| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 861 | 569,946 | IVV, IJH, FNDX, BRK-B | 13F-HR | 2/8/2024 | 000139116624000003 |
| Q3 2023 | 836 | 536,716 | IVV, IJH, FNDX, BRK-B | 13F-HR | 11/9/2023 | 000139116623000004 |
| Q2 2023 | 789 | 570,999 | IVV, IJH, FNDX, BRK-B | 13F-HR | 8/8/2023 | 000139116623000003 |
| Q1 2023 | 793 | 582,858 | IVV, IJH, FNDX, BRK-B | 13F-HR | 5/15/2023 | 000139116623000002 |
| Q4 2022 | 930 | 586,075 | IVV, IJH, FNDX, FNDF | 13F-HR | 2/9/2023 | 000139116623000001 |
| Q3 2022 | 935 | 534,725 | IVV, IJH, FNDX, FNDF | 13F-HR | 11/1/2022 | 000139116622000004 |
| Q2 2022 | 1,000 | 545,090 | IVV, IJH, FNDF, FNDX | 13F-HR | 8/10/2022 | 000139116622000003 |
| Q1 2022 | 779 | 558,802 | IJH, IVV, FNDF, FNDX | 13F-HR | 5/11/2022 | 000139116622000002 |
| Q4 2021 | 942 | 532,448 | IJH, IVV, FNDE, FNDX | 13F-HR | 2/8/2022 | 000139116622000001 |
| Q3 2021 | 716 | 483,413 | IJH, IVV, FNDE, FNDX | 13F-HR | 11/12/2021 | 000139116621000004 |
| Q2 2021 | 677 | 471,499 | IJH, IVV, FNDE, BRK-B | 13F-HR | 8/4/2021 | 000139116621000003 |
| Q1 2021 | 493 | 421,749 | IJH, IVV, FNDE, GLD | 13F-HR | 5/13/2021 | 000139116621000002 |
| Q4 2020 | 488 | 385,550 | IJH, IVV, GLD, FNDE | 13F-HR | 2/12/2021 | 000139116621000001 |
| Q3 2020 | 543 | 357,906 | IJH, IVV, GLD, FNDE | 13F-HR | 11/3/2020 | 000139116620000005 |
| Q2 2020 | 536 | 360,246 | IJH, IVV, GLD, STIP | 13F-HR | 8/11/2020 | 000139116620000004 |
| Q1 2020 | 502 | 301,449 | IJH, STIP, IVV, FNDE | 13F-HR | 5/7/2020 | 000139116620000003 |
| Q4 2019 | 513 | 462,881 | IJH, STIP, IVV, FNDE | 13F-HR | 2/14/2020 | 000139116620000001 |
| Q3 2019 | 524 | 444,548 | IJH, STIP, IVV, ISTB | 13F-HR | 11/8/2019 | 000139116619000006 |
| Q2 2019 | 534 | 442,829 | IJH, STIP, IVV, ISTB | 13F-HR | 7/30/2019 | 000139116619000005 |
| Q1 2019 | 525 | 427,200 | IJH, STIP, IVV, ISTB | 13F-HR | 4/30/2019 | 000139116619000003 |
| Q4 2018 | 459 | 373,156 | IJH, STIP, ISTB, IVV | 13F-HR | 2/11/2019 | 000139116619000002 |
| Q3 2018 | 476 | 406,770 | IJH, STIP, IJR, IEUS | 13F-HR | 11/7/2018 | 000139116618000006 |
| Q2 2018 | 796 | 424,285 | IJH, STIP, IJR, IEUS | 13F-HR | 8/14/2018 | 000139116618000004 |
| Q1 2018 | 779 | 394,127 | IJH, STIP, IJR, AGG | 13F-HR | 5/9/2018 | 000139116618000003 |
| Q4 2017 | 487 | 344,218 | IJH, AGG, IJR, STIP | 13F-HR | 2/9/2018 | 000139116618000002 |
| Q3 2017 | 497 | 309,936 | IJH, IJR, EMB, STIP | 13F-HR | 11/7/2017 | 000139116617000005 |
| Q2 2017 | 513 | 271,695 | IJH, IJR, STIP, EMB | 13F-HR | 7/27/2017 | 000139116617000004 |
| Q1 2017 | 420 | 250,897 | IJH, IJR, STIP, EMB | 13F-HR | 5/9/2017 | 000139116617000003 |
| Q4 2016 | 437 | 178,642 | IJH, IJR, DVY, EMB | 13F-HR | 2/14/2017 | 000139116617000002 |