| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 85 | 208,627 | IVV, QQQ, IVW, SPY | 13F-HR | 8/13/2026 | 000121465926010064 |
| Q1 2026 | 87 | 185,579 | IVV, QQQ, IVW, SPY | 13F-HR | 5/14/2026 | 000121465926006146 |
| Q4 2025 | 82 | 179,904 | IVV, IVW, SPY, VUG | 13F-HR | 2/17/2026 | 000121465926001837 |
| Q3 2025 | 61 | 135,030 | IVV, QQQ, IVW, IJR | 13F-HR | 11/12/2025 | 000121465925016248 |
| Q2 2025 | 61 | 128,108 | IVV, QQQ, IVW, IJR | 13F-HR | 7/21/2025 | 000121465925010671 |
| Q1 2025 | 55 | 123,909 | IVV, QQQ, IVW, IJR | 13F-HR | 4/23/2025 | 000121465925006244 |
| Q4 2024 | 58 | 134,782 | IVV, QQQ, IVW, IJR | 13F-HR | 2/14/2025 | 000121465925002735 |
| Q3 2024 | 55 | 136,360 | IVV, QQQ, IVW, IJR | 13F-HR | 11/13/2024 | 000121465924018813 |
| Q2 2024 | 57 | 141,117 | IVV, QQQ, IVW, IJR | 13F-HR | 8/2/2024 | 000121465924013644 |
| Q1 2024 | 58 | 144,961 | IVV, QQQ, IVW, IJR | 13F-HR | 5/9/2024 | 000121465924008684 |
| Q4 2023 | 56 | 134,267 | QQQ, IVV, IJR, IVW | 13F-HR | 2/14/2024 | 000121465924002921 |
| Q3 2023 | 58 | 153,391 | QQQ, IVV, IVW, IJR | 13F-HR | 11/9/2023 | 000121465923014728 |
| Q2 2023 | 57 | 152,499 | QQQ, IVV, SHY, IJR | 13F-HR | 8/11/2023 | 000121465923011033 |
| Q1 2023 | 53 | 132,698 | SHV, QQQ, IVV, IJR | 13F-HR | 5/17/2023 | 000121465923007402 |
| Q4 2022 | 53 | 133,308 | SHV, IVV, QQQ, IJR | 13F-HR | 2/14/2023 | 000121465923002512 |
| Q3 2022 | 51 | 111,533 | BIL, IVV, IJR, SPD | 13F-HR | 10/11/2022 | 000121465922012142 |
| Q2 2022 | 59 | 134,739 | QQQ, BIL, IVV, IJR | 13F-HR | 7/13/2022 | 000121465922008815 |
| Q1 2022 | 62 | 153,628 | BIL, IVV, ESGU, IJR | 13F-HR | 4/22/2022 | 000121465922005629 |
| Q4 2021 | 62 | 152,368 | IVV, ESGU, QQQ, IJR | 13F-HR | 1/18/2022 | 000121465922000800 |
| Q3 2021 | 66 | 140,152 | IVV, IJR, IVW, VOO | 13F-HR | 10/18/2021 | 000121465921010572 |
| Q2 2021 | 67 | 144,741 | IJR, IVV, IVW, VOO | 13F-HR | 7/22/2021 | 000121465921007764 |
| Q1 2021 | 59 | 123,893 | VOO, IJR, IVV, IVW | 13F-HR | 4/20/2021 | 000121465921004346 |
| Q4 2020 | 55 | 113,216 | IJR, IVW, IVV, VOO | 13F-HR | 1/12/2021 | 000121465921000405 |
| Q3 2020 | 135 | 127,267 | IVW, IJH, VUG, SPHQ | 13F-HR | 11/9/2020 | 000121465920009256 |
| Q2 2020 | 50 | 96,040 | QQQ, VTV, SHY, VEA | 13F-HR | 7/6/2020 | 000121465920006130 |
| Q1 2020 | 50 | 96,930 | QQQ, VTV, SHY, VEA | 13F-HR | 4/8/2020 | 000121465920003239 |
| Q4 2019 | 80 | 1,014,466 | QQQ, IJH, IJR, USMV | 13F-HR | 1/7/2020 | 000121465920000181 |
| Q3 2019 | 83 | 921,615 | IJH, IJR, QQQ, SHV | 13F-HR | 10/3/2019 | 000121465919006205 |
| Q2 2019 | 82 | 827,797 | IJH, IJR, QQQ, IWB | 13F-HR | 7/8/2019 | 000121465919004534 |
| Q1 2019 | 70 | 820,300 | IJH, IJR, QQQ, IWB | 13F-HR | 5/14/2019 | 000121465919003449 |
| Q4 2018 | 57 | 630,402 | IJR, VOO, QQQ, IWR | 13F-HR | 2/13/2019 | 000121465919001056 |
| Q2 2016 | 59 | 55,883 | IVE, IVW, IVV, QQQ | 13F-HR | 7/27/2016 | 000158064216009862 |
| Q4 2015 | 61 | 53,749 | VOO, IVW, QQQ, IJR | 13F-HR | 1/22/2016 | 000158064216006330 |
| Q3 2015 | 65 | 76,321 | GVI, IJH, IJR, VOO | 13F-HR | 10/26/2015 | 000158064215004805 |
| Q2 2015 | 51 | 87,989 | RPG, GVI, IJH, IJR | 13F-HR | 7/20/2015 | 000158064215003047 |
| Q1 2015 | 48 | 76,823 | IJH, CSM, GVI, IVW | 13F-HR | 4/27/2015 | 000158064215001810 |
| Q4 2014 | 242 | 338,099 | CSM, VOO, GVI, RPG | 13F-HR | 1/28/2015 | 000158064215000385 |
| Q3 2014 | 40 | 97,533 | RPV, CSM, IJH, VOO | 13F-HR | 10/23/2014 | 000091047214004662 |
| Q2 2014 | 48 | 63,027 | RPG, CSM, VOO, RPV | 13F-HR | 7/28/2014 | 000091047214003150 |
| Q1 2014 | 56 | 239,949 | VOO, RPG, VUG, PWB | 13F-HR | 4/24/2014 | 000091047214001753 |
| Q4 2013 | 52 | 51,969 | VOO, GURU, RPG, GVI | RESTATEMENT | 2/5/2014 | 000091047214000389 |