| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1,128 | 25,928,866 | K, IVV, AAPL, MSFT | 13F-HR | 10/31/2024 | 000108987724000092 |
| Q2 2024 | 1,089 | 24,439,197 | IVV, MSFT, AAPL, K | 13F-HR | 7/31/2024 | 000108987724000030 |
| Q1 2024 | 1,087 | 24,224,927 | IVV, MSFT, K, AAPL | 13F-HR | 5/14/2024 | 000108987724000024 |
| Q4 2023 | 1,074 | 22,508,485 | IVV, AAPL, K, MSFT | 13F-HR | 2/13/2024 | 000108987724000018 |
| Q3 2023 | 1,021 | 20,874,606 | K, IVV, AAPL, MSFT | 13F-HR | 11/8/2023 | 000108987723000027 |
| Q2 2023 | 1,052 | 22,033,826 | K, AAPL, IVV, MSFT | 13F-HR | 8/1/2023 | 000108987723000022 |
| Q1 2023 | 1,052 | 21,008,773 | K, IVV, AAPL, MSFT | 13F-HR | 5/10/2023 | 000108987723000019 |
| Q4 2022 | 1,053 | 20,372,126 | K, IVV, AAPL, MSFT | 13F-HR | 1/31/2023 | 000108987723000014 |
| Q3 2022 | 1,040 | 19,201,903 | K, IVV, AAPL, MSFT | 13F-HR | 10/27/2022 | 000108987722000023 |
| Q2 2022 | 1,060 | 20,479,368 | K, IVV, AAPL, MSFT | 13F-HR | 8/8/2022 | 000108987722000020 |
| Q1 2022 | 1,064 | 23,681,176 | IVV, K, AAPL, MSFT | 13F-HR | 4/28/2022 | 000108987722000015 |
| Q4 2021 | 1,075 | 24,999,910 | IVV, K, AAPL, MSFT | 13F-HR | 2/7/2022 | 000108987722000013 |
| Q3 2021 | 1,048 | 22,958,828 | K, IVV, AAPL, MSFT | 13F-HR | 11/8/2021 | 000108987721000028 |
| Q2 2021 | 1,055 | 22,803,379 | K, IVV, AAPL, MSFT | 13F-HR | 8/12/2021 | 000108987721000022 |
| Q1 2021 | 1,041 | 21,524,224 | K, IVV, AAPL, MSFT | NEW HOLDINGS | 9/3/2021 | 000108987721000025 |
| Q1 2021 | 1,040 | 21,512,127 | K, IVV, AAPL, MSFT | 13F-HR | 5/7/2021 | 000108987721000016 |
| Q4 2020 | 1,032 | 20,434,050 | K, IVV, AAPL, MSFT | 13F-HR | 2/9/2021 | 000108987721000011 |
| Q3 2020 | 986 | 18,475,025 | K, IVV, AAPL, MSFT | 13F-HR | 10/29/2020 | 000108987720000027 |
| Q2 2020 | 945 | 17,347,425 | K, IVV, AAPL, MSFT | 13F-HR | 8/10/2020 | 000108987720000016 |
| Q1 2020 | 923 | 14,976,037 | K, IVV, MSFT, AAPL | 13F-HR | 5/13/2020 | 000108987720000014 |
| Q4 2019 | 996 | 18,657,811 | K, IVV, AAPL, IEFA | 13F-HR | 2/5/2020 | 000108987720000009 |
| Q3 2019 | 981 | 17,534,497 | K, IVV, IEFA, MSFT | 13F-HR | 11/4/2019 | 000108987719000022 |
| Q2 2019 | 1,001 | 17,166,740 | K, IVV, IEFA, MSFT | 13F-HR | 8/1/2019 | 000108987719000020 |
| Q1 2019 | 939 | 16,812,145 | K, IVV, IEFA, MSFT | 13F-HR | 5/8/2019 | 000108987719000014 |
| Q4 2018 | 928 | 15,295,798 | K, IVV, IEFA, MSFT | 13F-HR | 1/30/2019 | 000108987719000010 |
| Q3 2018 | 1,048 | 17,987,112 | K, IVV, IEFA, AAPL | 13F-HR | 11/8/2018 | 000108987718000045 |
| Q2 2018 | 1,039 | 17,147,896 | K, IVV, IEFA, IJH | 13F-HR | 8/8/2018 | 000108987718000040 |
| Q1 2018 | 1,051 | 16,941,094 | K, IVV, IEFA, IJH | 13F-HR | 5/15/2018 | 000108987718000034 |
| Q4 2017 | 1,048 | 17,454,538 | K, IVV, IEFA, IJH | RESTATEMENT | 5/14/2018 | 000108987718000028 |
| Q3 2017 | 1,101 | 16,864,665 | K, IVV, IEFA, IJH | RESTATEMENT | 5/14/2018 | 000108987718000027 |
| Q2 2017 | 1,102 | 16,718,542 | K, IVV, IEFA, IJH | RESTATEMENT | 5/14/2018 | 000108987718000026 |
| Q1 2017 | 1,136 | 16,663,793 | K, IVV, IEFA, IJH | RESTATEMENT | 5/14/2018 | 000108987718000025 |
| Q4 2016 | 1,140 | 16,015,782 | K, IVV, IJH, IEFA | RESTATEMENT | 5/14/2018 | 000108987718000024 |
| Q3 2016 | 1,148 | 15,914,119 | K, IVV, IEFA, IJH | 13F-HR | 11/9/2016 | 000108987716000052 |
| Q2 2016 | 1,095 | 15,332,254 | K, IVV, IJH, IEFA | 13F-HR | 8/10/2016 | 000108987716000048 |
| Q1 2016 | 1,099 | 15,069,398 | K, IVV, IJH, IEFA | 13F-HR | 5/11/2016 | 000108987716000046 |
| Q4 2015 | 1,132 | 14,864,588 | K, IVV, IJH, EFA | 13F-HR | 2/16/2016 | 000108987716000043 |
| Q3 2015 | 1,137 | 14,146,153 | K, IVV, EFA, IJH | 13F-HR | 11/13/2015 | 000108987715000024 |
| Q2 2015 | 1,209 | 15,046,543 | K, IVV, EFA, IJH | 13F-HR | 8/10/2015 | 000108987715000019 |
| Q1 2015 | 1,213 | 15,335,980 | K, IVV, IJH, EFA | 13F-HR | 5/7/2015 | 000108987715000015 |
| Q4 2014 | 1,222 | 15,227,602 | K, IJH, IVV, EFA | 13F-HR | 2/12/2015 | 000108987715000012 |
| Q3 2014 | 1,223 | 14,600,065 | K, IJH, IVV, EFA | 13F-HR | 11/7/2014 | 000108987714000021 |
| Q2 2014 | 1,257 | 15,070,898 | K, IJH, IVV, EFA | 13F-HR | 8/13/2014 | 000108987714000019 |
| Q1 2014 | 1,264 | 12,930,095 | IJH, XOM, IVV, EFA | 13F-HR | 5/14/2014 | 000108987714000011 |
| Q4 2013 | 1,264 | 15,331,753 | K, NDSN, IJH, XOM | 13F-HR | 2/13/2014 | 000108987714000007 |