| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 344 | 4,282,161 | AAPL, AGG, IJR, IJH | 13F-HR | 8/14/2026 | 000127857326000008 |
| Q1 2026 | 327 | 3,850,230 | AAPL, AGG, IJR, IEMG | 13F-HR | 5/15/2026 | 000127857326000006 |
| Q4 2025 | 336 | 3,821,582 | AAPL, AGG, IJR, GOOGL | 13F-HR | 2/13/2026 | 000127857326000003 |
| Q3 2025 | 299 | 3,630,234 | AAPL, AGG, IJR, SDY | 13F-HR | 11/14/2025 | 000127857325000012 |
| Q2 2025 | 275 | 3,409,713 | AAPL, AGG, SDY, IJR | 13F-HR | 8/14/2025 | 000127857325000009 |
| Q1 2025 | 254 | 3,173,071 | AAPL, AGG, SDY, IJR | 13F-HR | 5/15/2025 | 000127857325000006 |
| Q4 2024 | 247 | 3,197,017 | AAPL, AGG, SDY, IJR | 13F-HR | 2/6/2025 | 000127857325000002 |
| Q3 2024 | 238 | 3,225,116 | AAPL, AGG, SDY, IJR | 13F-HR | 11/25/2024 | 000127857324000010 |
| Q2 2024 | 218 | 3,026,571 | AAPL, AGG, SDY, IJR | 13F-HR | 7/24/2024 | 000127857324000008 |
| Q1 2024 | 225 | 3,008,079 | AAPL, AGG, SDY, IJR | 13F-HR | 5/14/2024 | 000127857324000006 |
| Q4 2023 | 218 | 2,884,450 | AAPL, SCHZ, AGG, SDY | 13F-HR | 2/13/2024 | 000127857324000002 |
| Q3 2023 | 210 | 2,571,881 | AAPL, AGG, SPSB, SDY | 13F-HR | 11/14/2023 | 000127857323000013 |
| Q2 2023 | 213 | 2,682,027 | AAPL, AGG, SPSB, SDY | 13F-HR | 8/11/2023 | 000127857323000010 |
| Q1 2023 | 218 | 2,638,714 | AAPL, SPSB, AGG, SDY | 13F-HR | 5/5/2023 | 000127857323000008 |
| Q4 2022 | 199 | 2,513,457 | SPSB, SCHZ, AAPL, AGG | 13F-HR | 2/13/2023 | 000127857323000002 |
| Q3 2022 | 186 | 2,377,428 | SPSB, AAPL, AGG, SDY | 13F-HR | 11/14/2022 | 000127857322000010 |
| Q2 2022 | 192 | 2,479,340 | AAPL, AGG, SPSB, SDY | 13F-HR | 7/29/2022 | 000127857322000008 |
| Q1 2022 | 193 | 2,697,998 | AAPL, AGG, SDY, IJR | 13F-HR | 5/11/2022 | 000127857322000006 |
| Q4 2021 | 198 | 2,825,349 | AGG, AAPL, SDY, IJR | 13F-HR | 2/3/2022 | 000127857322000002 |
| Q3 2021 | 174 | 2,575,280 | AGG, AAPL, SDY, IJR | 13F-HR | 10/25/2021 | 000127857321000012 |
| Q2 2021 | 181 | 2,591,307 | AGG, AAPL, SDY, IJR | 13F-HR | 8/13/2021 | 000127857321000009 |
| Q1 2021 | 177 | 2,420,801 | AGG, AAPL, SDY, IJR | 13F-HR | 5/5/2021 | 000127857321000006 |
| Q4 2020 | 161 | 2,297,895 | AGG, AAPL, SDY, IJR | 13F-HR | 2/11/2021 | 000127857321000002 |
| Q3 2020 | 142 | 1,975,251 | AGG, AAPL, SDY, IJR | 13F-HR | 11/12/2020 | 000127857320000010 |
| Q2 2020 | 144 | 1,848,574 | AGG, AAPL, SDY, IJR | 13F-HR | 8/14/2020 | 000127857320000008 |
| Q1 2020 | 160 | 1,631,235 | AGG, IVV, SDY, AAPL | 13F-HR | 5/13/2020 | 000127857320000005 |
| Q4 2019 | 157 | 1,965,135 | AGG, IVV, SDY, AAPL | 13F-HR | 2/12/2020 | 000127857320000002 |
| Q3 2019 | 140 | 1,846,202 | AGG, IVV, SDY, VUG | 13F-HR | 11/13/2019 | 000127857319000011 |
| Q2 2019 | 567 | 1,816,231 | AGG, IVV, SDY, VUG | 13F-HR | 7/19/2019 | 000127857319000007 |
| Q1 2019 | 700 | 1,777,458 | AGG, IVV, SDY, VUG | 13F-HR | 5/1/2019 | 000127857319000005 |
| Q4 2018 | 506 | 1,661,680 | SCHZ, IVV, AGG, SDY | 13F-HR | 2/5/2019 | 000127857319000001 |
| Q3 2018 | 716 | 1,797,246 | IVV, AGG, SDY, VUG | 13F-HR | 11/7/2018 | 000127857318000006 |
| Q2 2018 | 513 | 1,665,068 | IVV, AGG, SDY, VUG | 13F-HR | 7/31/2018 | 000127857318000005 |
| Q1 2018 | 591 | 1,643,960 | IVV, AGG, SDY, VUG | 13F-HR | 4/5/2018 | 000127857318000004 |
| Q4 2017 | 155 | 1,646,770 | IVV, AGG, SDY, VUG | 13F-HR | 2/9/2018 | 000127857318000002 |
| Q3 2017 | 149 | 1,564,575 | IVV, AGG, SDY, VUG | 13F-HR | 11/9/2017 | 000127857317000007 |
| Q2 2017 | 152 | 1,500,125 | IVV, AGG, SDY, VUG | 13F-HR | 8/11/2017 | 000127857317000006 |
| Q1 2017 | 157 | 1,453,121 | AGG, IVV, SDY, VUG | 13F-HR | 5/5/2017 | 000127857317000005 |
| Q4 2016 | 168 | 1,361,826 | AGG, IVV, SDY, IJR | 13F-HR | 2/1/2017 | 000127857317000003 |
| Q3 2016 | 159 | 1,294,087 | AGG, IVV, SDY, IJR | 13F-HR | 11/14/2016 | 000127857316000023 |
| Q2 2016 | 148 | 1,214,196 | AGG, IVV, SDY, IJR | 13F-HR | 7/25/2016 | 000127857316000022 |
| Q1 2016 | 127 | 1,043,947 | AGG, IJR, VOO, IVV | 13F-HR | 4/20/2016 | 000127857316000021 |
| Q4 2015 | 127 | 1,043,947 | AGG, IJR, VOO, IVV | 13F-HR | 1/25/2016 | 000127857316000018 |
| Q3 2015 | 113 | 900,499 | IJR, IGSB, SCHB, STPZ | 13F-HR | 10/30/2015 | 000127857315000017 |
| Q2 2015 | 253 | 1,511,096 | IJR, SCHB, IGSB, IJH | 13F-HR | 10/2/2015 | 000127857315000014 |
| Q1 2015 | 104 | 922,627 | SCHB, IJR, IGSB, STPZ | 13F-HR | 4/14/2015 | 000127857315000004 |
| Q4 2014 | 119 | 988,404 | SCHB, IJR, IGSB, SDY | 13F-HR | 1/14/2015 | 000127857315000001 |
| Q3 2014 | 135 | 956,385 | SCHB, IJR, IGSB, STPZ | 13F-HR | 10/21/2014 | 000127857314000008 |
| Q2 2014 | 134 | 969,246 | IGSB, IJR, SDY, STPZ | 13F-HR | 7/21/2014 | 000127857314000007 |
| Q1 2014 | 126 | 934,193 | SCHB, IGSB, IJR, STPZ | 13F-HR | 4/11/2014 | 000127857314000003 |
| Q4 2013 | 108 | 953,310 | SCHB, IJR, IGSB, STPZ | 13F-HR | 1/30/2014 | 000127857314000001 |