| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 276 | 1,965,039 | VEA, IVV, IJH, VWO | 13F-HR | 4/28/2025 | 000108514625002370 |
| Q4 2024 | 270 | 1,960,200 | VEA, IVV, IJH, VWO | 13F-HR | 1/28/2025 | 000108514625000522 |
| Q3 2024 | 283 | 1,957,511 | VEA, IVV, IJH, VWO | 13F-HR | 10/22/2024 | 000108514624005051 |
| Q2 2024 | 276 | 1,825,236 | VEA, IVV, IJH, IJR | 13F-HR | 7/26/2024 | 000108514624003281 |
| Q1 2024 | 278 | 1,773,363 | VEA, IVV, IJH, IJR | 13F-HR | 4/26/2024 | 000108514624002081 |
| Q4 2023 | 257 | 1,585,491 | VEA, IJR, IVV, IJH | 13F-HR | 1/19/2024 | 000108514624000366 |
| Q3 2023 | 241 | 1,400,837 | VEA, IJR, IJH, IVV | 13F-HR | 10/24/2023 | 000108514623003901 |
| Q2 2023 | 242 | 1,430,570 | VEA, IJR, IVV, IJH | 13F-HR | 7/20/2023 | 000108514623002768 |
| Q1 2023 | 235 | 1,342,122 | VEA, IJR, VWO, IVV | 13F-HR | 4/24/2023 | 000108514623001835 |
| Q4 2022 | 235 | 1,290,454 | SCHM, VEA, IJR, VWO | 13F-HR | 1/17/2023 | 000108514623000165 |
| Q3 2022 | 229 | 1,202,538 | SCHM, VWO, VEA, IJR | 13F-HR | 10/14/2022 | 000108514622003410 |
| Q2 2022 | 242 | 1,263,103 | VWO, SCHM, VEA, IJR | 13F-HR | 7/18/2022 | 000108514622002429 |
| Q1 2022 | 250 | 1,487,455 | SCHM, VWO, VEA, IJR | 13F-HR | 4/19/2022 | 000108514622001452 |
| Q4 2021 | 254 | 1,538,483 | SCHM, VWO, VEA, IJR | 13F-HR | 1/20/2022 | 000108514622000257 |
| Q3 2021 | 273 | 1,497,388 | SCHM, VWO, VEA, IJR | 13F-HR | 10/19/2021 | 000108514621002824 |
| Q2 2021 | 257 | 1,382,890 | SCHM, VWO, IJR, VEA | 13F-HR | 7/19/2021 | 000108514621002017 |
| Q1 2021 | 249 | 1,271,944 | SCHM, IJR, VWO, VEA | 13F-HR | 4/19/2021 | 000108514621001211 |
| Q4 2020 | 266 | 1,234,626 | SCHM, VWO, IJR, VEA | 13F-HR | 1/19/2021 | 000108514621000174 |
| Q3 2020 | 242 | 995,026 | SCHM, VWO, IJR, AAPL | 13F-HR | 10/20/2020 | 000108514620002586 |
| Q2 2020 | 242 | 922,698 | SCHM, VWO, IJR, MSFT | 13F-HR | 7/16/2020 | 000108514620001804 |
| Q1 2020 | 244 | 765,695 | SCHM, VWO, IJR, MSFT | 13F-HR | 4/21/2020 | 000108514620001170 |
| Q4 2019 | 281 | 961,684 | SCHM, IJR, VWO, VEA | 13F-HR | 1/21/2020 | 000108514620000219 |
| Q3 2019 | 281 | 887,272 | SCHM, IJR, VWO, VEA | 13F-HR | 10/22/2019 | 000108514619002597 |
| Q2 2019 | 282 | 871,006 | IJR, SCHM, VWO, VEA | 13F-HR | 7/29/2019 | 000108514619001991 |
| Q1 2019 | 277 | 850,303 | IJR, SCHM, VWO, VEA | 13F-HR | 4/19/2019 | 000108514619001215 |
| Q4 2018 | 272 | 728,404 | IJR, VWO, SCHM, VEA | 13F-HR | 1/17/2019 | 000108514619000184 |
| Q3 2018 | 299 | 803,644 | VWO, IJR, SCHM, VEA | 13F-HR | 10/12/2018 | 000108514618002322 |
| Q2 2018 | 301 | 736,622 | IJR, VWO, SPY, SCHM | 13F-HR | 7/11/2018 | 000108514618001676 |
| Q1 2018 | 308 | 748,390 | VWO, SPY, INTC, IJR | 13F-HR | 4/9/2018 | 000108514618001011 |
| Q4 2017 | 307 | 699,725 | VWO, SPY, INTC, JNJ | 13F-HR | 1/16/2018 | 000108514618000129 |
| Q3 2017 | 302 | 649,246 | VWO, JNJ, VEA, IJR | 13F-HR | 10/16/2017 | 000108514617002064 |
| Q2 2017 | 280 | 602,756 | JNJ, VWO, XOM, INTC | RESTATEMENT | 8/4/2017 | 000108514617001643 |
| Q1 2017 | 285 | 588,754 | JNJ, VWO, INTC, XOM | 13F-HR | 4/14/2017 | 000108514617000973 |
| Q4 2016 | 290 | 574,068 | GE, XOM, INTC, JNJ | 13F-HR | 2/3/2017 | 000108514617000268 |
| Q3 2016 | 278 | 549,564 | INTC, JNJ, XOM, GE | 13F-HR | 10/17/2016 | 000108514616004502 |
| Q2 2016 | 274 | 530,009 | JNJ, XOM, GE, INTC | 13F-HR | 7/19/2016 | 000108514616003995 |
| Q1 2016 | 268 | 497,089 | GE, JNJ, XOM, INTC | 13F-HR | 4/18/2016 | 000108514616003458 |
| Q4 2015 | 270 | 473,017 | INTC, GE, XOM, JNJ | 13F-HR | 1/15/2016 | 000108514616002623 |
| Q3 2015 | 280 | 451,353 | XOM, INTC, GE, JNJ | 13F-HR | 10/20/2015 | 000108514615002038 |
| Q2 2015 | 280 | 481,353 | XOM, INTC, GE, IBM | 13F-HR | 7/16/2015 | 000108514615001453 |
| Q1 2015 | 279 | 480,061 | XOM, INTC, GE, IBM | 13F-HR | 4/17/2015 | 000108514615000933 |
| Q4 2014 | 281 | 472,950 | XOM, INTC, IBM, GE | 13F-HR | 1/22/2015 | 000108514615000138 |
| Q3 2014 | 282 | 462,366 | IBM, XOM, INTC, GE | 13F-HR | 10/21/2014 | 000108514614001925 |
| Q2 2014 | 283 | 468,023 | XOM, IBM, INTC, GE | 13F-HR | 7/17/2014 | 000108514614001347 |
| Q1 2014 | 275 | 453,942 | XOM, IBM, GE, JNJ | 13F-HR | 4/11/2014 | 000108514614000857 |
| Q4 2013 | 251 | 417,716 | XOM, IBM, GE, INTC | 13F-HR | 1/17/2014 | 000108514614000111 |