| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 120 | 2,965,143 | VOO, VO, VEA, SCHX | 13F-HR | 5/5/2025 | 000131440425000002 |
| Q4 2024 | 112 | 2,931,811 | VOO, VO, VEA, SCHX | 13F-HR | 2/3/2025 | 000131440425000001 |
| Q3 2024 | 117 | 2,927,538 | VOO, VO, VEA, SCHX | 13F-HR | 10/22/2024 | 000131440424000005 |
| Q2 2024 | 117 | 2,678,093 | VOO, VO, VEA, SCHX | 13F-HR | 7/30/2024 | 000131440424000003 |
| Q1 2024 | 120 | 2,622,733 | VOO, VO, VEA, SCHX | 13F-HR | 4/30/2024 | 000131440424000002 |
| Q4 2023 | 121 | 2,384,599 | VOO, VO, VEA, SCHX | 13F-HR | 2/1/2024 | 000131440424000001 |
| Q3 2023 | 109 | 2,072,840 | VOO, VO, VEA, SCHX | 13F-HR | 10/31/2023 | 000131440423000004 |
| Q2 2023 | 111 | 2,133,200 | VOO, VO, VEA, SCHX | 13F-HR | 7/25/2023 | 000131440423000003 |
| Q1 2023 | 107 | 1,971,443 | VOO, VO, VEA, SCHX | 13F-HR | 4/12/2023 | 000131440423000002 |
| Q4 2022 | 102 | 1,822,461 | VOO, VO, VEA, SCHX | 13F-HR | 1/27/2023 | 000131440423000001 |
| Q3 2022 | 91 | 1,539,002 | VOO, VO, VEA, SCHX | 13F-HR | 10/17/2022 | 000131440422000004 |
| Q2 2022 | 94 | 1,612,569 | VOO, VO, VEA, SPY | 13F-HR | 7/26/2022 | 000131440422000003 |
| Q1 2022 | 86 | 1,991,463 | VOO, VO, VEA, SPY | 13F-HR | 4/27/2022 | 000131440422000002 |
| Q4 2021 | 82 | 1,954,342 | VOO, VO, VEA, SPY | 13F-HR | 1/25/2022 | 000131440422000001 |
| Q3 2021 | 82 | 1,791,723 | VOO, VO, VEA, SPY | 13F-HR | 10/19/2021 | 000131440421000004 |
| Q2 2021 | 84 | 1,777,202 | VOO, VO, VEA, SPY | 13F-HR | 7/29/2021 | 000131440421000003 |
| Q1 2021 | 82 | 1,618,008 | VOO, VO, VEA, SPY | 13F-HR | 5/5/2021 | 000131440421000002 |
| Q4 2020 | 80 | 1,453,963 | VOO, VO, VEA, SPY | 13F-HR | 2/3/2021 | 000131440421000001 |
| Q3 2020 | 70 | 1,233,954 | VOO, VO, SPY, IWR | 13F-HR | 10/23/2020 | 000131440420000004 |
| Q2 2020 | 74 | 1,139,518 | VOO, VO, SPY, IWR | 13F-HR | 7/17/2020 | 000131440420000003 |
| Q1 2020 | 72 | 937,549 | VOO, VO, SPY, IWR | 13F-HR | 4/15/2020 | 000131440420000002 |
| Q4 2019 | 78 | 1,027,782 | VOO, VO, SPY, IWR | 13F-HR | 1/21/2020 | 000131440420000001 |
| Q3 2019 | 72 | 955,622 | VOO, VO, SPY, IWR | 13F-HR | 10/24/2019 | 000131440419000004 |
| Q2 2019 | 73 | 932,858 | VOO, VO, SPY, IWR | 13F-HR | 8/2/2019 | 000131440419000003 |
| Q1 2019 | 70 | 858,936 | VOO, VO, SPY, IWR | 13F-HR | 5/13/2019 | 000131440419000002 |
| Q4 2018 | 66 | 870,692 | VOO, VO, SPY, IWR | 13F-HR | 1/24/2019 | 000131440419000001 |
| Q3 2018 | 70 | 954,626 | VOO, VO, SPY, IWR | 13F-HR | 11/6/2018 | 000131440418000004 |
| Q2 2018 | 68 | 908,500 | VOO, VO, SPY, IWR | 13F-HR | 8/2/2018 | 000131440418000003 |
| Q1 2018 | 61 | 848,787 | VOO, VO, VEA, SPY | 13F-HR | 4/25/2018 | 000131440418000002 |
| Q4 2017 | 63 | 841,615 | VOO, VO, VEA, SPY | 13F-HR | 1/30/2018 | 000131440418000001 |
| Q3 2017 | 56 | 778,801 | VOO, VO, VEA, SPY | 13F-HR | 10/17/2017 | 000131440417000005 |
| Q2 2017 | 56 | 803,098 | VOO, VO, VEA, SPY | 13F-HR | 7/19/2017 | 000131440417000004 |
| Q1 2017 | 57 | 757,585 | VOO, VO, SPY, VEA | 13F-HR | 4/26/2017 | 000131440417000003 |
| Q4 2016 | 55 | 654,976 | VOO, VO, SPY, IWR | 13F-HR | 2/1/2017 | 000131440417000002 |
| Q3 2016 | 52 | 612,974 | VOO, VO, SPY, IWR | 13F-HR | 10/12/2016 | 000131440416000008 |
| Q2 2016 | 52 | 578,985 | VOO, VO, SPY, IWR | 13F-HR | 7/21/2016 | 000131440416000007 |
| Q1 2016 | 56 | 533,119 | VOO, SPY, VO, IWR | 13F-HR | 4/21/2016 | 000131440416000006 |
| Q4 2015 | 57 | 473,554 | VEU, SPY, VOO, IWR | 13F-HR | 1/29/2016 | 000131440416000005 |
| Q3 2015 | 55 | 407,558 | VEU, SPY, VOO, VWO | 13F-HR | 10/29/2015 | 000131440415000004 |
| Q2 2015 | 56 | 432,823 | VEU, SPY, VOO, VWO | 13F-HR | 7/21/2015 | 000131440415000003 |
| Q1 2015 | 57 | 428,288 | VEU, SPY, VOO, VWO | 13F-HR | 4/27/2015 | 000131440415000002 |
| Q4 2014 | 56 | 383,321 | VEU, SPY, AMJ, VOO | 13F-HR | 1/22/2015 | 000131440415000001 |
| Q3 2014 | 55 | 359,885 | VEU, SPY, AMJ, VWO | 13F-HR | 10/21/2014 | 000131440414000004 |
| Q2 2014 | 55 | 354,705 | VEU, SPY, AMJ, VWO | 13F-HR | 7/23/2014 | 000131440414000003 |
| Q1 2014 | 55 | 328,008 | VEU, SPY, AMJ, VWO | 13F-HR | 4/24/2014 | 000131440414000002 |
| Q4 2013 | 53 | 337,103 | VEU, AMJ, SPY, VWO | 13F-HR | 1/24/2014 | 000131440414000001 |