| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 133 | 475,681 | VTI, VCSH, AAPL, BIV | 13F-HR | 4/30/2025 | 000133990825000002 |
| Q4 2024 | 134 | 479,135 | VTI, VCSH, AAPL, BIV | 13F-HR | 2/3/2025 | 000133990825000001 |
| Q3 2024 | 137 | 522,007 | VTI, VCSH, AAPL, BIV | 13F-HR | 10/31/2024 | 000133990824000006 |
| Q2 2024 | 133 | 492,205 | VTI, VCSH, AAPL, BIV | 13F-HR | 7/23/2024 | 000133990824000003 |
| Q1 2024 | 135 | 492,905 | VTI, VCSH, AAPL, BIV | 13F-HR | 4/29/2024 | 000133990824000002 |
| Q4 2023 | 132 | 465,332 | VTI, VCSH, AAPL, BIV | 13F-HR | 1/31/2024 | 000133990824000001 |
| Q3 2023 | 126 | 437,899 | VTI, VCSH, AAPL, BIV | 13F-HR | 11/1/2023 | 000133990823000004 |
| Q2 2023 | 129 | 468,559 | VTI, VCSH, AAPL, BIV | 13F-HR | 7/31/2023 | 000133990823000003 |
| Q1 2023 | 126 | 452,032 | VTI, VCSH, BIV, AAPL | 13F-HR | 5/4/2023 | 000133990823000002 |
| Q4 2022 | 124 | 442,159 | VTI, VCSH, BIV, DVY | 13F-HR | 1/31/2023 | 000133990823000001 |
| Q3 2022 | 121 | 412,218 | VTI, VCSH, BIV, AAPL | 13F-HR | 11/9/2022 | 000133990822000004 |
| Q2 2022 | 121 | 437,538 | VTI, VCSH, BIV, DVY | 13F-HR | 8/8/2022 | 000133990822000003 |
| Q1 2022 | 128 | 494,944 | VTI, VCSH, BIV, AAPL | 13F-HR | 5/10/2022 | 000133990822000002 |
| Q4 2021 | 131 | 520,212 | VTI, VCSH, BIV, AAPL | 13F-HR | 1/31/2022 | 000133990822000001 |
| Q3 2021 | 127 | 480,138 | VTI, VCSH, BIV, AAPL | 13F-HR | 10/20/2021 | 000133990821000005 |
| Q2 2021 | 130 | 483,533 | VTI, VCSH, BIV, AAPL | 13F-HR | 8/6/2021 | 000133990821000004 |
| Q1 2021 | 124 | 459,586 | VTI, VCSH, BIV, DVY | 13F-HR | 5/6/2021 | 000133990821000002 |
| Q4 2020 | 121 | 450,520 | VTI, VCSH, BIV, AAPL | 13F-HR | 2/11/2021 | 000133990821000001 |
| Q3 2020 | 116 | 414,133 | VTI, VCSH, BIV, AAPL | 13F-HR | 11/6/2020 | 000133990820000004 |
| Q2 2020 | 113 | 392,456 | VTI, VCSH, BIV, AAPL | 13F-HR | 8/4/2020 | 000133990820000003 |
| Q1 2020 | 109 | 347,813 | VTI, VCSH, BIV, IEFA | 13F-HR | 4/23/2020 | 000133990820000002 |
| Q4 2019 | 121 | 406,977 | VTI, VCSH, BIV, DVY | 13F-HR | 1/30/2020 | 000133990820000001 |
| Q3 2019 | 120 | 370,012 | VTI, VCSH, BIV, DVY | 13F-HR | 11/6/2019 | 000133990819000004 |
| Q2 2019 | 122 | 364,581 | VTI, VCSH, BIV, DVY | 13F-HR | 7/17/2019 | 000133990819000003 |
| Q1 2019 | 121 | 363,859 | VTI, VCSH, BIV, DVY | 13F-HR | 5/7/2019 | 000133990819000002 |
| Q4 2018 | 118 | 335,193 | VTI, VCSH, BIV, DVY | 13F-HR | 1/18/2019 | 000133990819000001 |
| Q3 2018 | 128 | 376,997 | VTI, VCSH, BIV, DVY | 13F-HR | 10/30/2018 | 000133990818000004 |
| Q2 2018 | 127 | 365,144 | VTI, VCSH, BIV, DVY | 13F-HR | 7/31/2018 | 000133990818000003 |
| Q1 2018 | 126 | 362,927 | VTI, VCSH, BIV, DVY | 13F-HR | 4/27/2018 | 000133990818000002 |
| Q4 2017 | 125 | 372,520 | VTI, VCSH, BIV, DVY | 13F-HR | 1/17/2018 | 000133990818000001 |
| Q3 2017 | 120 | 355,888 | VTI, VCSH, BIV, DVY | 13F-HR | 10/25/2017 | 000133990817000004 |
| Q2 2017 | 118 | 343,014 | VTI, VCSH, BIV, DVY | 13F-HR | 7/31/2017 | 000133990817000003 |
| Q1 2017 | 116 | 338,445 | VTI, VCSH, BIV, DVY | 13F-HR | 4/14/2017 | 000133990817000002 |
| Q4 2016 | 116 | 325,890 | VCSH, VTI, BIV, DVY | 13F-HR | 1/18/2017 | 000133990817000001 |
| Q3 2016 | 112 | 324,577 | VCSH, VTI, BIV, DVY | 13F-HR | 10/20/2016 | 000133990816000008 |
| Q2 2016 | 112 | 314,256 | VCSH, VTI, BIV, DVY | 13F-HR | 7/6/2016 | 000133990816000007 |
| Q1 2016 | 111 | 313,834 | VCSH, VTI, BIV, DVY | 13F-HR | 4/22/2016 | 000133990816000006 |
| Q4 2015 | 110 | 302,501 | VCSH, VTI, BIV, DVY | 13F-HR | 1/22/2016 | 000133990816000005 |
| Q3 2015 | 111 | 294,333 | VCSH, VTI, BIV, DVY | 13F-HR | 10/29/2015 | 000133990815000004 |
| Q2 2015 | 111 | 307,203 | VCSH, VTI, BIV, DVY | 13F-HR | 7/22/2015 | 000133990815000003 |
| Q1 2015 | 112 | 319,202 | VCSH, VTI, BIV, DVY | 13F-HR | 4/27/2015 | 000133990815000002 |
| Q4 2014 | 114 | 315,737 | VCSH, VTI, BIV, DVY | 13F-HR | 1/22/2015 | 000133990815000001 |
| Q3 2014 | 109 | 300,481 | VCSH, VTI, BIV, DVY | 13F-HR | 10/27/2014 | 000133990814000004 |
| Q2 2014 | 107 | 295,899 | VCSH, VTI, BIV, DVY | 13F-HR | 8/8/2014 | 000133990814000003 |
| Q1 2014 | 108 | 287,486 | VCSH, VTI, BIV, DVY | 13F-HR | 4/25/2014 | 000133990814000002 |
| Q4 2013 | 104 | 282,195 | VCSH, VTI, BIV, DVY | 13F-HR | 1/22/2014 | 000133990814000001 |