| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 258 | 1,293,932 | IVV, DFCF, DFIC, DFSD | 13F-HR | 4/30/2025 | 000139834425008201 |
| Q4 2024 | 259 | 1,271,554 | IVV, DFCF, DFSD, DFIC | 13F-HR | 2/10/2025 | 000139834425002272 |
| Q3 2024 | 276 | 1,289,706 | IVV, IJH, IXUS, IVE | 13F-HR | 11/7/2024 | 000139834424020182 |
| Q2 2024 | 272 | 1,212,383 | IVV, IJH, IXUS, IVE | 13F-HR | 8/8/2024 | 000139834424014104 |
| Q1 2024 | 263 | 1,221,200 | IVV, IJH, IXUS, IVE | 13F-HR | 4/23/2024 | 000139834424007481 |
| Q4 2023 | 252 | 1,151,274 | IVV, IJH, IXUS, DIMENSIONAL ETF TRUST | 13F-HR | 1/25/2024 | 000139834424001055 |
| Q3 2023 | 238 | 1,054,493 | IVV, IJH, IXUS, IVE | 13F-HR | 11/9/2023 | 000139834423020329 |
| Q2 2023 | 237 | 1,077,609 | IVV, IJH, IXUS, IVE | 13F-HR | 8/11/2023 | 000139834423014669 |
| Q1 2023 | 237 | 1,036,178 | IVV, IJH, IXUS, IVE | 13F-HR | 5/8/2023 | 000139834423009111 |
| Q4 2022 | 225 | 983,031 | IVV, IJH, IXUS, IVE | 13F-HR | 1/24/2023 | 000139834423000933 |
| Q3 2022 | 224 | 907,290 | IVV, IJH, IVE, IXUS | 13F-HR | 11/8/2022 | 000139834422021631 |
| Q2 2022 | 104 | 922,605 | IVV, IJH, IVE, IXUS | 13F-HR | 7/22/2022 | 000139834422013908 |
| Q1 2022 | 139 | 1,056,825 | IVV, IJH, LRGF, AGG | 13F-HR | 5/6/2022 | 000139834422008917 |
| Q4 2021 | 90 | 1,020,870 | IVV, IJH, AGG, LRGF | 13F-HR | 2/7/2022 | 000139834422002272 |
| Q3 2021 | 90 | 966,020 | IVV, IJH, AGG, LRGF | 13F-HR | 11/9/2021 | 000110465921136114 |
| Q2 2021 | 89 | 970,334 | IVV, IJH, AGG, IXUS | 13F-HR | 8/10/2021 | 000110465921102697 |
| Q1 2021 | 85 | 813,243 | IVV, IJH, AGG, IVE | 13F-HR | 5/17/2021 | 000110465921067556 |
| Q4 2020 | 86 | 732,277 | IVV, IJH, AGG, IXUS | 13F-HR | 2/16/2021 | 000110465921023444 |
| Q3 2020 | 84 | 639,087 | IVV, AGG, IJH, IVE | 13F-HR | 11/6/2020 | 000110465920122438 |
| Q2 2020 | 83 | 610,906 | IVV, AGG, IJH, IVE | 13F-HR | 8/7/2020 | 000110465920091928 |
| Q1 2020 | 82 | 504,203 | IVV, AGG, IJH, IVE | 13F-HR | 5/15/2020 | 000110465920062359 |
| Q4 2019 | 78 | 609,977 | IVV, IJH, AGG, IVE | 13F-HR | 2/19/2020 | 000110465920022772 |
| Q3 2019 | 76 | 568,706 | IVV, IJH, AGG, IVE | 13F-HR | 11/12/2019 | 000110465919062398 |
| Q2 2019 | 76 | 546,024 | IVV, IJH, AGG, IVE | 13F-HR | 8/6/2019 | 000114420419037864 |
| Q1 2019 | 78 | 524,509 | IVV, IJH, IVE, AGG | 13F-HR | 5/7/2019 | 000114420419024212 |
| Q4 2018 | 77 | 468,008 | IVV, IJH, AGG, IVE | 13F-HR | 2/4/2019 | 000114420419004598 |
| Q3 2018 | 71 | 486,023 | IJH, IVV, IVE, AGG | 13F-HR | 11/14/2018 | 000114420418060008 |
| Q2 2018 | 69 | 473,525 | IJH, IVV, IVE, AGG | 13F-HR | 8/9/2018 | 000114420418043313 |
| Q1 2018 | 70 | 461,489 | IJH, IVV, IVE, AGG | 13F-HR | 5/11/2018 | 000114420418027397 |
| Q4 2017 | 68 | 474,428 | IJH, IVV, IVE, AGG | 13F-HR | 2/1/2018 | 000114420418005166 |
| Q3 2017 | 71 | 456,697 | IJH, IVV, IVE, AGG | 13F-HR | 11/14/2017 | 000114420417058501 |
| Q2 2017 | 70 | 437,817 | IJH, IVV, IVE, AGG | 13F-HR | 8/11/2017 | 000114420417042311 |
| Q1 2017 | 68 | 412,694 | IJH, IVE, IVV, AGG | 13F-HR | 5/11/2017 | 000114420417026261 |
| Q4 2016 | 67 | 399,582 | IJH, IVE, IVV, AGG | 13F-HR | 2/1/2017 | 000114420417005250 |
| Q3 2016 | 66 | 376,148 | IJH, IVV, IVE, AGG | 13F-HR | 11/1/2016 | 000114420416130636 |
| Q2 2016 | 63 | 373,515 | IJH, IVE, IVV, AGG | 13F-HR | 8/8/2016 | 000114420416117225 |
| Q1 2016 | 61 | 360,458 | IJH, IVV, IVE, AGG | 13F-HR | 5/5/2016 | 000114420416099246 |
| Q4 2015 | 60 | 330,689 | IJH, IVV, IVE, AGG | 13F-HR | 1/27/2016 | 000108514616002679 |
| Q3 2015 | 63 | 342,987 | IJH, IVV, IVE, AGG | 13F-HR | 10/23/2015 | 000108514615002070 |
| Q2 2015 | 63 | 361,987 | IJH, IVV, IVE, AGG | 13F-HR | 7/28/2015 | 000108514615001525 |
| Q1 2015 | 64 | 365,431 | IJH, IVV, IVE, AGG | 13F-HR | 4/29/2015 | 000108514615001006 |
| Q4 2014 | 68 | 349,026 | IJH, IVV, IVE, BND | 13F-HR | 1/23/2015 | 000108514615000145 |
| Q3 2014 | 70 | 330,979 | IJH, IVV, IVE, BND | 13F-HR | 10/22/2014 | 000108514614001932 |
| Q2 2014 | 65 | 334,982 | IJH, IVV, IVE, BND | 13F-HR | 7/21/2014 | 000108514614001368 |
| Q1 2014 | 65 | 318,206 | IJH, IVV, IVE, BND | 13F-HR | 4/25/2014 | 000108514614000913 |
| Q4 2013 | 61 | 301,527 | IJH, IVV, IVE, BND | 13F-HR | 1/23/2014 | 000108514614000138 |