| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 287 | 310,345 | IVV, IJH, IJR, AAPL | 13F-HR | 2/15/2024 | 000106299324003341 |
| Q3 2023 | 278 | 273,139 | IVV, IJH, IJR, AAPL | 13F-HR | 11/14/2023 | 000106299323020783 |
| Q2 2023 | 278 | 293,813 | IVV, IJH, IJR, AAPL | 13F-HR | 8/9/2023 | 000106299323016077 |
| Q1 2023 | 267 | 270,221 | IVV, IJH, IJR, AAPL | 13F-HR | 5/16/2023 | 000106299323011176 |
| Q4 2022 | 248 | 254,128 | IVV, IJH, IJR, AGG | 13F-HR | 2/14/2023 | 000106299323003378 |
| Q3 2022 | 224 | 225,021 | IVV, IJH, IJR, AAPL | 13F-HR | 11/14/2022 | 000106299322022093 |
| Q2 2022 | 232 | 240,836 | IVV, IJH, IJR, AAPL | 13F-HR | 9/2/2022 | 000106299322019112 |
| Q1 2022 | 249 | 296,114 | IVV, IJH, IJR, AAPL | 13F-HR | 5/17/2022 | 000106299322012695 |
| Q4 2021 | 299 | 334,113 | IVV, IJH, AAPL, MSFT | RESTATEMENT | 5/19/2022 | 000106299322012945 |
| Q3 2021 | 299 | 317,842 | IVV, IJH, MSFT, AAPL | 13F-HR | 11/15/2021 | 000106299321010824 |
| Q2 2021 | 299 | 323,180 | IVV, IJH, MSFT, AAPL | 13F-HR | 8/13/2021 | 000106299321007488 |
| Q1 2021 | 298 | 317,573 | IVV, IJH, AAPL, MSFT | 13F-HR | 5/20/2021 | 000106299321004880 |
| Q4 2020 | 285 | 307,900 | IVV, IJH, IJR, MSFT | 13F-HR | 2/17/2021 | 000106299321001578 |
| Q3 2020 | 258 | 263,489 | IVV, IJH, MSFT, AAPL | 13F-HR | 11/16/2020 | 000106299320005696 |
| Q2 2020 | 252 | 248,287 | IVV, IJH, MSFT, AMZN | 13F-HR | 8/14/2020 | 000106299320003983 |
| Q1 2020 | 197 | 204,398 | IVV, IJH, MSFT, AMZN | 13F-HR | 5/22/2020 | 000106299320002561 |
| Q4 2019 | 235 | 252,606 | IVV, IJH, MSFT, IJR | 13F-HR | 2/14/2020 | 000106299320000925 |
| Q3 2019 | 315 | 267,858 | IVV, IJH, MSFT, AMZN | 13F-HR | 11/14/2019 | 000106299319004422 |
| Q2 2019 | 315 | 273,281 | IVV, IJH, EFA, AMZN | 13F-HR | 8/8/2019 | 000106299319003216 |
| Q1 2019 | 309 | 260,014 | IVV, IJH, EFA, AMZN | 13F-HR | 5/13/2019 | 000106299319002174 |
| Q4 2018 | 296 | 230,357 | IVV, IJH, EFA, IJR | 13F-HR | 2/5/2019 | 000106299319000503 |
| Q3 2018 | 318 | 280,171 | IVV, IJH, EFA, IJR | 13F-HR | 11/9/2018 | 000106299318004486 |
| Q2 2018 | 336 | 289,816 | IVV, IJH, EFA, MSFT | 13F-HR | 8/7/2018 | 000106299318003141 |
| Q1 2018 | 326 | 293,739 | IVV, IJH, IJR, EFA | 13F-HR | 5/10/2018 | 000106299318002071 |
| Q4 2017 | 325 | 292,594 | IVV, IJH, IJR, EFA | 13F-HR | 2/13/2018 | 000106299318000669 |
| Q3 2017 | 315 | 275,328 | IVV, IJH, IJR, EFA | 13F-HR | 11/13/2017 | 000106299317004843 |
| Q2 2017 | 357 | 281,522 | IVV, IJH, IJR, EFA | 13F-HR | 8/8/2017 | 000106299317003569 |
| Q1 2017 | 357 | 290,842 | IVV, IJH, IJR, EFA | 13F-HR | 5/12/2017 | 000106299317002420 |
| Q4 2016 | 347 | 274,722 | IVV, IJH, IJR, EFA | 13F-HR | 2/13/2017 | 000106299317000747 |
| Q3 2016 | 345 | 262,062 | IVV, IJH, IJR, EFA | 13F-HR | 11/10/2016 | 000106299316012149 |
| Q2 2016 | 294 | 241,372 | IVV, IJH, EFA, IJR | 13F-HR | 8/15/2016 | 000106299316011123 |
| Q1 2016 | 271 | 229,560 | IVV, IJH, IJR, EFA | 13F-HR | 5/6/2016 | 000106299316009455 |
| Q4 2015 | 251 | 218,317 | IVV, AAPL, EFA, IJH | 13F-HR | 2/5/2016 | 000106299316007492 |
| Q3 2015 | 250 | 207,278 | IVV, AAPL, EFA, IJH | 13F-HR | 11/6/2015 | 000106299315005831 |
| Q2 2015 | 258 | 227,591 | IVV, AAPL, EFA, IJH | 13F-HR | 8/11/2015 | 000106299315004298 |
| Q1 2015 | 257 | 230,318 | IVV, AAPL, EFA, IJH | 13F-HR | 5/11/2015 | 000106299315002552 |
| Q4 2014 | 248 | 218,303 | AAPL, EFA, IJH, IJR | 13F-HR | 2/11/2015 | 000106299315000648 |
| Q3 2014 | 201 | 196,698 | AAPL, IJH, EFA, IJR | 13F-HR | 11/12/2014 | 000106299314006470 |
| Q2 2014 | 180 | 199,131 | AAPL, IJR, EFA, IJH | 13F-HR | 8/14/2014 | 000106299314004912 |
| Q1 2014 | 207 | 217,221 | IVV, AAPL, IJR, IJH | 13F-HR | 5/12/2014 | 000106299314002752 |
| Q4 2013 | 140 | 196,054 | AAPL, IJR, IJH, EFA | 13F-HR | 2/10/2014 | 000106299314000589 |