR | 11/14/2019 | 000158064219005149 |
| Q2 2019 | 103 | 974,912 | SPY, EFA, ICSH, IWM | 13F-HR | 8/13/2019 | 000158064219003667 |
| Q1 2019 | 103 | 979,600 | SPY, EFA, ICSH, IWM | 13F-HR | 5/3/2019 | 000158064219002309 |
| Q4 2018 | 101 | 929,333 | SPY, EFA, VGK, IWM | 13F-HR | 2/14/2019 | 000158064219000815 |
| Q3 2018 | 100 | 1,049,404 | SPY, EFA, IWM, VGK | 13F-HR | 11/13/2018 | 000158064218005432 |
| Q2 2018 | 103 | 1,013,944 | SPY, EFA, IWM, VGK | 13F-HR | 8/10/2018 | 000158064218003818 |
| Q1 2018 | 77 | 103,561 | SPY, EFA, IWD, IWM | 13F-HR | 5/10/2018 | 000158064218002529 |
| Q4 2017 | 110 | 1,005,605 | SPY, EFA, IWD, IWM | 13F-HR | 2/13/2018 | 000158064218000870 |
| Q3 2017 | 111 | 937,601 | SPY, EFA, IWD, VGK | 13F-HR | 11/14/2017 | 000158064217006071 |
| Q2 2017 | 108 | 877,899 | SPY, EFA, IWD, IJH | 13F-HR | 8/10/2017 | 000158064217004325 |
| Q1 2017 | 88 | 772,806 | SPY, EFA, IWD, IJH | 13F-HR | 5/4/2017 | 000100920917000003 |
| Q4 2016 | 82 | 727,721 | SPY, IWF, EFA, IJH | 13F-HR | 2/13/2017 | 000100920917000001 |
| Q3 2016 | 76 | 655,909 | SPY, IWF, EFA, IJH | 13F-HR | 11/14/2016 | 000100920916000011 |
| Q2 2016 | 76 | 635,334 | SPY, IWF, EFA, IJH | 13F-HR | 8/11/2016 | 000100920916000010 |
| Q1 2016 | 77 | 658,165 | SPY, IWF, EFA, VGK | 13F-HR | 5/13/2016 | 000100920916000009 |
| Q4 2015 | 78 | 622,661 | SPY, IWF, EFA, VGK | 13F-HR | 2/12/2016 | 000100920916000006 |
| Q3 2015 | 80 | 625,348 | SPY, IWF, VGK, VWO | 13F-HR | 11/12/2015 | 000100920915000005 |
| Q2 2015 | 79 | 615,234 | SPY, IWF, VWO, IJH | 13F-HR | 8/13/2015 | 000100920915000004 |
| Q1 2015 | 79 | 614,035 | SPY, IWF, VWO, IJH | 13F-HR | 5/14/2015 | 000100920915000003 |
| Q4 2014 | 84 | 583,377 | SPY, IWF, VWO, OEF | 13F-HR | 2/13/2015 | 000100920915000001 |
| Q3 2014 | 80 | 601,176 | SPY, IWF, OEF, IJH | 13F-HR | 11/14/2014 | 000100920914000007 |
| Q2 2014 | 81 | 530,610 | EFA, SPY, IWF, OEF | 13F-HR | 8/14/2014 | 000100920914000006 |
| Q1 2014 | 76 | 494,175 | EFA, SPY, IWF, IJH | 13F-HR | 5/12/2014 | 000100920914000003 |
| Q4 2013 | 77 | 470,790 | EFA, SPY, IWF, IJH | 13F-HR | 2/20/2014 | 000100920914000002 |