| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 857 | 16,750,869 | IVV, IJH, VEA, IJR | 13F-HR | 8/10/2026 | 000128176126000058 |
| Q1 2026 | 861 | 15,400,884 | IVV, IJH, VEA, IJR | 13F-HR | 5/5/2026 | 000128176126000033 |
| Q4 2025 | 838 | 15,622,059 | IVV, IJH, MSFT, VEA | 13F-HR | 1/27/2026 | 000128176126000007 |
| Q3 2025 | 704 | 15,537,535 | OEF, VOO, MSFT, VEA | 13F-HR | 11/19/2025 | 000128176125000083 |
| Q3 2025 | 837 | 15,354,713 | IVV, MSFT, IJH, VEA | NEW HOLDINGS | 11/19/2025 | 000128176125000084 |
| Q2 2025 | 848 | 14,522,400 | IVV, MSFT, IJH, VEA | 13F-HR | 7/29/2025 | 000128176125000060 |
| Q1 2025 | 814 | 13,421,578 | IVV, MSFT, IJH, VEA | 13F-HR | 5/8/2025 | 000128176125000046 |
| Q4 2024 | 816 | 13,615,871 | IVV, MSFT, IJH, IJR | 13F-HR | 2/14/2025 | 000128176125000004 |
| Q3 2024 | 832 | 13,897,188 | IVV, MSFT, IJH, IJR | 13F-HR | 11/14/2024 | 000128176124000100 |
| Q2 2024 | 824 | 13,155,138 | IVV, MSFT, IJH, IJR | 13F-HR | 7/31/2024 | 000128176124000058 |
| Q1 2024 | 835 | 13,175,633 | IVV, MSFT, IJH, IJR | 13F-HR | 4/23/2024 | 000128176124000023 |
| Q4 2023 | 818 | 12,140,228 | IVV, MSFT, IJH, IJR | 13F-HR | 2/6/2024 | 000128176124000004 |
| Q3 2023 | 799 | 11,119,638 | IVV, MSFT, IJH, IJR | 13F-HR | 11/1/2023 | 000128176123000051 |
| Q2 2023 | 818 | 11,573,925 | IVV, MSFT, IJH, IJR | 13F-HR | 8/9/2023 | 000128176123000046 |
| Q1 2023 | 833 | 11,141,046 | IVV, MSFT, IJH, IJR | 13F-HR | 5/12/2023 | 000128176123000033 |
| Q4 2022 | 827 | 10,878,630 | IVV, IJH, IJR, MSFT | 13F-HR | 2/6/2023 | 000128176123000004 |
| Q3 2022 | 817 | 9,918,665 | IVV, IJH, IJR, MSFT | 13F-HR | 11/3/2022 | 000128176122000061 |
| Q2 2022 | 854 | 10,514,158 | IVV, IJH, IJR, MSFT | 13F-HR | 7/25/2022 | 000128176122000041 |
| Q1 2022 | 905 | 12,390,759 | IVV, IJH, MSFT, IJR | 13F-HR | 4/25/2022 | 000128176122000026 |
| Q4 2021 | 924 | 12,826,016 | IVV, MSFT, IJH, IJR | 13F-HR | 1/31/2022 | 000128176122000004 |
| Q3 2021 | 893 | 11,569,966 | IVV, IJH, MSFT, IJR | 13F-HR | 11/3/2021 | 000128176121000080 |
| Q2 2021 | 907 | 11,567,520 | IVV, IJH, MSFT, IJR | 13F-HR | 7/26/2021 | 000128176121000063 |
| Q1 2021 | 856 | 11,040,041 | IVV, IJH, IJR, MSFT | 13F-HR | 6/2/2021 | 000128176121000047 |
| Q4 2020 | 835 | 10,375,559 | IVV, IJH, MSFT, IJR | 13F-HR | 2/5/2021 | 000128176121000004 |
| Q3 2020 | 800 | 9,168,029 | IVV, MSFT, IJH, AAPL | 13F-HR | 10/15/2020 | 000128176120000078 |
| Q2 2020 | 807 | 8,592,640 | IVV, MSFT, IJH, IJR | 13F-HR | 7/27/2020 | 000128176120000068 |
| Q1 2020 | 802 | 7,514,413 | IVV, MSFT, IJH, IJR | 13F-HR | 4/29/2020 | 000128176120000044 |
| Q4 2019 | 817 | 9,533,185 | IVV, IJH, IJR, MSFT | 13F-HR | 2/3/2020 | 000128176120000006 |
| Q3 2019 | 810 | 9,005,539 | IVV, IJH, IJR, MSFT | 13F-HR | 10/24/2019 | 000128176119000087 |
| Q2 2019 | 823 | 8,863,930 | IVV, IJH, IJR, MSFT | 13F-HR | 7/19/2019 | 000128176119000063 |
| Q1 2019 | 1,988 | 8,685,554 | IVV, IJH, IJR, MSFT | 13F-HR | 4/19/2019 | 000128176119000040 |
| Q4 2018 | 1,956 | 8,000,955 | IVV, IJH, IJR, MSFT | 13F-HR | 1/28/2019 | 000128176119000007 |
| Q3 2018 | 1,995 | 9,272,086 | IVV, IJH, IJR, MSFT | 13F-HR | 10/22/2018 | 000128176118000106 |
| Q2 2018 | 2,097 | 8,856,442 | IVV, IJH, IJR, VEA | 13F-HR | 7/26/2018 | 000128176118000083 |
| Q1 2018 | 2,007 | 8,911,168 | IVV, IJH, VEA, IJR | 13F-HR | 4/18/2018 | 000128176118000032 |
| Q4 2017 | 2,037 | 9,242,761 | IVV, IJH, IJR, VEA | 13F-HR | 1/18/2018 | 000128176118000002 |
| Q3 2017 | 869 | 8,803,770 | IVV, IJH, IJR, XOM | 13F-HR | 10/23/2017 | 000128176117000089 |
| Q2 2017 | 886 | 8,520,257 | IVV, IJH, XOM, IJR | 13F-HR | 7/31/2017 | 000128176117000076 |
| Q1 2017 | 875 | 8,446,798 | IJH, IVV, XOM, IJR | 13F-HR | 5/2/2017 | 000128176117000042 |
| Q4 2016 | 882 | 8,168,075 | XOM, IJH, JPM, IVV | 13F-HR | 2/3/2017 | 000128176117000011 |
| Q3 2016 | 884 | 7,758,486 | XOM, IJH, JPM, IVV | 13F-HR | 10/28/2016 | 000128176116000187 |
| Q2 2016 | 860 | 7,712,142 | XOM, IJH, T, IVV | 13F-HR | 7/26/2016 | 000128176116000152 |
| Q1 2016 | 887 | 7,543,247 | XOM, IJH, IVV, GE | 13F-HR | 5/2/2016 | 000128176116000124 |
| Q4 2015 | 911 | 7,454,319 | IJH, XOM, JPM, SNA | 13F-HR | 1/29/2016 | 000128176116000095 |
| Q3 2015 | 916 | 7,018,128 | IJH, XOM, JPM, TMK | 13F-HR | 10/20/2015 | 000128176115000075 |
| Q2 2015 | 917 | 7,532,700 | XOM, IJH, JPM, TMK | 13F-HR | 7/14/2015 | 000128176115000055 |
| Q1 2015 | 916 | 7,781,059 | XOM, IJH, EFA, PG | 13F-HR | 4/23/2015 | 000128176115000037 |
| Q4 2014 | 927 | 7,713,280 | XOM, IJH, JNJ, PG | 13F-HR | 1/21/2015 | 000128176115000008 |
| Q3 2014 | 1,109 | 8,016,413 | XOM, JNJ, IJH, JPM | 13F-HR | 10/27/2014 | 000128176114000070 |
| Q2 2014 | 1,104 | 8,163,056 | XOM, JNJ, CVX, IJH | 13F-HR | 7/23/2014 | 000128176114000045 |
| Q1 2014 | 1,093 | 7,882,236 | XOM, JNJ, JPM, CVX | 13F-HR | 4/17/2014 | 000128176114000016 |
| Q4 2013 | 1,102 | 8,092,506 | SPY, XOM, CVX, JPM | 13F-HR | 1/27/2014 | 000128176114000003 |