| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 1,013 | 1,781,389 | VOO, BSV, VGSH, SHY | 13F-HR | 2/7/2024 | 000101975424000001 |
| Q3 2023 | 1,009 | 1,627,647 | VOO, BSV, VGSH, SHY | 13F-HR | 11/6/2023 | 000101975423000004 |
| Q2 2023 | 1,023 | 1,656,229 | VOO, BSV, VGSH, SHY | 13F-HR | 8/8/2023 | 000101975423000003 |
| Q1 2023 | 993 | 1,561,172 | VOO, BSV, VGSH, SHY | 13F-HR | 5/11/2023 | 000101975423000002 |
| Q4 2022 | 990 | 1,487,273 | VOO, VGSH, BSV, SHY | 13F-HR | 2/13/2023 | 000101975423000001 |
| Q3 2022 | 1,063 | 1,386,556 | VOO, BSV, VGSH, VCSH | 13F-HR | 11/14/2022 | 000101975422000006 |
| Q2 2022 | 1,082 | 1,421,870 | BSV, VOO, VGSH, VO | 13F-HR | 8/11/2022 | 000101975422000005 |
| Q1 2022 | 1,078 | 1,554,451 | BSV, VOO, VGSH, VO | 13F-HR | 5/16/2022 | 000101975422000002 |
| Q4 2021 | 1,077 | 1,614,211 | BSV, VOO, BND, VO | 13F-HR | 2/14/2022 | 000101975422000001 |
| Q3 2021 | 1,107 | 1,513,794 | BSV, VOO, BND, VO | 13F-HR | 11/12/2021 | 000101975421000007 |
| Q2 2021 | 1,070 | 1,509,031 | BSV, VOO, BND, VO | 13F-HR | 7/26/2021 | 000101975421000003 |
| Q1 2021 | 1,094 | 1,449,933 | BSV, VOO, BND, VO | 13F-HR | 5/14/2021 | 000101975421000002 |
| Q4 2020 | 1,094 | 1,375,568 | BSV, VOO, BND, VO | 13F-HR | 2/12/2021 | 000101975421000001 |
| Q3 2020 | 1,089 | 1,227,195 | BSV, VOO, BND, VO | 13F-HR | 11/16/2020 | 000101975420000006 |
| Q2 2020 | 1,044 | 1,111,624 | BSV, VOO, BND, VO | 13F-HR | 8/14/2020 | 000101975420000005 |
| Q1 2020 | 934 | 954,502 | BSV, VOO, NEAR, BND | 13F-HR | 5/5/2020 | 000101975420000004 |
| Q4 2019 | 955 | 1,076,800 | BSV, NEAR, VOO, VYM | 13F-HR | 2/13/2020 | 000101975420000002 |
| Q3 2019 | 1,003 | 1,008,925 | BSV, NEAR, VOO, VYM | 13F-HR | 10/30/2019 | 000101975419000005 |
| Q2 2019 | 982 | 966,628 | BSV, NEAR, VOO, VYM | 13F-HR | 8/6/2019 | 000101975419000004 |
| Q1 2019 | 947 | 922,997 | BSV, VOO, NEAR, VYM | 13F-HR | 4/30/2019 | 000101975419000003 |
| Q4 2018 | 940 | 857,320 | BSV, VCSH, VOO, NEAR | 13F-HR | 2/4/2019 | 000101975419000001 |
| Q3 2018 | 1,000 | 923,510 | VCSH, VOO, SHM, VYM | 13F-HR | 11/5/2018 | 000101975418000004 |
| Q2 2018 | 1,015 | 866,174 | VCSH, VOO, MINT, SHM | 13F-HR | 7/16/2018 | 000101975418000003 |
| Q1 2018 | 1,033 | 825,084 | VCSH, VOO, VYM, MINT | 13F-HR | 5/10/2018 | 000101975418000002 |
| Q4 2017 | 1,105 | 818,831 | VCSH, VOO, VYM, VCIT | 13F-HR | 2/2/2018 | 000101975418000001 |
| Q3 2017 | 799 | 737,635 | VOO, VCSH, VYM, VO | 13F-HR | 11/3/2017 | 000101975417000005 |
| Q2 2017 | 796 | 682,937 | VOO, VCSH, VYM, VO | 13F-HR | 7/31/2017 | 000101975417000004 |
| Q1 2017 | 783 | 637,925 | VOO, VCSH, VYM, VO | 13F-HR | 5/1/2017 | 000101975417000003 |
| Q4 2016 | 776 | 595,886 | VOO, VCSH, VO, BSV | 13F-HR | 2/8/2017 | 000101975417000001 |
| Q3 2016 | 819 | 560,715 | VOO, VCSH, VGK, VO | 13F-HR | 11/3/2016 | 000101975416000011 |
| Q2 2016 | 810 | 533,227 | VOO, VCSH, VO, VGK | 13F-HR | 7/29/2016 | 000101975416000010 |
| Q1 2016 | 817 | 513,863 | VOO, VCSH, VO, VGK | 13F-HR | 5/5/2016 | 000101975416000008 |
| Q4 2015 | 837 | 484,870 | VOO, VCSH, VO, VYM | 13F-HR | 2/4/2016 | 000101975416000006 |
| Q3 2015 | 796 | 469,059 | VOO, VCSH, VGK, VO | 13F-HR | 11/5/2015 | 000101975415000005 |
| Q2 2015 | 806 | 506,777 | VOO, VCSH, VGK, VO | 13F-HR | 7/24/2015 | 000101975415000004 |
| Q1 2015 | 796 | 506,421 | VOO, VCSH, VO, VGK | 13F-HR | 5/6/2015 | 000101975415000003 |
| Q4 2014 | 789 | 483,028 | VOO, VCSH, VO, PPG | 13F-HR | 2/2/2015 | 000101975415000002 |
| Q3 2014 | 822 | 495,125 | VOO, VCSH, XOM, VO | 13F-HR | 10/21/2014 | 000101975414000005 |
| Q2 2014 | 821 | 508,920 | VOO, VCSH, XOM, VO | 13F-HR | 7/16/2014 | 000101975414000004 |
| Q1 2014 | 826 | 501,047 | VOO, VCSH, XOM, PPG | 13F-HR | 5/6/2014 | 000101975414000003 |
| Q4 2013 | 828 | 492,923 | VOO, VCSH, XOM, PPG | 13F-HR | 1/16/2014 | 000101975414000001 |