| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 427 | 6,087,487 | VTI, VEU, HELO, VCRB | 13F-HR | 10/13/2026 | 000135286426000014 |
| Q2 2026 | 433 | 5,987,933 | VTI, VEU, HELO, VCRB | 13F-HR | 8/10/2026 | 000135286426000006 |
| Q1 2026 | 399 | 5,268,115 | VTI, VEU, HELO, VCRB | 13F-HR | 5/1/2026 | 000135286426000002 |
| Q4 2025 | 405 | 5,296,291 | VTI, VEU, HELO, SCHB | 13F-HR | 2/10/2026 | 000135286426000001 |
| Q3 2025 | 402 | 5,035,095 | VTI, VEU, SCHB, HELO | 13F-HR | 10/29/2025 | 000135286425000006 |
| Q2 2025 | 396 | 4,635,374 | VTI, VEU, SCHB, VOO | 13F-HR | 7/29/2025 | 000108514625004245 |
| Q1 2025 | 389 | 4,169,970 | VTI, VEU, AGG, VOO | 13F-HR | 5/13/2025 | 000108514625003049 |
| Q4 2024 | 419 | 4,339,274 | VTI, VEU, VOO, AGG | 13F-HR | 2/3/2025 | 000108514625000729 |
| Q3 2024 | 428 | 4,351,214 | VTI, VEU, VOO, AGG | 13F-HR | 11/14/2024 | 000108514624005796 |
| Q2 2024 | 399 | 4,006,578 | VTI, VEU, AGG, VOO | 13F-HR | 8/9/2024 | 000108514624003628 |
| Q1 2024 | 393 | 3,935,143 | VTI, VEU, AGG, SCHB | 13F-HR | 4/19/2024 | 000108514624001920 |
| Q4 2023 | 384 | 3,591,824 | VTI, VEU, AGG, SCHB | 13F-HR | 1/11/2024 | 000108514624000215 |
| Q3 2023 | 385 | 3,314,245 | VTI, VEU, AGG, SCZ | 13F-HR | 10/25/2023 | 000108514623003926 |
| Q2 2023 | 407 | 3,413,102 | VTI, VEU, SCZ, SCHB | 13F-HR | 8/8/2023 | 000108514623003163 |
| Q1 2023 | 408 | 3,054,546 | VTI, VEU, SCZ, DFAC | 13F-HR | 4/26/2023 | 000108514623001914 |
| Q4 2022 | 387 | 2,860,725 | VTI, VEU, SCZ, IVV | 13F-HR | 2/2/2023 | 000108514623000614 |
| Q3 2022 | 382 | 2,477,410 | VTI, VEU, SCZ, IVV | 13F-HR | 10/13/2022 | 000108514622003392 |
| Q2 2022 | 386 | 2,471,834 | VTI, VEU, SCZ, IJH | 13F-HR | 7/21/2022 | 000108514622002509 |
| Q1 2022 | 297 | 2,360,753 | VTI, VEU, SCZ, IJH | 13F-HR | 5/9/2022 | 000108514622001878 |
| Q4 2021 | 285 | 2,376,888 | VTI, VEU, SCZ, IJH | 13F-HR | 1/13/2022 | 000108514622000121 |
| Q3 2021 | 272 | 2,176,343 | VTI, VEU, SCZ, IJH | 13F-HR | 10/14/2021 | 000108514621002786 |
| Q2 2021 | 261 | 2,149,019 | VTI, VEU, SCZ, IJH | 13F-HR | 7/13/2021 | 000108514621001968 |
| Q1 2021 | 269 | 2,013,273 | VTI, VEU, SCZ, IJH | 13F-HR | 4/22/2021 | 000108514621001285 |
| Q4 2020 | 355 | 1,996,336 | VTI, VEU, SCZ, IVV | 13F-HR | 1/22/2021 | 000108514621000215 |
| Q3 2020 | 322 | 1,717,194 | VTI, VEU, SCZ, IVV | 13F-HR | 11/5/2020 | 000108514620002750 |
| Q2 2020 | 308 | 1,543,945 | VTI, VEU, SCZ, IVV | 13F-HR | 7/15/2020 | 000108514620001780 |
| Q1 2020 | 283 | 1,219,555 | VTI, VEU, IVV, IVW | 13F-HR | 4/10/2020 | 000108514620001086 |
| Q4 2019 | 291 | 1,388,272 | VTI, VEU, IVV, GOVT | 13F-HR | 1/13/2020 | 000108514620000108 |
| Q3 2019 | 258 | 1,250,037 | VTI, VEU, IVV, GOVT | 13F-HR | 10/29/2019 | 000108514619002651 |
| Q2 2019 | 255 | 1,233,991 | VTI, VEU, IVV, IVW | 13F-HR | 7/10/2019 | 000108514619001818 |
| Q1 2019 | 251 | 1,205,278 | VTI, VEU, IVV, IVW | 13F-HR | 4/10/2019 | 000108514619001137 |
| Q4 2018 | 222 | 978,235 | VTI, VEU, IVV, SCHB | RESTATEMENT | 1/28/2019 | 000108514619000236 |
| Q3 2018 | 229 | 1,141,095 | VTI, VEU, IVV, CASH | 13F-HR | 10/9/2018 | 000108514618002247 |
| Q2 2018 | 232 | 1,029,448 | VTI, VEU, IVV, SCHB | 13F-HR | 7/13/2018 | 000108514618001685 |
| Q1 2018 | 232 | 997,794 | VTI, VEU, IVV, PRF | RESTATEMENT | 5/25/2018 | 000108514618001571 |
| Q4 2017 | 241 | 999,840 | VTI, VEU, IVV, PRF | 13F-HR | 1/18/2018 | 000108514618000160 |
| Q3 2017 | 222 | 908,849 | VTI, VEU, IVV, PRF | 13F-HR | 10/13/2017 | 000108514617002046 |
| Q2 2017 | 222 | 882,072 | VTI, VEU, IVV, PRF | 13F-HR | 7/10/2017 | 000108514617001457 |
| Q1 2017 | 210 | 818,954 | VTI, VEU, IVV, PRF | 13F-HR | 4/14/2017 | 000108514617000969 |
| Q4 2016 | 202 | 764,685 | VTI, VEU, IVV, PRF | 13F-HR | 1/6/2017 | 000108514617000047 |
| Q3 2016 | 184 | 718,139 | VTI, VEU, IVV, PRF | 13F-HR | 10/18/2016 | 000108514616004513 |
| Q2 2016 | 186 | 672,989 | VTI, VEU, IVV, PRF | 13F-HR | 7/12/2016 | 000108514616003956 |
| Q1 2016 | 191 | 626,664 | VTI, VEU, PRF, IVV | 13F-HR | 4/12/2016 | 000108514616003432 |
| Q4 2015 | 189 | 664,917 | VTI, VEU, CASH, PRF | 13F-HR | 1/26/2016 | 000108514616002672 |
| Q3 2015 | 181 | 567,922 | VEU, VTI, PRF, IVV | RESTATEMENT | 11/10/2015 | 000108514615002243 |
| Q2 2015 | 182 | 667,191 | VEU, VTI, PRF, IVV | 13F-HR | 7/8/2015 | 000108514615001401 |
| Q1 2015 | 187 | 690,584 | VEU, VTI, PRF, IVV | 13F-HR | 4/16/2015 | 000108514615000928 |
| Q4 2014 | 152 | 611,312 | VEU, VTI, PRF, IVV | RESTATEMENT | 2/26/2015 | 000108514615000811 |
| Q3 2014 | 139 | 579,213 | VEU, VTI, PRF, IVV | RESTATEMENT | 2/26/2015 | 000108514615000812 |
| Q2 2014 | 143 | 586,691 | VEU, SCZ, IVV, VTI | RESTATEMENT | 2/26/2015 | 000108514615000813 |
| Q1 2014 | 154 | 565,722 | VEU, IVV, SCZ, PRF | 13F-HR | 4/29/2014 | 000108514614000919 |
| Q4 2013 | 155 | 540,052 | VEU, IVV, SCZ, PRF | RESTATEMENT | 1/14/2014 | 000108514614000093 |
| Q3 2013 | 149 | 487,774 | VEU, IVV, SCZ, PRF | RESTATEMENT | 1/16/2014 | 000108514614000102 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
3 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 8/12/2026. View all