| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 274 | 1,828,773 | IVV, VTI, VEA, AAPL | 13F-HR | 10/6/2026 | 000135254726000005 |
| Q2 2026 | 270 | 1,806,427 | IVV, VTI, VEA, BND | 13F-HR | 7/21/2026 | 000135254726000004 |
| Q1 2026 | 262 | 1,626,022 | IVV, VTI, VEA, SPTM | 13F-HR | 4/7/2026 | 000135254726000003 |
| Q4 2025 | 259 | 1,704,162 | IVV, VTI, SPTM, VEA | 13F-HR | 1/8/2026 | 000135254726000002 |
| Q3 2025 | 260 | 1,677,455 | IVV, VTI, SPTM, VEA | 13F-HR | 10/8/2025 | 000135254725000010 |
| Q2 2025 | 252 | 1,548,055 | IVV, VTI, SPTM, VEA | 13F-HR | 7/8/2025 | 000135254725000005 |
| Q1 2025 | 250 | 1,454,818 | IVV, VTI, SPTM, VEA | 13F-HR | 4/4/2025 | 000135254725000004 |
| Q4 2024 | 241 | 1,528,533 | IVV, VTI, SPTM, VXF | 13F-HR | 1/8/2025 | 000135254725000002 |
| Q3 2024 | 234 | 1,487,675 | IVV, VTI, VEA, VXF | 13F-HR | 10/7/2024 | 000135254724000005 |
| Q2 2024 | 232 | 1,407,547 | IVV, VTI, VEA, VXF | 13F-HR | 7/12/2024 | 000135254724000004 |
| Q1 2024 | 231 | 1,367,828 | IVV, VTI, VEA, VXF | 13F-HR | 4/10/2024 | 000135254724000003 |
| Q4 2023 | 225 | 1,257,743 | IVV, VTI, VEA, BND | 13F-HR | 1/10/2024 | 000135254724000002 |
| Q3 2023 | 234 | 1,161,593 | IVV, VTI, VEA, BND | 13F-HR | 10/11/2023 | 000135254723000007 |
| Q2 2023 | 227 | 1,209,407 | IVV, VTI, VEA, ITOT | 13F-HR | 7/7/2023 | 000135254723000006 |
| Q1 2023 | 228 | 1,172,801 | IVV, VTI, VEA, BND | 13F-HR | 4/12/2023 | 000135254723000004 |
| Q4 2022 | 226 | 1,106,245 | IVV, VTI, ITOT, ACWX | RESTATEMENT | 1/19/2023 | 000135254723000003 |
| Q3 2022 | 223 | 1,053,699 | IVV, ITOT, VTI, ACWX | 13F-HR | 10/6/2022 | 000135254722000006 |
| Q2 2022 | 224 | 1,117,061 | IVV, ITOT, VTI, AGG | 13F-HR | 7/7/2022 | 000135254722000005 |
| Q1 2022 | 239 | 1,288,183 | IVV, ITOT, VTI, ACWX | 13F-HR | 4/11/2022 | 000135254722000004 |
| Q4 2021 | 234 | 1,332,633 | IVV, ITOT, VTI, ACWX | 13F-HR | 1/12/2022 | 000135254722000001 |
| Q3 2021 | 227 | 1,235,810 | IVV, ITOT, AGG, ACWX | 13F-HR | 10/12/2021 | 000135254721000005 |
| Q2 2021 | 226 | 1,186,304 | IVV, AGG, VTI, ACWX | 13F-HR | 7/9/2021 | 000135254721000003 |
| Q1 2021 | 219 | 1,109,004 | IVV, VTI, BND, AGG | 13F-HR | 4/9/2021 | 000135254721000002 |
| Q4 2020 | 219 | 1,058,387 | IVV, BND, VTI, AGG | 13F-HR | 1/12/2021 | 000135254721000001 |
| Q3 2020 | 214 | 968,157 | IVV, BND, AGG, VTI | 13F-HR | 10/14/2020 | 000135254720000004 |
| Q2 2020 | 205 | 907,670 | IVV, BND, AGG, VTI | 13F-HR | 7/9/2020 | 000135254720000003 |
| Q1 2020 | 203 | 770,455 | IVV, AGG, ITOT, BND | 13F-HR | 4/23/2020 | 000135254720000002 |
| Q4 2019 | 233 | 955,836 | ITOT, IVV, AGG, SPHQ | 13F-HR | 1/14/2020 | 000135254720000001 |
| Q3 2019 | 228 | 894,152 | BND, IVV, ITOT, AGG | 13F-HR | 10/10/2019 | 000135254719000004 |
| Q2 2019 | 234 | 878,595 | BND, AGG, IVV, SPHQ | 13F-HR | 7/18/2019 | 000135254719000003 |
| Q1 2019 | 221 | 843,001 | BND, VEA, ISTB, SPHQ | 13F-HR | 4/11/2019 | 000135254719000002 |
| Q4 2018 | 222 | 774,201 | ISTB, VOO, VEA, VWO | 13F-HR | 1/16/2019 | 000135254719000001 |
| Q3 2018 | 229 | 884,781 | VEA, KMB, VWO, PRFZ | 13F-HR | 10/10/2018 | 000135254718000004 |
| Q2 2018 | 223 | 838,924 | VEA, VWO, KMB, SPTI | 13F-HR | 7/13/2018 | 000135254718000003 |
| Q1 2018 | 231 | 855,997 | VWO, VEA, KMB, PRFZ | 13F-HR | 4/13/2018 | 000135254718000002 |
| Q4 2017 | 234 | 856,867 | VEA, KMB, PRFZ, VWO | 13F-HR | 1/16/2018 | 000135254718000001 |
| Q3 2017 | 234 | 821,552 | VEA, KMB, PRFZ, SPLV | 13F-HR | 10/13/2017 | 000135254717000004 |
| Q2 2017 | 230 | 790,473 | KMB, PRFZ, SPLV, GVI | 13F-HR | 7/14/2017 | 000135254717000003 |
| Q1 2017 | 240 | 778,465 | KMB, PRFZ, GVI, PRF | 13F-HR | 4/11/2017 | 000135254717000002 |
| Q4 2016 | 237 | 736,632 | PRFZ, KMB, PRF, GVI | 13F-HR | 1/12/2017 | 000135254717000001 |
| Q3 2016 | 234 | 735,684 | KMB, PRF, GVI, PRFZ | 13F-HR | 10/12/2016 | 000135254716000013 |
| Q2 2016 | 227 | 687,771 | KMB, GVI, PRF, PRFZ | 13F-HR | 7/14/2016 | 000135254716000012 |
| Q1 2016 | 238 | 663,018 | KMB, GVI, PRF, PRFZ | 13F-HR | 4/21/2016 | 000135254716000011 |
| Q4 2015 | 237 | 657,887 | KMB, GVI, PRF, PRFZ | 13F-HR | 1/12/2016 | 000135254716000005 |
| Q3 2015 | 237 | 632,957 | GVI, KMB, PRFZ, PRF | 13F-HR | 10/9/2015 | 000135254715000004 |
| Q2 2015 | 245 | 663,560 | GVI, KMB, PRF, USMV | 13F-HR | 7/15/2015 | 000135254715000003 |
| Q1 2015 | 245 | 681,570 | KMB, GVI, PRF, RWO | 13F-HR | 4/13/2015 | 000135254715000002 |
| Q4 2014 | 253 | 681,734 | KMB, GVI, PRF, USMV | 13F-HR | 1/16/2015 | 000135254715000001 |
| Q3 2014 | 255 | 655,136 | KMB, GVI, PRF, RWO | 13F-HR | 10/14/2014 | 000135254714000011 |
| Q2 2014 | 254 | 647,144 | KMB, RWO, PRF, GVI | NEW HOLDINGS | 7/18/2014 | 000135254714000007 |
| Q2 2014 | 249 | 630,987 | KMB, RWO, PRF, GVI | 13F-HR | 7/15/2014 | 000135254714000006 |
| Q1 2014 | 229 | 573,275 | KMB, DJP, PRF, VQT | 13F-HR | 4/10/2014 | 000135254714000002 |
| Q4 2013 | 198 | 547,164 | KMB, VEA, FLOT, GVI | 13F-HR | 1/13/2014 | 000135254714000001 |