| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 536 | 1,381,532 | VOO, VUG, VTV, IJH | 13F-HR | 11/12/2024 | 000131734824000004 |
| Q2 2024 | 466 | 1,376,341 | VOO, VUG, VTV, IJH | 13F-HR | 8/14/2024 | 000131734824000003 |
| Q1 2024 | 453 | 1,342,913 | VOO, VUG, VTV, IJH | 13F-HR | 4/30/2024 | 000131734824000002 |
| Q4 2023 | 510 | 1,230,737 | VOO, VUG, VTV, IJH | 13F-HR | 1/30/2024 | 000131734824000001 |
| Q3 2023 | 380 | 1,143,013 | VOO, VUG, VTV, IJH | 13F-HR | 10/13/2023 | 000131734823000004 |
| Q2 2023 | 357 | 1,226,845 | VOO, VUG, VEA, VTV | 13F-HR | 8/8/2023 | 000131734823000003 |
| Q1 2023 | 468 | 1,245,144 | VOO, VUG, IJH, VEA | 13F-HR | 4/24/2023 | 000131734823000002 |
| Q4 2022 | 365 | 1,204,023 | VOO, VUG, IJH, VTV | 13F-HR | 2/2/2023 | 000131734823000001 |
| Q3 2022 | 371 | 1,110,961 | VOO, VUG, IJH, VTV | RESTATEMENT | 11/7/2022 | 000131734822000005 |
| Q2 2022 | 397 | 1,124,365 | VOO, VUG, IJH, VTV | 13F-HR | 8/15/2022 | 000131734822000003 |
| Q1 2022 | 315 | 1,407,636 | VUG, VOO, IJH, VTV | 13F-HR | 5/9/2022 | 000131734822000002 |
| Q4 2021 | 306 | 1,451,186 | VUG, VOO, IJH, VTV | 13F-HR | 2/15/2022 | 000131734822000001 |
| Q3 2021 | 242 | 1,254,151 | VUG, VOO, IJH, VEA | RESTATEMENT | 11/15/2021 | 000131734821000009 |
| Q2 2021 | 231 | 1,228,101 | VUG, VOO, IJH, VEA | 13F-HR | 8/2/2021 | 000131734821000004 |
| Q1 2021 | 199 | 1,099,421 | VUG, VOO, IJH, IVV | 13F-HR | 5/11/2021 | 000131734821000003 |
| Q4 2020 | 183 | 1,050,002 | VUG, VOO, IJH, IVV | 13F-HR | 2/1/2021 | 000131734821000001 |
| Q3 2020 | 165 | 959,816 | VUG, IVV, IJH, VOO | 13F-HR | 11/6/2020 | 000131734820000005 |
| Q2 2020 | 163 | 955,752 | IVV, VUG, IJH, VGSH | 13F-HR | 8/13/2020 | 000131734820000004 |
| Q1 2020 | 187 | 823,397 | IVV, IJH, VGSH, QUAL | 13F-HR | 5/7/2020 | 000131734820000003 |
| Q4 2019 | 187 | 1,185,719 | IVV, IJH, QUAL, VGSH | 13F-HR | 2/5/2020 | 000131734820000001 |
| Q3 2019 | 129 | 717,169 | IVV, IJH, QUAL, DBEF | 13F-HR | 11/8/2019 | 000131734819000007 |
| Q2 2019 | 125 | 684,234 | IVV, QUAL, DBEF, VGSH | 13F-HR | 8/1/2019 | 000131734819000004 |
| Q1 2019 | 122 | 749,216 | IVV, QUAL, DBEF, VGSH | 13F-HR | 4/30/2019 | 000131734819000003 |
| Q4 2018 | 128 | 736,861 | IVV, QUAL, DBEF, VGSH | 13F-HR | 2/13/2019 | 000131734819000001 |
| Q3 2018 | 106 | 630,715 | QUAL, DBEF, IVV, VGSH | 13F-HR | 10/23/2018 | 000131734818000003 |
| Q2 2018 | 108 | 619,544 | QUAL, IVV, DBEF, IEMG | 13F-HR | 8/8/2018 | 000131734818000002 |
| Q1 2018 | 117 | 606,510 | QUAL, DBEF, IVV, IEMG | 13F-HR | 5/9/2018 | 000117266118001014 |
| Q4 2017 | 121 | 630,258 | QUAL, DBEF, IVV, IEMG | 13F-HR | 2/5/2018 | 000117266118000254 |
| Q3 2017 | 126 | 608,388 | QUAL, DBEF, IVV, IEMG | 13F-HR | 11/6/2017 | 000117266117001879 |
| Q2 2017 | 138 | 692,522 | QUAL, DBEF, IVV, UNP | 13F-HR | 7/27/2017 | 000117266117001433 |
| Q1 2017 | 136 | 707,768 | QUAL, DBEF, IVV, UNP | 13F-HR | 5/9/2017 | 000117266117000963 |
| Q4 2016 | 138 | 659,559 | QUAL, DBEF, IVV, UNP | 13F-HR | 2/8/2017 | 000117266117000290 |
| Q3 2016 | 142 | 660,120 | QUAL, DBEF, IVV, UNP | 13F-HR | 11/7/2016 | 000117266116004102 |
| Q2 2016 | 134 | 628,654 | QUAL, IVV, UNP, DBEF | 13F-HR | 8/10/2016 | 000117266116003694 |
| Q1 2016 | 77 | 588,629 | QUAL, IVV, UNP, VNQ | 13F-HR | 5/12/2016 | 000117266116003239 |
| Q4 2015 | 77 | 583,993 | QUAL, IVV, UNP, VNQ | 13F-HR | 2/8/2016 | 000117266116002457 |
| Q3 2015 | 76 | 569,983 | QUAL, IVV, UNP, DBEF | 13F-HR | 10/22/2015 | 000117266115001817 |
| Q2 2015 | 78 | 601,167 | QUAL, DBEF, IVV, UNP | 13F-HR | 7/16/2015 | 000117266115001379 |
| Q1 2015 | 75 | 604,831 | QUAL, IVV, DBEF, UNP | 13F-HR | 4/30/2015 | 000117266115000974 |
| Q4 2014 | 83 | 615,284 | VEA, QUAL, IVV, UNP | 13F-HR | 2/3/2015 | 000117266115000223 |
| Q3 2014 | 76 | 596,354 | VEA, QUAL, IVV, UNP | 13F-HR | 11/5/2014 | 000117266114001678 |
| Q2 2014 | 77 | 601,177 | VEA, IVV, QUAL, UNP | 13F-HR | 8/1/2014 | 000117266114001303 |
| Q1 2014 | 72 | 573,388 | VEA, IVV, QUAL, UNP | 13F-HR | 5/5/2014 | 000117266114000936 |
| Q4 2013 | 67 | 554,803 | VEA, IVV, QUAL, UNP | 13F-HR | 1/28/2014 | 000117266114000179 |