| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 125 | 800,138 | VOO, SCHF, VGIT, IJR | 13F-HR | 10/31/2024 | 000133032524000005 |
| Q2 2024 | 120 | 701,440 | VOO, SCHF, IJR, VGIT | 13F-HR | 7/31/2024 | 000133032524000004 |
| Q1 2024 | 124 | 684,787 | VOO, SCHF, IJR, VGIT | 13F-HR | 4/26/2024 | 000133032524000003 |
| Q4 2023 | 123 | 615,349 | VOO, SCHF, IJR, VYM | 13F-HR | 1/31/2024 | 000133032524000002 |
| Q3 2023 | 117 | 563,909 | VOO, SCHF, VGIT, IJR | 13F-HR | 10/31/2023 | 000133032523000005 |
| Q2 2023 | 124 | 577,718 | VOO, SCHF, IJR, VGIT | 13F-HR | 7/31/2023 | 000133032523000004 |
| Q1 2023 | 122 | 545,712 | VOO, SCHF, IJR, VYM | 13F-HR | 4/24/2023 | 000133032523000003 |
| Q4 2022 | 119 | 515,954 | VOO, SCHF, IJR, VYM | 13F-HR | 1/18/2023 | 000133032523000002 |
| Q3 2022 | 109 | 461,535 | VOO, IJR, SCHF, VYM | 13F-HR | 10/31/2022 | 000133032522000006 |
| Q2 2022 | 113 | 492,881 | VOO, SCHF, IJR, BND | 13F-HR | 7/29/2022 | 000133032522000005 |
| Q1 2022 | 113 | 512,616 | VOO, SCHF, IJR, BND | 13F-HR | 4/25/2022 | 000133032522000004 |
| Q4 2021 | 110 | 483,629 | VOO, BND, SCHF, IJR | 13F-HR | 1/31/2022 | 000133032522000003 |
| Q3 2021 | 104 | 441,411 | VOO, BND, SCHF, IJR | 13F-HR | 10/29/2021 | 000133032521000006 |
| Q2 2021 | 130 | 440,586 | VOO, BND, SCHF, IJR | 13F-HR | 7/29/2021 | 000133032521000005 |
| Q1 2021 | 132 | 416,410 | VOO, BND, IJR, SCHF | 13F-HR | 4/28/2021 | 000133032521000004 |
| Q4 2020 | 128 | 393,470 | VOO, BND, BSV, SCHF | 13F-HR | 1/29/2021 | 000133032521000002 |
| Q3 2020 | 118 | 342,271 | VOO, BND, BSV, SCHF | 13F-HR | 10/30/2020 | 000133032520000010 |
| Q2 2020 | 114 | 326,688 | VOO, BND, BSV, SCHF | 13F-HR | 7/31/2020 | 000133032520000009 |
| Q1 2020 | 105 | 282,667 | VOO, BND, SHV, VYM | 13F-HR | 4/30/2020 | 000133032520000007 |
| Q4 2019 | 165 | 339,913 | VOO, BND, VYM, SCHF | 13F-HR | 1/31/2020 | 000133032520000006 |
| Q3 2019 | 148 | 324,834 | VOO, BND, VCSH, VYM | 13F-HR | 11/4/2019 | 000133032519000005 |
| Q2 2019 | 166 | 333,647 | VOO, VCSH, BND, VYM | 13F-HR | 8/8/2019 | 000133032519000004 |
| Q1 2019 | 217 | 374,815 | VCSH, VOO, BND, VYM | 13F-HR | 4/30/2019 | 000133032519000003 |
| Q4 2018 | 220 | 480,037 | VOO, VYM, VCSH, BND | 13F-HR | 2/7/2019 | 000133032519000001 |
| Q3 2018 | 226 | 445,027 | VOO, VYM, VCSH, SCHF | 13F-HR | 11/6/2018 | 000133032518000005 |
| Q2 2018 | 221 | 408,959 | VYM, VOO, VCSH, SCHF | 13F-HR | 8/10/2018 | 000133032518000004 |
| Q1 2018 | 231 | 398,228 | VYM, VOO, VCSH, SCHF | 13F-HR | 5/4/2018 | 000133032518000003 |
| Q4 2017 | 240 | 455,100 | VYM, VOO, VCSH, BND | 13F-HR | 2/2/2018 | 000133032518000002 |
| Q3 2017 | 231 | 439,696 | VYM, VOO, VCSH, PG | 13F-HR | 11/7/2017 | 000133032517000005 |
| Q2 2017 | 225 | 510,250 | VYM, VOO, VCSH, BND | 13F-HR | 8/4/2017 | 000133032517000004 |
| Q1 2017 | 256 | 751,525 | VYM, VOO, PG, DES | 13F-HR | 5/5/2017 | 000133032517000003 |
| Q4 2016 | 240 | 676,388 | VYM, VOO, PG, DES | 13F-HR | 2/7/2017 | 000133032517000002 |
| Q3 2016 | 200 | 484,263 | VYM, VOO, PG, DES | 13F-HR | 11/7/2016 | 000133032516000012 |
| Q2 2016 | 185 | 450,096 | VYM, PG, VOO, DES | 13F-HR | 8/5/2016 | 000133032516000011 |
| Q1 2016 | 189 | 453,305 | VYM, PG, VOO, DES | 13F-HR | 5/5/2016 | 000133032516000009 |
| Q4 2015 | 257 | 592,121 | VYM, CSGS, SR, PG | 13F-HR | 2/8/2016 | 000133032516000008 |
| Q3 2015 | 248 | 592,090 | VYM, RUTH, SR, CSGS | 13F-HR | 11/6/2015 | 000133032515000006 |
| Q2 2015 | 220 | 639,126 | VYM, CUBI, CSGS, SR | 13F-HR | 8/5/2015 | 000133032515000005 |
| Q1 2015 | 223 | 631,784 | VYM, PG, CUBI, CSGS | 13F-HR | 5/7/2015 | 000133032515000004 |
| Q4 2014 | 222 | 689,228 | LHO, SR, PG, VYM | 13F-HR | 2/5/2015 | 000133032515000002 |
| Q3 2014 | 238 | 727,091 | LHO, SR, CSGS, PG | 13F-HR | 11/10/2014 | 000133032514000022 |
| Q2 2014 | 244 | 1,439,712 | LHO, CR, NTGR, MTRN | 13F-HR | 8/12/2014 | 000133032514000020 |
| Q1 2014 | 209 | 1,405,084 | LHO, CR, PDS, MTRN | 13F-HR | 4/30/2014 | 000133032514000014 |
| Q4 2013 | 203 | 1,811,022 | LHO, MTRN, AHL, PDS | 13F-HR | 1/31/2014 | 000133032514000006 |