| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 12 | 823,453 | AGG, IVV, SPTL, IEFA | 13F-HR | 11/12/2024 | 000108514624005522 |
| Q2 2024 | 12 | 743,030 | AGG, IVV, SPTL, IEFA | 13F-HR | 8/15/2024 | 000108514624004028 |
| Q1 2024 | 8 | 594,195 | IVV, AGG, IEFA, JPST | 13F-HR | 5/15/2024 | 000108514624002537 |
| Q4 2023 | 7 | 544,706 | IVV, AGG, IEFA, JPST | 13F-HR | 2/13/2024 | 000108514624001144 |
| Q3 2023 | 8 | 520,799 | IVV, AGG, IEFA, JPST | 13F-HR | 11/14/2023 | 000108514623004434 |
| Q2 2023 | 8 | 537,256 | IVV, AGG, IEFA, JPST | 13F-HR | 8/14/2023 | 000108514623003363 |
| Q1 2023 | 9 | 452,357 | IVV, AGG, IEFA, JPST | 13F-HR | 5/15/2023 | 000108514623002344 |
| Q4 2022 | 9 | 402,144 | IVV, AGG, IEFA, JPST | 13F-HR | 2/21/2023 | 000108514623001416 |
| Q3 2022 | 9 | 344,929 | IVV, IEFA, JPST, MINT | 13F-HR | 11/14/2022 | 000108514622004078 |
| Q2 2022 | 10 | 285,587 | IVV, IEFA, JPST, MINT | 13F-HR | 8/15/2022 | 000108514622003098 |
| Q1 2022 | 11 | 169,764 | JPST, MINT, AGG, IJR | 13F-HR | 5/9/2022 | 000108514622001858 |
| Q4 2021 | 9 | 137,603 | MINT, JPST, AGG, IWM | 13F-HR | 2/3/2022 | 000108514622000489 |
| Q3 2021 | 9 | 134,077 | MINT, JPST, AGG, IWM | 13F-HR | 11/15/2021 | 000108514621003308 |
| Q2 2021 | 8 | 111,178 | MINT, JPST, IWM, AGG | 13F-HR | 8/13/2021 | 000108514621002430 |
| Q1 2021 | 7 | 113,784 | JPST, MINT, IWM, EFA | 13F-HR | 5/14/2021 | 000108514621001640 |
| Q4 2020 | 1,515 | 5,896,585 | AAPL, MSFT, AMZN, META | 13F-HR | 2/12/2021 | 000108514621000689 |
| Q3 2020 | 1,516 | 5,137,818 | AAPL, MSFT, AMZN, META | 13F-HR | 11/13/2020 | 000116771120000008 |
| Q2 2020 | 10 | 108,139 | VOO, AGG, IJH, IWM | NEW HOLDINGS | 6/26/2024 | 000108514624002750 |
| Q2 2020 | 1,516 | 4,866,908 | MSFT, AAPL, AMZN, META | 13F-HR | 8/14/2020 | 000116771120000006 |
| Q1 2020 | 10 | 74,636 | AGG, VOO, IJH, IWM | NEW HOLDINGS | 6/26/2024 | 000108514624002749 |
| Q1 2020 | 1,535 | 4,277,491 | MSFT, AAPL, AMZN, State Street Institutional US Government Money Market Fund - Premier Class | 13F-HR | 5/8/2020 | 000116771120000004 |
| Q4 2019 | 11 | 93,189 | AGG, VOO, IJH, IWM | NEW HOLDINGS | 6/26/2024 | 000108514624002748 |
| Q4 2019 | 1,516 | 5,126,736 | AAPL, MSFT, AMZN, META | 13F-HR | 2/19/2020 | 000116771120000001 |
| Q3 2019 | 10 | 93,284 | AGG, VOO, IJH, IVV | NEW HOLDINGS | 6/26/2024 | 000108514624002747 |
| Q3 2019 | 1,516 | 4,768,618 | MSFT, AAPL, AMZN, META | 13F-HR | 11/5/2019 | 000116771119000006 |
| Q2 2019 | 10 | 93,047 | AGG, VOO, IJH, IVV | NEW HOLDINGS | 6/26/2024 | 000108514624002746 |
| Q2 2019 | 1,513 | 4,695,220 | MSFT, AAPL, AMZN, META | 13F-HR | 8/12/2019 | 000116771119000004 |
| Q1 2019 | 10 | 98,658 | AGG, VOO, IJH, IVV | NEW HOLDINGS | 6/26/2024 | 000108514624002745 |
| Q1 2019 | 1,560 | 4,837,940 | MSFT, AAPL, AMZN, META | 13F-HR | 5/7/2019 | 000007307619000029 |
| Q4 2018 | 11 | 95,505 | AGG, VOO, IJH, IVV | NEW HOLDINGS | 6/26/2024 | 000108514624002744 |
| Q4 2018 | 1,514 | 4,021,065 | MSFT, AAPL, AMZN, BRK-B | 13F-HR | 2/13/2019 | 000007307619000015 |
| Q3 2018 | 11 | 107,496 | AGG, VOO, IJH, IVV | NEW HOLDINGS | 6/26/2024 | 000108514624002743 |
| Q3 2018 | 1,512 | 4,737,258 | AAPL, MSFT, AMZN, BRK-B | 13F-HR | 11/13/2018 | 000007307618000006 |
| Q2 2018 | 11 | 109,113 | AGG, IVV, IJH, VOO | NEW HOLDINGS | 6/26/2024 | 000108514624002742 |
| Q2 2018 | 1,512 | 4,454,978 | AAPL, MSFT, AMZN, META | 13F-HR | 8/14/2018 | 000116771118000030 |
| Q1 2018 | 11 | 122,283 | AGG, IVV, IJH, VOO | NEW HOLDINGS | 6/26/2024 | 000108514624002741 |
| Q1 2018 | 1,510 | 4,248,451 | AAPL, MSFT, AMZN, BRK-B | 13F-HR | 5/14/2018 | 000116771118000020 |
| Q4 2017 | 12 | 130,426 | AGG, VOO, IVV, IJH | NEW HOLDINGS | 6/26/2024 | 000108514624002740 |
| Q4 2017 | 1,511 | 4,330,067 | AAPL, MSFT, AMZN, META | 13F-HR | 2/14/2018 | 000116771118000010 |
| Q3 2017 | 11 | 118,185 | AGG, VOO, IJH, IVV | NEW HOLDINGS | 6/26/2024 | 000108514624002739 |
| Q3 2017 | 1,512 | 4,079,989 | AAPL, MSFT, META, AMZN | 13F-HR | 11/13/2017 | 000116771117000009 |
| Q2 2017 | 1,515 | 3,995,476 | AAPL, MSFT, AMZN, META | 13F-HR | 8/14/2017 | 000114180217000061 |
| Q1 2017 | 1,517 | 3,893,675 | AAPL, MSFT, AMZN, XOM | 13F-HR | 5/9/2017 | 000114180217000043 |
| Q4 2016 | 1,514 | 3,696,898 | AAPL, MSFT, XOM, JNJ | 13F-HR | 2/14/2017 | 000007307617000008 |
| Q3 2016 | 1,517 | 3,510,046 | AAPL, MSFT, XOM, AMZN | 13F-HR | 11/14/2016 | 000007307616000074 |
| Q2 2016 | 1,517 | 3,432,903 | AAPL, MSFT, XOM, JNJ | 13F-HR | 8/29/2016 | 000007307616000053 |
| Q1 2016 | 1,517 | 3,276,896 | AAPL, MSFT, XOM, JNJ | 13F-HR | 5/16/2016 | 000007307616000039 |
| Q4 2015 | 1,517 | 3,193,958 | AAPL, MSFT, XOM, GE | 13F-HR | 2/16/2016 | 000116771116000010 |
| Q3 2015 | 1,515 | 2,963,292 | AAPL, MSFT, XOM, JNJ | 13F-HR | 11/16/2015 | 000116771115000008 |
| Q2 2015 | 1,511 | 3,265,376 | AAPL, MSFT, XOM, JNJ | 13F-HR | 8/14/2015 | 000116771115000006 |
| Q1 2015 | 1,517 | 3,298,600 | AAPL, XOM, MSFT, JNJ | 13F-HR | 5/15/2015 | 000116771115000004 |
| Q4 2014 | 1,919 | 14,259,427 | SPY, VWO, AAPL, EFA | 13F-HR | 2/13/2015 | 000116771115000002 |
| Q3 2014 | 1,927 | 12,787,201 | SPY, EEM, VWO, AAPL | 13F-HR | 11/14/2014 | 000116771114000010 |
| Q2 2014 | 1,896 | 12,902,567 | SPY, VWO, AAPL, EEM | 13F-HR | 8/5/2014 | 000116771114000006 |
| Q1 2014 | 1,879 | 12,351,788 | SPY, VWO, EEM, GOOGL | 13F-HR | 5/15/2014 | 000116771114000004 |
| Q4 2013 | 1,870 | 12,270,402 | SPY, VWO, EEM, GOOGL | 13F-HR | 2/14/2014 | 000116771114000002 |