| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 173 | 1,340,311 | VOO, VTV, VUG, IEFA | 13F-HR | 11/6/2026 | 000108249126000004 |
| Q2 2026 | 173 | 1,333,788 | VOO, VTV, VUG, IEFA | 13F-HR | 8/12/2026 | 000108249126000003 |
| Q1 2026 | 174 | 1,196,845 | VOO, VTV, VUG, IEFA | 13F-HR | 5/11/2026 | 000108249126000002 |
| Q4 2025 | 183 | 1,235,270 | VOO, VTV, VUG, IEFA | 13F-HR | 2/6/2026 | 000108249126000001 |
| Q3 2025 | 186 | 1,220,003 | VOO, VUG, VTV, IEFA | 13F-HR | 11/7/2025 | 000108249125000002 |
| Q2 2025 | 187 | 1,153,024 | VOO, VUG, VTV, IEFA | 13F-HR | 8/8/2025 | 000108514625004735 |
| Q1 2025 | 190 | 1,073,631 | VOO, VTV, VUG, IEFA | 13F-HR | 5/12/2025 | 000108514625002930 |
| Q4 2024 | 190 | 1,134,616 | VOO, VTV, VUG, AAPL | 13F-HR | 2/11/2025 | 000108514625000981 |
| Q3 2024 | 190 | 1,111,221 | VOO, VTV, VUG, AAPL | 13F-HR | 11/8/2024 | 000108514624005451 |
| Q2 2024 | 190 | 1,045,612 | VOO, VTV, VUG, AAPL | 13F-HR | 8/8/2024 | 000108514624003597 |
| Q1 2024 | 185 | 1,022,038 | VOO, VTV, VUG, VOE | 13F-HR | 5/9/2024 | 000108514624002352 |
| Q4 2023 | 195 | 932,756 | VOO, VTV, VUG, AAPL | 13F-HR | 2/12/2024 | 000108514624001075 |
| Q3 2023 | 178 | 815,947 | VOO, VTV, VUG, AAPL | 13F-HR | 11/9/2023 | 000108514623004227 |
| Q2 2023 | 188 | 834,002 | VOO, VTV, VUG, AAPL | 13F-HR | 8/10/2023 | 000108514623003210 |
| Q1 2023 | 200 | 797,397 | VOO, VTV, VUG, VOE | 13F-HR | 5/10/2023 | 000108514623002187 |
| Q4 2022 | 244 | 801,094 | VOO, VTV, VOE, VUG | 13F-HR | 2/7/2023 | 000108514623000721 |
| Q3 2022 | 483 | 768,223 | VOO, VTV, VOE, AAPL | 13F-HR | 11/10/2022 | 000108514622003925 |
| Q2 2022 | 458 | 769,291 | VOO, VTV, VOE, VUG | 13F-HR | 8/9/2022 | 000108514622002905 |
| Q1 2022 | 457 | 897,175 | VOO, VTV, VUG, AAPL | 13F-HR | 5/10/2022 | 000108514622001918 |
| Q4 2021 | 406 | 933,610 | VOO, VTV, VUG, AAPL | 13F-HR | 2/9/2022 | 000108514622000678 |
| Q3 2021 | 338 | 939,015 | VOO, VTV, VUG, SPY | 13F-HR | 11/9/2021 | 000108514621003089 |
| Q2 2021 | 319 | 905,548 | VOO, VTV, VUG, SPY | 13F-HR | 8/11/2021 | 000108514621002375 |
| Q1 2021 | 276 | 842,362 | VOO, VTV, VUG, SPY | 13F-HR | 5/10/2021 | 000108514621001529 |
| Q4 2020 | 191 | 790,234 | VOO, VTV, VUG, SPY | 13F-HR | 1/29/2021 | 000108514621000359 |
| Q3 2020 | 179 | 687,438 | VOO, VUG, VTV, SPY | 13F-HR | 11/9/2020 | 000108514620002774 |
| Q2 2020 | 182 | 647,762 | VOO, VTV, VUG, SPY | 13F-HR | 8/7/2020 | 000108514620002050 |
| Q1 2020 | 167 | 541,485 | VOO, VTV, SPY, VUG | 13F-HR | 5/7/2020 | 000108514620001312 |
| Q4 2019 | 184 | 682,745 | RPV, VOO, SPY, VOE | 13F-HR | 2/10/2020 | 000108514620000506 |
| Q3 2019 | 185 | 643,269 | RPV, SPY, VOE, VONV | 13F-HR | 11/6/2019 | 000108514619002748 |
| Q2 2019 | 186 | 643,757 | RPV, SPY, VOE, VONV | 13F-HR | 8/5/2019 | 000108514619002071 |
| Q1 2019 | 184 | 613,735 | RPV, SPY, VONV, VOE | 13F-HR | 5/1/2019 | 000108514619001309 |
| Q4 2018 | 183 | 548,106 | RPV, SPY, VONV, VOE | 13F-HR | 2/8/2019 | 000108514619000440 |
| Q3 2018 | 166 | 548,221 | RPV, SPY, VONV, VOE | 13F-HR | 11/1/2018 | 000108514618002462 |
| Q2 2018 | 166 | 519,779 | RPV, SPY, VOE, VONV | 13F-HR | 8/1/2018 | 000108514618001798 |
| Q1 2018 | 163 | 461,481 | SPY, VOE, VONV, VUG | 13F-HR | 5/4/2018 | 000108514618001233 |
| Q4 2017 | 162 | 492,779 | RPV, SPY, VONV, JNJ | 13F-HR | 2/8/2018 | 000108514618000418 |
| Q3 2017 | 175 | 497,599 | SPY, RPV, VOE, VONV | 13F-HR | 11/8/2017 | 000108514617002239 |
| Q2 2017 | 178 | 474,633 | SPY, RPV, VOE, VONV | 13F-HR | 8/9/2017 | 000108514617001690 |
| Q1 2017 | 176 | 464,681 | SPY, VOE, RPV, VONV | 13F-HR | 5/9/2017 | 000108514617001131 |
| Q4 2016 | 181 | 449,030 | SPY, RPV, VOE, VONV | 13F-HR | 2/7/2017 | 000108514617000305 |
| Q3 2016 | 188 | 428,402 | SPY, VOE, RPV, VONV | 13F-HR | 11/8/2016 | 000108514616004663 |
| Q2 2016 | 184 | 418,335 | SPY, VOE, RPV, VONV | 13F-HR | 8/4/2016 | 000108514616004147 |
| Q1 2016 | 186 | 413,160 | SPY, VOE, RPV, VONV | 13F-HR | 5/10/2016 | 000108514616003644 |
| Q4 2015 | 181 | 409,114 | SPY, VOE, RPV, VONV | 13F-HR | 2/10/2016 | 000108514616002904 |
| Q3 2015 | 194 | 382,765 | SPY, VOE, RPV, HEDJ | 13F-HR | 10/29/2015 | 000108514615002094 |
| Q2 2015 | 195 | 416,617 | SPY, VOE, RPV, HEDJ | 13F-HR | 8/10/2015 | 000108514615001637 |
| Q1 2015 | 195 | 421,323 | SPY, VOE, RPV, HEDJ | 13F-HR | 5/11/2015 | 000108514615001109 |
| Q4 2014 | 173 | 367,920 | VOE, RPV, SPY, VONV | 13F-HR | 2/11/2015 | 000108514615000356 |
| Q3 2014 | 175 | 359,468 | VOE, RPV, SPY, VONV | 13F-HR | 11/6/2014 | 000108514614002098 |
| Q2 2014 | 170 | 355,297 | VOE, RPV, SPY, VONV | 13F-HR | 8/7/2014 | 000108514614001538 |
| Q1 2014 | 164 | 328,555 | SPY, VOE, RPV, VONV | 13F-HR | 5/8/2014 | 000108514614000996 |
| Q4 2013 | 158 | 316,136 | SPY, RPV, VOE, VONV | 13F-HR | 2/6/2014 | 000108514614000272 |