| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 2,387 | 3,457,154 | AAPL, MSFT, VO, NVDA | 13F-HR | 4/1/2025 | 000095012325003277 |
| Q4 2024 | 2,334 | 3,564,458 | AAPL, MSFT, NVDA, VO | 13F-HR | 1/16/2025 | 000095012325000326 |
| Q3 2024 | 2,165 | 3,511,134 | AAPL, MSFT, NVDA, VO | 13F-HR | 10/2/2024 | 000095012324009466 |
| Q2 2024 | 2,159 | 3,295,918 | MSFT, AAPL, NVDA, VO | 13F-HR | 7/2/2024 | 000095012324006361 |
| Q1 2024 | 2,077 | 3,213,764 | MSFT, AAPL, VO, NVDA | 13F-HR | 4/9/2024 | 000095012324003156 |
| Q4 2023 | 1,978 | 2,980,926 | MSFT, AAPL, VO, AMZN | 13F-HR | 1/3/2024 | 000095012324000013 |
| Q3 2023 | 1,992 | 2,708,239 | MSFT, AAPL, VO, IJH | 13F-HR | 10/3/2023 | 000095012323008664 |
| Q2 2023 | 1,934 | 2,780,592 | AAPL, MSFT, VO, IJH | 13F-HR | 8/1/2023 | 000095012323006562 |
| Q1 2023 | 1,861 | 2,616,356 | AAPL, MSFT, VO, IJH | 13F-HR | 4/11/2023 | 000095012323003200 |
| Q4 2022 | 1,769 | 2,430,977 | AAPL, MSFT, VO, IJH | 13F-HR | 1/6/2023 | 000095012323000034 |
| Q3 2022 | 1,733 | 2,203,668 | AAPL, MSFT, VO, IJH | 13F-HR | 10/7/2022 | 000095012322010073 |
| Q2 2022 | 1,649 | 2,309,020 | AAPL, MSFT, VO, IJH | 13F-HR | 7/7/2022 | 000095012322007077 |
| Q1 2022 | 1,565 | 2,645,465 | AAPL, MSFT, IJH, VO | 13F-HR | 4/8/2022 | 000095012322003863 |
| Q4 2021 | 1,425 | 2,693,024 | AAPL, MSFT, IJH, EFA | 13F-HR | 2/9/2022 | 000095012322001460 |
| Q3 2021 | 1,297 | 2,418,763 | AAPL, MSFT, IJH, EFA | 13F-HR | 11/12/2021 | 000095012321014880 |
| Q2 2021 | 1,240 | 2,354,404 | AAPL, MSFT, IJH, EFA | 13F-HR | 8/16/2021 | 000095012321011212 |
| Q1 2021 | 1,155 | 2,126,256 | IJH, AAPL, EFA, MSFT | 13F-HR | 5/17/2021 | 000095012321006744 |
| Q4 2020 | 924 | 1,953,000 | AAPL, IJH, EFA, MSFT | 13F-HR | 2/16/2021 | 000095012321002224 |
| Q3 2020 | 763 | 1,710,816 | AAPL, EFA, IJH, MSFT | 13F-HR | 11/13/2020 | 000095012320011557 |
| Q2 2020 | 774 | 1,551,641 | EFA, IJH, AAPL, MSFT | 13F-HR | 8/13/2020 | 000095012320008578 |
| Q1 2020 | 717 | 1,252,555 | EFA, IJH, MSFT, AAPL | 13F-HR | 5/15/2020 | 000095012320005323 |
| Q4 2019 | 820 | 1,618,906 | EFA, IJH, AAPL, MSFT | 13F-HR | 5/15/2020 | 000095012320005404 |
| Q3 2019 | 899 | 1,493,181 | EFA, IJH, AAPL, MSFT | 13F-HR | 11/14/2019 | 000095012319011178 |
| Q2 2019 | 801 | 1,446,209 | EFA, IJH, IJR, AAPL | 13F-HR | 8/14/2019 | 000095012319008174 |
| Q1 2019 | 862 | 1,386,788 | EFA, IJH, IJR, VNQ | 13F-HR | 5/15/2019 | 000095012319005545 |
| Q4 2018 | 992 | 1,168,483 | EFA, IJH, IJR, VWO | 13F-HR | 2/26/2019 | 000095012319002490 |
| Q3 2018 | 983 | 1,347,665 | EFA, IJH, IJR, VWO | 13F-HR | 11/9/2018 | 000095012318010948 |
| Q2 2018 | 1,126 | 1,252,806 | EFA, IJH, VWO, IJR | 13F-HR | 8/20/2018 | 000095012318009056 |
| Q1 2018 | 999 | 1,208,647 | EFA, IJH, VWO, IJR | 13F-HR | 5/21/2018 | 000095012318005905 |
| Q4 2017 | 924 | 1,207,136 | IJH, EFA, VWO, IJR | RESTATEMENT | 3/1/2018 | 000095012318002759 |
| Q3 2017 | 1,084 | 1,206,686 | IJH, EFA, VWO, IJR | 13F-HR | 2/13/2018 | 000095012318001629 |
| Q2 2017 | 1,063 | 1,123,250 | IJH, EFA, IJR, VWO | 13F-HR | 8/14/2017 | 000095012317007673 |
| Q1 2017 | 1,042 | 1,064,708 | IJH, EFA, IJR, VWO | 13F-HR | 5/2/2017 | 000095012317003739 |
| Q4 2016 | 823 | 817,614 | IJH, EFA, IJR, VWO | 13F-HR | 2/13/2017 | 000095012317001627 |
| Q2 2016 | 1,002 | 791,361 | IJH, EFA, VNQ, VWO | 13F-HR | 8/10/2016 | 000095012316019205 |
| Q1 2016 | 938 | 741,414 | IJH, EFA, VNQ, VWO | 13F-HR | 5/10/2016 | 000095012316016453 |
| Q4 2015 | 881 | 699,242 | IJH, EFA, VNQ, JCI | 13F-HR | 2/12/2016 | 000095012316014314 |
| Q3 2015 | 875 | 473,992 | JCI, VWO, VNQ, IJH | 13F-HR | 11/4/2015 | 000095012315010713 |
| Q2 2015 | 822 | 447,702 | JCI, VWO, VNQ, EFA | 13F-HR | 7/29/2015 | 000095012315007791 |
| Q1 2015 | 831 | 606,835 | IJH, JCI, VNQ, VWO | 13F-HR | 5/11/2015 | 000095012315005280 |
| Q4 2014 | 667 | 309,327 | VNQ, IJH, VWO, IVV | 13F-HR | 2/5/2015 | 000095012315000887 |
| Q3 2014 | 833 | 503,110 | JCI, VWO, HYS, VNQ | 13F-HR | 11/4/2014 | 000095012314010892 |
| Q2 2014 | 635 | 253,078 | VWO, HYS, VNQ, POWERSHARES SENIOR LOAN PORTFOLIO ETF | 13F-HR | 7/9/2014 | 000095012314007039 |
| Q1 2014 | 656 | 171,002 | VWO, VNQ, IVV, IJH | 13F-HR | 5/15/2014 | 000095012314006042 |
| Q4 2013 | 485 | 108,716 | VWO, VNQ, IVV, IJH | RESTATEMENT | 2/14/2014 | 000095012314002536 |