| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 380 | 861,964 | VOO, IEFA, VEA, MSFT | 13F-HR | 2/5/2024 | 000106299324001934 |
| Q3 2023 | 366 | 784,311 | VOO, IEFA, AAPL, VEA | 13F-HR | 11/13/2023 | 000106299323020563 |
| Q2 2023 | 387 | 824,786 | VOO, IEFA, AAPL, MSFT | 13F-HR | 8/10/2023 | 000106299323016133 |
| Q1 2023 | 389 | 780,809 | VOO, IEFA, AAPL, VEA | 13F-HR | 5/4/2023 | 000106299323010176 |
| Q4 2022 | 377 | 720,885 | VOO, IEFA, VEA, AAPL | 13F-HR | 2/10/2023 | 000106299323002618 |
| Q3 2022 | 366 | 648,787 | VOO, IEFA, AAPL, VEA | 13F-HR | 11/9/2022 | 000106299322021742 |
| Q2 2022 | 383 | 691,854 | VOO, IEFA, VEA, IJH | 13F-HR | 8/16/2022 | 000106299322018088 |
| Q1 2022 | 381 | 790,325 | VOO, IEFA, AAPL, MSFT | 13F-HR | 5/10/2022 | 000106299322011948 |
| Q4 2021 | 393 | 831,073 | VOO, IEFA, AAPL, MSFT | 13F-HR | 2/3/2022 | 000106299322002415 |
| Q3 2021 | 378 | 754,922 | VOO, IEFA, AAPL, MSFT | 13F-HR | 11/4/2021 | 000106299321010205 |
| Q2 2021 | 378 | 740,698 | VOO, IEFA, AAPL, MSFT | 13F-HR | 8/5/2021 | 000106299321007076 |
| Q1 2021 | 377 | 694,990 | VOO, IEFA, AAPL, VEA | 13F-HR | 6/2/2021 | 000106299321005275 |
| Q4 2020 | 365 | 659,647 | VOO, IEFA, AAPL, VEA | 13F-HR | 2/10/2021 | 000106299321001170 |
| Q3 2020 | 339 | 562,712 | VOO, IEFA, AAPL, VEA | 13F-HR | 11/5/2020 | 000106299320005414 |
| Q2 2020 | 326 | 502,918 | VOO, IEFA, AAPL, MSFT | 13F-HR | 8/5/2020 | 000106299320003694 |
| Q1 2020 | 310 | 358,592 | IEFA, VEA, MSFT, AAPL | 13F-HR | 5/6/2020 | 000106299320002157 |
| Q4 2019 | 341 | 438,614 | IEFA, VEA, AAPL, HCA | 13F-HR | 2/7/2020 | 000106299320000502 |
| Q3 2019 | 338 | 399,445 | IEFA, VEA, HCA, MSFT | 13F-HR | 11/12/2019 | 000106299319004295 |
| Q2 2019 | 357 | 410,520 | IEFA, VEA, HCA, MSFT | 13F-HR | 8/12/2019 | 000106299319003291 |
| Q1 2019 | 374 | 392,651 | IEFA, VEA, HCA, MSFT | 13F-HR | 5/10/2019 | 000106299319002121 |
| Q4 2018 | 361 | 344,353 | IEFA, VEA, HCA, MSFT | 13F-HR | 2/6/2019 | 000106299319000519 |
| Q3 2018 | 365 | 393,943 | IEFA, HCA, AAPL, VEA | 13F-HR | 11/9/2018 | 000106299318004474 |
| Q2 2018 | 366 | 361,447 | IEFA, AAPL, HCA, AMZN | 13F-HR | 8/8/2018 | 000106299318003183 |
| Q1 2018 | 358 | 346,864 | IEFA, AAPL, HCA, AMZN | 13F-HR | 5/3/2018 | 000106299318001905 |
| Q4 2017 | 371 | 335,665 | IEFA, HCA, AAPL, PEP | 13F-HR | 2/8/2018 | 000106299318000503 |
| Q3 2017 | 362 | 305,927 | HCA, AAPL, PEP, T | 13F-HR | 11/6/2017 | 000106299317004657 |
| Q2 2017 | 377 | 293,336 | HCA, PEP, AAPL, T | 13F-HR | 8/7/2017 | 000106299317003551 |
| Q1 2017 | 366 | 282,908 | HCA, AAPL, PEP, T | 13F-HR | 5/4/2017 | 000106299317002211 |
| Q4 2016 | 348 | 263,812 | HCA, PEP, T, AAPL | 13F-HR | 2/8/2017 | 000106299317000598 |
| Q3 2016 | 335 | 251,040 | PEP, T, AAPL, HCA | 13F-HR | 11/7/2016 | 000106299316012043 |
| Q2 2016 | 333 | 247,766 | PEP, T, HCA, AAPL | 13F-HR | 8/3/2016 | 000106299316010779 |
| Q1 2016 | 265 | 279,083 | VTV, VUG, IJJ, AAPL | 13F-HR | 5/4/2016 | 000106299316009370 |
| Q4 2015 | 259 | 267,023 | VUG, VTV, AAPL, PEP | 13F-HR | 2/8/2016 | 000106299316007537 |
| Q3 2015 | 259 | 262,985 | RCII, VUG, VTV, AAPL | 13F-HR | 11/4/2015 | 000106299315005754 |
| Q2 2015 | 267 | 287,439 | RCII, VTV, VUG, IJJ | 13F-HR | 8/4/2015 | 000106299315004124 |
| Q1 2015 | 258 | 283,509 | RCII, VTV, VUG, IJJ | 13F-HR | 5/5/2015 | 000106299315002383 |
| Q4 2014 | 260 | 268,856 | RCII, VUG, VTV, IJJ | 13F-HR | 2/5/2015 | 000106299315000514 |
| Q3 2014 | 253 | 258,553 | VUG, RCII, IJJ, VTV | 13F-HR | 11/5/2014 | 000106299314006285 |
| Q2 2014 | 271 | 267,588 | RCII, VUG, UCBI, IJJ | 13F-HR | 8/14/2014 | 000106299314004906 |
| Q1 2014 | 271 | 242,771 | UCBI, RCII, IVV, IJJ | 13F-HR | 4/28/2014 | 000106299314002371 |
| Q4 2013 | 254 | 229,789 | RCII, UCBI, IVV, IJJ | 13F-HR | 2/7/2014 | 000106299314000570 |