| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 2,227 | 16,481,539 | IVV, VONG, AGG, SCHD | 13F-HR | 5/6/2025 | 000108514625002657 |
| Q4 2024 | 2,179 | 15,923,082 | VONG, IVV, AGG, SCHD | 13F-HR | 2/10/2025 | 000108514625000923 |
| Q3 2024 | 2,119 | 15,235,030 | IVV, VONG, AGG, SCHD | 13F-HR | 11/13/2024 | 000108514624005662 |
| Q2 2024 | 2,071 | 14,024,741 | VONG, IVV, SCHD, BSV | 13F-HR | 8/9/2024 | 000108514624003622 |
| Q1 2024 | 1,650 | 11,266,408 | VONG, IVV, SCHD, IEFA | 13F-HR | 5/8/2024 | 000108514624002310 |
| Q4 2023 | 1,570 | 10,074,549 | VONG, IVV, SCHD, BSV | 13F-HR | 2/7/2024 | 000108514624000829 |
| Q3 2023 | 1,544 | 8,932,692 | VONG, IVV, SCHD, BSV | 13F-HR | 11/7/2023 | 000108514623004176 |
| Q2 2023 | 1,505 | 8,747,405 | IVV, SCHD, JPST, BSV | 13F-HR | 8/11/2023 | 000108514623003283 |
| Q1 2023 | 1,484 | 8,163,548 | IVV, SCHD, JPST, BSV | 13F-HR | 4/28/2023 | 000108514623001983 |
| Q4 2022 | 1,421 | 7,498,187 | IVV, SCHD, JPST, BSV | 13F-HR | 2/13/2023 | 000108514623001116 |
| Q3 2022 | 1,328 | 6,512,892 | IVV, JPST, BSV, SCHD | 13F-HR | 11/1/2022 | 000108514622003708 |
| Q2 2022 | 1,298 | 6,634,291 | IVV, JPST, BSV, SCHD | 13F-HR | 8/1/2022 | 000108514622002708 |
| Q1 2022 | 1,277 | 7,277,593 | IVV, JPST, BSV, SCHD | 13F-HR | 4/26/2022 | 000108514622001587 |
| Q4 2021 | 1,243 | 6,636,334 | IVV, AGG, SCHD, IWM | 13F-HR | 1/24/2022 | 000108514622000277 |
| Q3 2021 | 1,175 | 5,997,131 | IVV, AGG, NXTG, SCHD | 13F-HR | 10/20/2021 | 000108514621002864 |
| Q2 2021 | 1,136 | 5,510,187 | IVV, AGG, NXTG, IWM | 13F-HR | 7/29/2021 | 000108514621002140 |
| Q1 2021 | 1,029 | 4,655,545 | IVV, NXTG, AGG, IWM | 13F-HR | 5/13/2021 | 000108514621001621 |
| Q4 2020 | 932 | 4,205,597 | IVV, NXTG, AGG, IWM | 13F-HR | 1/22/2021 | 000108514621000224 |
| Q3 2020 | 1,375 | 6,235,191 | IVV, AGG, NXTG, IWM | 13F-HR | 10/14/2020 | 000108514620002523 |
| Q2 2020 | 851 | 3,468,697 | IVV, NXTG, AGG, IWM | 13F-HR | 8/6/2020 | 000108514620002023 |
| Q1 2020 | 801 | 3,350,980 | IVV, IWM, AGG, IWR | 13F-HR | 4/30/2020 | 000108514620001264 |
| Q4 2019 | 830 | 4,312,704 | IVV, IWM, VRAI, VPC | 13F-HR | 2/14/2020 | 000108514620000715 |
| Q3 2019 | 566 | 2,472,800 | VRAI, VPC, IWM, IWR | 13F-HR | 11/8/2019 | 000108514619002803 |
| Q2 2019 | 514 | 2,268,295 | VRAI, IWM, VPC, IWR | 13F-HR | 8/6/2019 | 000108514619002092 |
| Q1 2019 | 484 | 1,880,881 | VRAI, IWM, VPC, IWR | 13F-HR | 5/13/2019 | 000108514619001474 |
| Q4 2018 | 405 | 594,976 | AAPL, IVV, IWM, RODM | 13F-HR | 2/13/2019 | 000108514619000670 |