| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 306 | 609,999 | SPY, VEA, VOO, VTI | 13F-HR | 11/4/2024 | 000112381224000010 |
| Q2 2024 | 278 | 566,747 | SPY, VEA, VOO, VTI | 13F-HR | 7/23/2024 | 000112381224000006 |
| Q1 2024 | 228 | 563,149 | SPY, VEA, VOO, VTI | 13F-HR | 4/24/2024 | 000112381224000004 |
| Q4 2023 | 223 | 532,840 | SPY, VEA, VTI, VOO | 13F-HR | 1/24/2024 | 000112381224000002 |
| Q3 2023 | 230 | 487,330 | SPY, VEA, VTI, VGIT | 13F-HR | 10/19/2023 | 000112381223000008 |
| Q2 2023 | 226 | 506,977 | SPY, VEA, VTI, VOO | 13F-HR | 7/18/2023 | 000112381223000006 |
| Q1 2023 | 233 | 489,725 | SPY, VEA, VTI, VOO | 13F-HR | 4/26/2023 | 000112381223000004 |
| Q4 2022 | 238 | 469,535 | SPY, VEA, VTI, VOO | 13F-HR | 1/20/2023 | 000112381223000002 |
| Q3 2022 | 251 | 462,678 | SPY, VEA, VTI, VOO | 13F-HR | 10/24/2022 | 000112381222000008 |
| Q2 2022 | 264 | 489,152 | SPY, IEI, VEA, VTI | 13F-HR | 7/25/2022 | 000112381222000006 |
| Q1 2022 | 275 | 551,271 | SPY, VEA, VTI, VOO | 13F-HR | 5/9/2022 | 000112381222000004 |
| Q4 2021 | 254 | 569,327 | SPY, VEA, IEI, VTI | 13F-HR | 1/28/2022 | 000112381222000002 |
| Q3 2021 | 248 | 548,245 | SPY, IEI, VEA, VTI | 13F-HR | 11/1/2021 | 000112381221000010 |
| Q2 2021 | 265 | 550,306 | SPY, IEI, VEA, VTI | 13F-HR | 8/10/2021 | 000112381221000008 |
| Q1 2021 | 256 | 529,064 | SPY, IEI, VEA, VTI | 13F-HR | 5/3/2021 | 000112381221000006 |
| Q4 2020 | 258 | 487,758 | SPY, IEI, VEA, VTI | 13F-HR | 1/25/2021 | 000112381221000003 |
| Q3 2020 | 273 | 470,847 | SPY, IEI, VEA, VTI | 13F-HR | 10/28/2020 | 000112381220000008 |
| Q2 2020 | 287 | 454,740 | SPY, IEI, VEA, VTI | 13F-HR | 8/5/2020 | 000112381220000006 |
| Q1 2020 | 226 | 383,635 | IEI, SPY, VEA, VTI | 13F-HR | 4/23/2020 | 000112381220000004 |
| Q4 2019 | 221 | 441,946 | SPY, VEA, IEI, VTI | 13F-HR | 1/29/2020 | 000112381220000002 |
| Q3 2019 | 217 | 413,571 | SPY, VEA, IEI, VTI | 13F-HR | 10/21/2019 | 000112381219000008 |
| Q2 2019 | 210 | 404,163 | SPY, VEA, IEI, VTI | 13F-HR | 7/24/2019 | 000112381219000006 |
| Q1 2019 | 215 | 396,199 | SPY, VEA, IEI, VCSH | 13F-HR | 4/18/2019 | 000112381219000004 |
| Q4 2018 | 186 | 360,758 | SPY, VEA, IEI, VCSH | 13F-HR | 1/22/2019 | 000112381219000002 |
| Q3 2018 | 167 | 398,023 | SPY, VEA, IEI, VCSH | 13F-HR | 11/9/2018 | 000112381218000008 |
| Q2 2018 | 49 | 232,971 | SPY, VEA, VTI, IWM | 13F-HR | 7/20/2018 | 000112381218000006 |
| Q1 2018 | 49 | 233,225 | SPY, VEA, VTI, IWM | 13F-HR | 5/7/2018 | 000112381218000004 |
| Q4 2017 | 53 | 241,057 | SPY, VEA, VTI, IWM | 13F-HR | 1/26/2018 | 000112381218000002 |
| Q3 2017 | 49 | 227,910 | SPY, VEA, VTI, IWM | 13F-HR | 10/24/2017 | 000112381217000009 |
| Q2 2017 | 49 | 223,905 | SPY, VEA, VTI, IWM | 13F-HR | 8/7/2017 | 000112381217000007 |
| Q1 2017 | 51 | 213,182 | SPY, VEA, VTI, IWM | 13F-HR | 5/8/2017 | 000112381217000004 |
| Q4 2016 | 48 | 198,651 | SPY, VEA, VTI, IWM | 13F-HR | 2/8/2017 | 000112381217000002 |
| Q3 2016 | 49 | 193,268 | SPY, VEA, VTI, IWR | 13F-HR | 10/27/2016 | 000112381216000016 |
| Q2 2016 | 46 | 181,437 | SPY, VEA, VTI, IWR | 13F-HR | 7/21/2016 | 000112381216000014 |
| Q1 2016 | 43 | 174,870 | SPY, VEA, VTI, IWR | 13F-HR | 4/19/2016 | 000112381216000012 |
| Q4 2015 | 41 | 169,833 | SPY, VEA, VTI, IWR | 13F-HR | 2/3/2016 | 000112381216000010 |
| Q3 2015 | 41 | 158,888 | SPY, VEA, VTI, IWR | 13F-HR | 10/23/2015 | 000112381215000008 |
| Q2 2015 | 41 | 171,509 | SPY, VEA, VTI, VWO | 13F-HR | 8/6/2015 | 000112381215000006 |
| Q1 2015 | 41 | 171,534 | SPY, VEA, VTI, IWR | 13F-HR | 4/27/2015 | 000112381215000004 |
| Q4 2014 | 41 | 169,367 | SPY, VTI, VEA, IWR | 13F-HR | 2/10/2015 | 000112381215000002 |
| Q3 2014 | 40 | 162,986 | SPY, VTI, VEA, VWO | 13F-HR | 10/22/2014 | 000112381214000009 |
| Q2 2014 | 40 | 165,727 | SPY, VTI, VEA, VWO | 13F-HR | 8/8/2014 | 000112381214000006 |
| Q1 2014 | 39 | 155,727 | SPY, VTI, VEA, VWO | 13F-HR | 5/8/2014 | 000112381214000004 |
| Q4 2013 | 38 | 153,291 | SPY, VTI, VEA, VWO | 13F-HR | 1/31/2014 | 000112381214000002 |