| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 3,461 | 88,701,572 | IVV, BND, IJH, SCHF | 13F-HR | 2/13/2024 | 000108514624001147 |
| Q3 2023 | 3,266 | 76,903,880 | IVV, BND, IJH, SCHF | 13F-HR | 11/14/2023 | 000108514623004485 |
| Q2 2023 | 3,333 | 77,369,775 | IVV, BND, SCHF, IJH | 13F-HR | 8/14/2023 | 000108514623003368 |
| Q1 2023 | 3,341 | 71,642,036 | IVV, BND, SCHF, IJH | 13F-HR | 5/15/2023 | 000108514623002347 |
| Q4 2022 | 3,319 | 66,061,126 | IVV, BND, SCHF, IJH | 13F-HR | 2/21/2023 | 000108514623001420 |
| Q3 2022 | 3,211 | 57,326,607 | IVV, BND, SCHF, IJH | 13F-HR | 11/14/2022 | 000108514622004029 |
| Q2 2022 | 3,312 | 58,205,140 | IVV, BND, SCHF, IJH | 13F-HR | 8/4/2022 | 000108514622002768 |
| Q1 2022 | 3,246 | 62,386,005 | IVV, BND, SCHF, IJH | 13F-HR | 5/9/2022 | 000108514622001871 |
| Q4 2021 | 3,257 | 61,229,226 | IVV, BND, SCHF, IJH | 13F-HR | 2/3/2022 | 000108514622000493 |
| Q3 2021 | 3,098 | 54,696,387 | IVV, BND, SCHF, IJH | 13F-HR | 11/15/2021 | 000108514621003313 |
| Q2 2021 | 3,069 | 52,654,145 | IVV, BND, SCHF, IJH | 13F-HR | 8/13/2021 | 000108514621002439 |
| Q1 2021 | 2,829 | 47,095,518 | IVV, SCHF, BND, IJH | 13F-HR | 5/14/2021 | 000108514621001649 |
| Q4 2020 | 2,737 | 43,287,144 | IVV, SCHF, BND, IJH | 13F-HR | 2/12/2021 | 000108514621000698 |
| Q3 2020 | 2,612 | 37,160,703 | IVV, BND, SCHF, IJH | 13F-HR | 11/13/2020 | 000114180220000012 |
| Q2 2020 | 2,426 | 32,416,078 | IVV, SCHF, BND, IJH | 13F-HR | 8/14/2020 | 000114180220000010 |
| Q1 2020 | 2,687 | 25,899,914 | IVV, BND, SCHF, IJH | 13F-HR | 5/8/2020 | 000114180220000005 |
| Q4 2019 | 2,471 | 29,339,489 | IVV, BND, SCHF, IJH | 13F-HR | 2/13/2020 | 000114180220000002 |
| Q3 2019 | 2,550 | 26,320,726 | IVV, BND, SCHF, IJH | 13F-HR | 11/12/2019 | 000114180219000007 |
| Q2 2019 | 2,543 | 24,884,373 | IVV, SCHF, BND, IJH | 13F-HR | 8/12/2019 | 000116771119000002 |
| Q1 2019 | 2,601 | 22,844,539 | IVV, BND, SCHF, IJH | 13F-HR | 5/10/2019 | 000108514619001433 |
| Q4 2018 | 2,465 | 19,965,268 | IVV, BND, SCHF, SPY | 13F-HR | 2/12/2019 | 000007307619000013 |
| Q3 2018 | 2,529 | 19,819,299 | IVV, BND, SCHF, IJH | 13F-HR | 11/1/2018 | 000007307618000004 |
| Q2 2018 | 2,413 | 17,852,400 | IVV, BND, SCHF, IJH | 13F-HR | 8/10/2018 | 000116771118000027 |
| Q1 2018 | 2,229 | 16,480,071 | IVV, BND, SCHF, SPY | 13F-HR | 5/14/2018 | 000116771118000017 |
| Q4 2017 | 2,348 | 15,695,987 | IVV, BND, SPY, SCHF | 13F-HR | 1/31/2018 | 000116771118000007 |
| Q3 2017 | 2,204 | 13,976,889 | IVV, BND, SPY, VEA | 13F-HR | 11/7/2017 | 000116771117000006 |
| Q2 2017 | 2,058 | 12,454,434 | IVV, BND, SPY, VEA | 13F-HR | 8/10/2017 | 000114180217000058 |
| Q1 2017 | 2,050 | 10,994,810 | IVV, SPY, BND, VEA | 13F-HR | 5/9/2017 | 000114180217000041 |
| Q4 2016 | 2,429 | 9,215,863 | IVV, SPY, VEA, BND | 13F-HR | 2/15/2017 | 000007307617000011 |
| Q3 2016 | 178 | 1,515,582 | VEA, IVV, IJH, IEF | RESTATEMENT | 2/23/2017 | 000114180217000003 |
| Q3 2016 | 5 | 1,649 | BNCL, CLC, GTIM, YAHOO INC | NEW HOLDINGS | 2/23/2017 | 000114180217000004 |
| Q2 2016 | 2,106 | 6,978,431 | SPY, VEA, IVV, IJH | 13F-HR | 8/29/2016 | 000007307616000051 |
| Q1 2016 | 2,186 | 6,175,053 | SPY, IVV, VEA, IJH | 13F-HR | 5/16/2016 | 000007307616000032 |
| Q4 2015 | 1,647 | 5,011,338 | SPY, IVV, VEA, IJH | 13F-HR | 2/16/2016 | 000114180216000012 |
| Q3 2015 | 1,732 | 4,198,950 | SPY, IVV, VEA, IJH | 13F-HR | 11/16/2015 | 000114180215000010 |
| Q2 2015 | 1,494 | 3,855,314 | SPY, IVV, VEA, VWO | RESTATEMENT | 9/30/2015 | 000114180215000008 |
| Q1 2015 | 1,580 | 3,574,862 | SPY, IVV, VEA, VWO | 13F-HR | 5/15/2015 | 000114180215000004 |
| Q4 2014 | 1,721 | 3,240,165 | SPY, IVV, VEA, VNQ | 13F-HR | 2/13/2015 | 000114180215000002 |
| Q3 2014 | 1,391 | 2,860,005 | SPY, IVV, VWO, VEA | 13F-HR | 11/14/2014 | 000114180214000012 |
| Q2 2014 | 1,266 | 2,562,401 | SPY, IVV, VNQ, VEA | 13F-HR | 8/5/2014 | 000114180214000010 |
| Q1 2014 | 1,288 | 2,390,751 | IVV, SPY, VNQ, VWO | 13F-HR | 5/15/2014 | 000114180214000008 |
| Q4 2013 | 1,393 | 2,200,541 | IVV, SPY, EFA, VGK | 13F-HR | 2/14/2014 | 000114180214000002 |