| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 3,912 | 147,510,620 | VOO, AGG, MSFT, AAPL | 13F-HR | 4/22/2024 | 000108420824000011 |
| Q4 2023 | 3,826 | 133,806,053 | VOO, AGG, MSFT, AAPL | 13F-HR | 1/16/2024 | 000108420824000001 |
| Q3 2023 | 3,788 | 119,032,794 | VOO, AGG, MSFT, AAPL | 13F-HR | 10/24/2023 | 000108420823000013 |
| Q2 2023 | 3,830 | 121,435,855 | VOO, AGG, AAPL, MSFT | 13F-HR | 7/25/2023 | 000108420823000012 |
| Q1 2023 | 3,869 | 115,148,628 | VOO, AGG, AAPL, MSFT | 13F-HR | 4/14/2023 | 000108420823000011 |
| Q4 2022 | 3,913 | 108,906,492 | VOO, AGG, MSFT, AAPL | 13F-HR | 2/8/2023 | 000108420823000002 |
| Q3 2022 | 3,936 | 98,844,197 | VOO, AGG, AAPL, MSFT | 13F-HR | 10/25/2022 | 000108420822000008 |
| Q2 2022 | 4,017 | 102,245,351 | VOO, AGG, MSFT, AAPL | 13F-HR | 8/12/2022 | 000108420822000007 |
| Q1 2022 | 4,112 | 118,521,510 | VOO, AGG, AAPL, MSFT | 13F-HR | 5/11/2022 | 000108420822000006 |
| Q4 2021 | 4,128 | 123,993,141 | VOO, AGG, AAPL, MSFT | 13F-HR | 2/8/2022 | 000108420822000005 |
| Q3 2021 | 4,105 | 111,355,397 | VOO, AGG, MSFT, AAPL | 13F-HR | 11/2/2021 | 000108420821000011 |
| Q2 2021 | 4,080 | 109,897,741 | VOO, AGG, MSFT, AAPL | 13F-HR | 8/11/2021 | 000108420821000010 |
| Q1 2021 | 3,987 | 99,098,708 | VOO, AGG, AAPL, MSFT | 13F-HR | 5/14/2021 | 000108420821000009 |
| Q4 2020 | 3,754 | 91,174,340 | VOO, AGG, AAPL, MSFT | 13F-HR | 2/12/2021 | 000108420821000001 |
| Q3 2020 | 3,581 | 79,992,798 | VOO, AGG, AAPL, MSFT | 13F-HR | 11/4/2020 | 000108420820000041 |
| Q2 2020 | 3,513 | 74,620,580 | VOO, AGG, MSFT, AAPL | 13F-HR | 7/28/2020 | 000108420820000038 |
| Q1 2020 | 3,492 | 62,984,582 | AGG, VOO, IEFA, MSFT | 13F-HR | 4/21/2020 | 000108420820000035 |
| Q4 2019 | 3,659 | 78,790,616 | VOO, AGG, IEFA, MSFT | 13F-HR | 2/12/2020 | 000108420820000029 |
| Q3 2019 | 3,603 | 71,723,302 | VOO, AGG, IEFA, USMV | 13F-HR | 11/7/2019 | 000108420819000024 |
| Q2 2019 | 3,625 | 69,387,290 | VOO, AGG, IEFA, USMV | 13F-HR | 8/6/2019 | 000108420819000020 |
| Q1 2019 | 3,611 | 65,845,080 | VOO, AGG, IEFA, USMV | 13F-HR | 5/6/2019 | 000108420819000018 |
| Q4 2018 | 3,534 | 57,406,060 | VOO, AGG, IEFA, MSFT | 13F-HR | 2/11/2019 | 000146228419000004 |
| Q3 2018 | 3,635 | 64,699,174 | VOO, IEFA, AGG, AAPL | 13F-HR | 11/14/2018 | 000108420818000027 |
| Q2 2018 | 3,581 | 59,455,565 | VOO, IEFA, AGG, AAPL | 13F-HR | 8/14/2018 | 000108420818000025 |
| Q1 2018 | 3,461 | 55,748,283 | VOO, IEFA, AGG, AAPL | 13F-HR | 5/14/2018 | 000108420818000020 |
| Q4 2017 | 3,419 | 54,422,889 | VOO, IEFA, AGG, AAPL | 13F-HR | 2/14/2018 | 000108420818000004 |
| Q3 2017 | 3,397 | 49,937,988 | VOO, AGG, IEFA, AAPL | 13F-HR | 11/13/2017 | 000108420817000008 |
| Q2 2017 | 3,334 | 46,267,703 | VOO, AGG, IEFA, AAPL | 13F-HR | 8/14/2017 | 000108420817000006 |
| Q1 2017 | 3,291 | 43,065,175 | VOO, AGG, IEFA, AAPL | 13F-HR | 5/15/2017 | 000108420817000004 |
| Q4 2016 | 3,239 | 39,166,332 | AGG, IWD, IWF, EFA | 13F-HR | 2/14/2017 | 000108420817000002 |
| Q3 2016 | 3,213 | 36,667,763 | AGG, IWF, IWD, EFA | 13F-HR | 11/14/2016 | 000108420816000016 |
| Q2 2016 | 3,012 | 31,940,271 | AGG, IWD, IWF, EFA | 13F-HR | 8/11/2016 | 000108420816000014 |
| Q1 2016 | 2,927 | 29,557,323 | AGG, IWF, IWD, EFA | 13F-HR | 5/12/2016 | 000108420816000012 |
| Q4 2015 | 2,324 | 27,933,674 | AGG, IWF, IWD, EFA | 13F-HR | 2/16/2016 | 000108420816000010 |
| Q3 2015 | 2,259 | 24,507,489 | AGG, IWF, IWD, EFA | 13F-HR | 11/13/2015 | 000108420815000008 |
| Q2 2015 | 2,377 | 26,053,018 | IWF, IWD, AGG, EFA | 13F-HR | 8/13/2015 | 000108420815000006 |
| Q1 2015 | 2,327 | 22,780,758 | IWF, IWD, AGG, EFA | 13F-HR | 4/28/2015 | 000108420815000004 |
| Q4 2014 | 2,221 | 20,473,731 | IWF, IWD, EFA, AGG | 13F-HR | 2/11/2015 | 000108420815000002 |
| Q3 2014 | 2,154 | 17,409,595 | IWF, IWD, EFA, AGG | 13F-HR | 11/14/2014 | 000108420814000009 |
| Q2 2014 | 2,167 | 16,219,546 | IWF, IWD, EFA, AGG | 13F-HR | 8/13/2014 | 000108420814000006 |
| Q1 2014 | 2,069 | 14,586,272 | IWF, IWD, EFA, AGG | 13F-HR | 5/13/2014 | 000108420814000004 |
| Q4 2013 | 1,958 | 13,342,295 | IWF, IWD, EFA, AGG | 13F-HR | 2/13/2014 | 000108420814000002 |