| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 3 | 142,768 | VOO, SPY, VEU | 13F-HR | 1/31/2024 | 000121481624000016 |
| Q3 2023 | 3 | 143,291 | VOO, SPY, VEU | 13F-HR | 11/1/2023 | 000121481623000094 |
| Q2 2023 | 3 | 163,825 | VOO, SPY, VEU | 13F-HR | 8/1/2023 | 000121481623000077 |
| Q1 2023 | 3 | 151,925 | VOO, SPY, VEU | 13F-HR | 4/26/2023 | 000121481623000053 |
| Q4 2022 | 3 | 141,968 | VOO, SPY, VEU | 13F-HR | 1/25/2023 | 000121481623000007 |
| Q3 2022 | 3 | 132,145 | VOO, SPY, VEU | 13F-HR | 10/26/2022 | 000121481622000052 |
| Q2 2022 | 3 | 149,326 | VOO, SPY, VEU | 13F-HR | 7/26/2022 | 000121481622000036 |
| Q1 2022 | 3 | 178,296 | VOO, SPY, VEU | 13F-HR | 4/27/2022 | 000121481622000024 |
| Q4 2021 | 3 | 187,634 | VOO, SPY, VEU | 13F-HR | 1/26/2022 | 000121481622000006 |
| Q3 2021 | 3 | 170,638 | VOO, SPY, VEU | 13F-HR | 10/27/2021 | 000121481621000068 |
| Q2 2021 | 3 | 170,759 | VOO, SPY, VEU | 13F-HR | 7/27/2021 | 000121481621000045 |
| Q1 2021 | 3 | 143,957 | VOO, SPY, VEU | 13F-HR | 4/28/2021 | 000121481621000030 |
| Q4 2020 | 3 | 128,957 | VOO, SPY, VEU | 13F-HR | 2/2/2021 | 000121481621000011 |
| Q3 2020 | 2 | 109,928 | VOO, SPY | 13F-HR | 10/28/2020 | 000121481620000060 |
| Q2 2020 | 2 | 101,256 | VOO, SPY | 13F-HR | 8/3/2020 | 000121481620000045 |
| Q1 2020 | 3 | 114,383 | SPY, VOO, SJIU | 13F-HR | 5/4/2020 | 000121481620000022 |
| Q4 2019 | 2 | 135,854 | SPY, VOO | 13F-HR | 2/24/2020 | 000121481620000008 |
| Q3 2019 | 2 | 125,233 | SPY, VOO | 13F-HR | 10/31/2019 | 000121481619000048 |
| Q2 2019 | 2 | 108,954 | SPY, VOO | 13F-HR | 7/31/2019 | 000121481619000030 |
| Q1 2019 | 2 | 105,051 | SPY, VOO | 13F-HR | 5/15/2019 | 000121481619000022 |
| Q4 2018 | 2 | 79,456 | SPY, VOO | 13F-HR | 2/13/2019 | 000121481619000006 |
| Q3 2018 | 2 | 81,990 | SPY, VOO | 13F-HR | 11/14/2018 | 000121481618000066 |
| Q2 2018 | 2 | 76,540 | SPY, VOO | 13F-HR | 8/8/2018 | 000121481618000052 |
| Q1 2018 | 2 | 74,251 | SPY, VOO | 13F-HR | 5/10/2018 | 000121481618000036 |
| Q4 2017 | 2 | 131,937 | VOO, SPY | 13F-HR | 2/9/2018 | 000121481618000013 |
| Q3 2017 | 2 | 124,155 | VOO, SPY | 13F-HR | 11/14/2017 | 000121481617000062 |
| Q2 2017 | 2 | 166,524 | VOO, SPY | 13F-HR | 8/11/2017 | 000121481617000045 |
| Q1 2017 | 2 | 162,271 | VOO, SPY | 13F-HR | 5/10/2017 | 000121481617000029 |
| Q4 2016 | 2 | 182,339 | VOO, SPY | 13F-HR | 2/17/2017 | 000121481617000006 |
| Q3 2016 | 2 | 176,455 | VOO, SPY | 13F-HR | 11/7/2016 | 000121481616000088 |
| Q2 2016 | 5 | 239,245 | VOO, SPY, VEA, EFA | 13F-HR | 8/5/2016 | 000121481616000077 |
| Q1 2016 | 5 | 236,674 | SPY, VOO, VEA, EFA | 13F-HR | 5/9/2016 | 000121481616000064 |
| Q4 2015 | 4 | 212,855 | SPY, VEA, EFA, VWO | 13F-HR | 2/12/2016 | 000121481616000053 |
| Q3 2015 | 3 | 182,750 | SPY, EFA, VWO | 13F-HR | 11/5/2015 | 000121481615000044 |
| Q2 2015 | 3 | 185,619 | SPY, EFA, VWO | 13F-HR | 7/29/2015 | 000121481615000029 |
| Q1 2015 | 3 | 185,577 | SPY, EFA, VWO | 13F-HR | 5/5/2015 | 000121481615000021 |
| Q4 2014 | 3 | 182,637 | SPY, EFA, VWO | 13F-HR | 2/12/2015 | 000121481615000007 |
| Q3 2014 | 3 | 182,863 | SPY, EFA, VWO | 13F-HR | 11/10/2014 | 000121481614000058 |
| Q2 2014 | 5 | 235,372 | SPY, IVE, EFV, EFA | 13F-HR | 8/8/2014 | 000121481614000049 |
| Q1 2014 | 5 | 153,859 | SPY, IVE, EFV, EFA | 13F-HR | 5/8/2014 | 000121481614000033 |
| Q4 2013 | 6 | 150,555 | SPY, IVE, EFV, EFA | 13F-HR | 2/12/2014 | 000121481614000013 |