| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 96 | 420,801 | VOO, IVV, SCHX, AMAT | 13F-HR | 2/2/2024 | 000139834424001856 |
| Q3 2023 | 92 | 417,384 | VOO, IVV, SCHX, IUSG | 13F-HR | 10/16/2023 | 000139834423019293 |
| Q2 2023 | 93 | 431,722 | VOO, IVV, SCHX, IUSG | 13F-HR | 8/3/2023 | 000139834423014008 |
| Q1 2023 | 93 | 410,452 | VOO, IVV, SCHX, IUSG | 13F-HR | 5/11/2023 | 000139834423009470 |
| Q4 2022 | 246 | 399,550 | VOO, IVV, SCHX, IUSG | 13F-HR | 2/14/2023 | 000139834423003242 |
| Q3 2022 | 91 | 365,299 | VOO, IVV, SCHX, IUSG | 13F-HR | 11/7/2022 | 000139834422021494 |
| Q2 2022 | 91 | 390,140 | VOO, IVV, SCHX, IUSG | 13F-HR | 8/12/2022 | 000139834422015411 |
| Q1 2022 | 89 | 456,465 | VOO, IVV, SCHX, IUSG | 13F-HR | 5/4/2022 | 000139834422008719 |
| Q4 2021 | 91 | 482,693 | VOO, IVV, SCHX, IUSG | 13F-HR | 1/24/2022 | 000139834422000897 |
| Q3 2021 | 94 | 466,186 | VOO, VUG, IVV, SCHX | 13F-HR | 10/28/2021 | 000139834421020519 |
| Q2 2021 | 94 | 472,964 | VOO, VUG, IVV, SCHX | 13F-HR | 7/28/2021 | 000139834421014918 |
| Q1 2021 | 97 | 448,668 | VOO, VUG, IVV, SCHX | 13F-HR | 5/3/2021 | 000139834421009310 |
| Q4 2020 | 99 | 428,214 | VOO, VUG, IVV, SCHX | 13F-HR | 2/8/2021 | 000139834421002563 |
| Q3 2020 | 98 | 376,224 | VOO, VUG, IVV, SCHX | 13F-HR | 10/23/2020 | 000139834420020593 |
| Q2 2020 | 99 | 341,054 | VOO, VUG, IVV, SCHX | 13F-HR | 7/31/2020 | 000139834420014689 |
| Q1 2020 | 120 | 288,655 | VOO, IVV, SCHX, VUG | 13F-HR | 5/5/2020 | 000139834420009335 |
| Q4 2019 | 124 | 330,762 | VOO, IVV, SCHX, VUG | 13F-HR | 1/23/2020 | 000139834420001174 |
| Q3 2019 | 92 | 311,370 | VOO, IVV, SCHX, VUG | 13F-HR | 10/29/2019 | 000139834419018673 |
| Q2 2019 | 89 | 288,770 | VOO, IVV, SCHX, VUG | 13F-HR | 8/2/2019 | 000139834419013402 |
| Q1 2019 | 102 | 280,309 | VOO, IVV, SCHX, VUG | 13F-HR | 5/1/2019 | 000139834419007451 |
| Q4 2018 | 116 | 312,410 | VOO, IVV, SCHX, QQQ | 13F-HR | 2/4/2019 | 000139834419001892 |
| Q3 2018 | 98 | 275,569 | VOO, IVV, SCHX, QQQ | 13F-HR | 10/26/2018 | 000139834418015410 |
| Q2 2018 | 124 | 310,287 | VOO, IVV, SCHX, QQQ | 13F-HR | 8/2/2018 | 000139834418011075 |
| Q1 2018 | 124 | 301,410 | VOO, IVV, SCHX, QQQ | 13F-HR | 5/4/2018 | 000139834418006808 |
| Q4 2017 | 124 | 304,316 | VOO, IVV, SCHX, QQQ | 13F-HR | 2/9/2018 | 000139834418001870 |