| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 3,429 | 60,100,740 | AAPL, IVV, NVDA, MSFT | 13F-HR | 5/15/2025 | 000158064225003135 |
| Q4 2024 | 3,378 | 59,551,780 | AAPL, IVV, NVDA, MSFT | 13F-HR | 2/13/2025 | 000158064225000997 |
| Q3 2024 | 3,285 | 56,362,952 | AAPL, IVV, NVDA, MSFT | 13F-HR | 11/13/2024 | 000158064224006919 |
| Q2 2024 | 3,153 | 51,581,061 | AAPL, IVV, NVDA, MSFT | 13F-HR | 8/13/2024 | 000158064224004507 |
| Q1 2024 | 3,318 | 48,359,176 | IVV, AAPL, MSFT, VEA | 13F-HR | 5/15/2024 | 000158064224002730 |
| Q4 2023 | 3,042 | 42,169,691 | AAPL, IVV, MSFT, VEA | 13F-HR | 2/14/2024 | 000158064224001003 |
| Q3 2023 | 2,893 | 37,285,510 | AAPL, IVV, MSFT, VEA | 13F-HR | 11/13/2023 | 000158064223006182 |
| Q2 2023 | 2,827 | 37,424,906 | AAPL, IVV, MSFT, VEA | 13F-HR | 8/11/2023 | 000158064223004212 |
| Q1 2023 | 2,779 | 34,418,788 | AAPL, IVV, VEA, MSFT | 13F-HR | 5/15/2023 | 000158064223002704 |
| Q4 2022 | 2,737 | 31,111,114 | IVV, AAPL, VEA, MSFT | 13F-HR | 2/14/2023 | 000158064223000883 |
| Q3 2022 | 2,443 | 25,018,929 | IVV, AAPL, VEA, MSFT | 13F-HR | 11/10/2022 | 000158064222005747 |
| Q2 2022 | 1,370 | 24,351,946 | IVV, AAPL, VEA, MSFT | 13F-HR | 8/15/2022 | 000158064222004102 |
| Q1 2022 | 1,379 | 26,498,733 | IVV, AAPL, VEA, MSFT | 13F-HR | 5/13/2022 | 000158064222002765 |
| Q4 2021 | 1,151 | 23,645,660 | IVV, AAPL, VEA, MSFT | 13F-HR | 2/14/2022 | 000158064222000847 |
| Q3 2021 | 989 | 19,157,787 | IVV, AAPL, VEA, MSFT | 13F-HR | 11/15/2021 | 000158064221005462 |
| Q2 2021 | 911 | 16,117,461 | IVV, AAPL, MSFT, VEA | 13F-HR | 8/24/2021 | 000158064221003941 |
| Q1 2021 | 856 | 14,339,737 | IVV, AAPL, MSFT, SPY | 13F-HR | 5/7/2021 | 000158064221002265 |
| Q4 2020 | 781 | 13,036,531 | IVV, AAPL, MSFT, AGG | 13F-HR | 2/16/2021 | 000158064221000700 |
| Q3 2020 | 712 | 10,621,221 | IVV, AAPL, MSFT, AGG | 13F-HR | 11/13/2020 | 000158064220004175 |
| Q2 2020 | 718 | 9,976,052 | IVV, AAPL, MSFT, SPY | 13F-HR | 8/14/2020 | 000158064220003017 |
| Q1 2020 | 701 | 8,002,732 | IVV, AAPL, SPY, MSFT | 13F-HR | 5/14/2020 | 000158064220002150 |
| Q4 2019 | 699 | 9,629,288 | IVV, AAPL, USMV, SPY | 13F-HR | 2/13/2020 | 000158064220000683 |
| Q3 2019 | 680 | 8,360,385 | IVV, USMV, EFA, SPY | 13F-HR | 11/13/2019 | 000158064219005136 |
| Q2 2019 | 1,107 | 8,382,378 | IVV, EFA, SPY, USMV | 13F-HR | 8/14/2019 | 000158064219003690 |
| Q1 2019 | 1,034 | 7,015,698 | IVV, EFA, USMV, SCHX | 13F-HR | 5/15/2019 | 000158064219002516 |
| Q4 2018 | 941 | 5,616,198 | IVV, EFA, USMV, SCHX | 13F-HR | 2/13/2019 | 000158064219000792 |
| Q3 2018 | 808 | 3,889,278 | IVV, USMV, VEA, SCHG | 13F-HR | 11/14/2018 | 000158064218005465 |
| Q2 2018 | 786 | 3,527,586 | IVV, USMV, VEA, SCHG | 13F-HR | 8/14/2018 | 000158064218003887 |
| Q1 2018 | 670 | 2,789,748 | IVV, USMV, VEA, SCHG | 13F-HR | 5/15/2018 | 000158064218002597 |
| Q4 2017 | 580 | 2,584,465 | IVV, USMV, VEA, SCHG | 13F-HR | 2/9/2018 | 000158064218000780 |
| Q3 2017 | 503 | 2,212,146 | IVV, USMV, VEA, BIDU | 13F-HR | 11/14/2017 | 000158064217006086 |
| Q2 2017 | 499 | 2,125,331 | IVV, USMV, VEA, PG | 13F-HR | 8/11/2017 | 000158064217004375 |
| Q1 2017 | 590 | 2,296,081 | IVV, USMV, PG, VEA | 13F-HR | 5/15/2017 | 000158064217002985 |
| Q4 2016 | 569 | 2,169,768 | IVV, USMV, PG, VEA | 13F-HR | 2/14/2017 | 000158064217000893 |
| Q3 2016 | 812 | 2,069,913 | IVV, USMV, PG, VNQ | 13F-HR | 11/14/2016 | 000158064216012063 |
| Q2 2016 | 546 | 1,848,123 | IVV, PG, VNQ, USMV | 13F-HR | 8/12/2016 | 000158064216010215 |
| Q1 2016 | 531 | 1,683,983 | IVV, PG, VNQ, SPY | 13F-HR | 5/13/2016 | 000158064216008691 |
| Q4 2015 | 474 | 1,558,739 | IVV, PG, VNQ, BIDU | 13F-HR | 2/16/2016 | 000158064216006855 |
| Q3 2015 | 537 | 2,250,722 | IVV, EFA, PG, IWM | 13F-HR | 11/16/2015 | 000158064215005207 |
| Q2 2015 | 640 | 2,156,622 | IVV, PG, VNQ, EFA | 13F-HR | 8/17/2015 | 000158064215003531 |
| Q1 2015 | 403 | 1,176,155 | VNQ, IVV, PG, BIDU | 13F-HR | 5/15/2015 | 000158064215002206 |
| Q4 2014 | 386 | 1,111,081 | VNQ, BIDU, PG, IVV | 13F-HR | 2/13/2015 | 000158064215000699 |
| Q3 2014 | 342 | 888,025 | VNQ, BIDU, IVV, EFA | 13F-HR | 11/13/2014 | 000091047214005073 |
| Q2 2014 | 355 | 901,956 | VNQ, BIDU, IVV, EFA | 13F-HR | 8/21/2014 | 000091047214003528 |
| Q1 2014 | 336 | 776,738 | VNQ, EFA, SPY, MWE | 13F-HR | 5/8/2014 | 000091047214002072 |
| Q4 2013 | 341 | 798,280 | VNQ, MWE, CLAYMORE EXCHANGE TRD FD TR, IVV | 13F-HR | 2/14/2014 | 000091047214000567 |