| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2021 | 1 | 0 | 13F-HR | 11/12/2021 | 000110465921137571 | |
| Q2 2021 | 1 | 0 | 13F-HR | 8/12/2021 | 000110465921104152 | |
| Q1 2021 | 1 | 0 | 13F-HR | 5/14/2021 | 000110465921066442 | |
| Q4 2020 | 1 | 0 | 13F-HR | 2/12/2021 | 000110465921021922 | |
| Q3 2020 | 3 | 84,713 | SPY, VOO, IVV | 13F-HR | 11/12/2020 | 000110465920124454 |
| Q2 2020 | 3 | 442,435 | SPY, IVV, VOO | 13F-HR | 8/12/2020 | 000110465920093873 |
| Q1 2020 | 3 | 403,752 | SPY, IVV, VOO | 13F-HR | 5/12/2020 | 000110465920060170 |
| Q4 2019 | 3 | 521,632 | SPY, IVV, VOO | 13F-HR | 2/12/2020 | 000110465920019215 |
| Q3 2019 | 3 | 506,084 | SPY, IVV, VOO | 13F-HR | 11/12/2019 | 000110465919062627 |
| Q2 2019 | 3 | 499,660 | SPY, IVV, VOO | 13F-HR | 8/8/2019 | 000110465919044939 |
| Q1 2019 | 3 | 646,285 | SPY, VOO, IVV | 13F-HR | 5/13/2019 | 000110465919028914 |
| Q4 2018 | 3 | 617,011 | SPY, VOO, IVV | 13F-HR | 2/13/2019 | 000110465919007910 |
| Q3 2018 | 3 | 675,250 | SPY, VOO, IVV | 13F-HR | 11/7/2018 | 000110465918066655 |
| Q2 2018 | 3 | 558,927 | SPY, VOO, IVV | 13F-HR | 8/8/2018 | 000110465918050499 |
| Q1 2018 | 3 | 592,239 | SPY, VOO, IVV | 13F-HR | 5/10/2018 | 000110465918032200 |
| Q4 2017 | 4 | 692,177 | SPY, VOO, IVV, SCHD | 13F-HR | 2/13/2018 | 000110465918009016 |
| Q3 2017 | 3 | 579,691 | SPY, VOO, IVV | 13F-HR | 11/9/2017 | 000110465917067382 |
| Q2 2017 | 3 | 695,372 | SPY, VOO, IVV | 13F-HR | 8/10/2017 | 000110465917051051 |
| Q1 2017 | 3 | 330,643 | SPY, IVV, VOO | 13F-HR | 5/11/2017 | 000110465917031898 |
| Q4 2016 | 3 | 270,336 | SPY, IVV, VOO | 13F-HR | 2/13/2017 | 000110465917008628 |
| Q3 2016 | 3 | 90,481 | SPY, VOO, IVV | 13F-HR | 11/10/2016 | 000110465916156208 |
| Q2 2016 | 5 | 65,579 | IWD, VOO, IVV, IWB | 13F-HR | 8/11/2016 | 000110465916138853 |
| Q1 2016 | 5 | 321,527 | SPY, IVV, VOO, IWD | 13F-HR | 5/12/2016 | 000110465916120480 |
| Q4 2015 | 5 | 334,514 | IVV, SPY, VOO, IWD | 13F-HR | 2/16/2016 | 000110465916097038 |
| Q3 2015 | 5 | 315,134 | IVV, SPY, VOO, IWD | 13F-HR | 11/12/2015 | 000110465915078362 |
| Q2 2015 | 5 | 340,056 | IVV, SPY, VOO, IWD | 13F-HR | 8/12/2015 | 000110465915058882 |
| Q4 2014 | 3 | 190,632 | VOO, IWD, SPY | 13F-HR | 2/17/2015 | 000110465915010892 |