| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 4,792 | 165,111,641 | IVV, SPY, QQQ, VTI | 13F-HR | 2/14/2024 | 000140343824000001 |
| Q3 2023 | 4,684 | 142,844,674 | IVV, SPY, VTI, QQQ | 13F-HR | 11/13/2023 | 000140343823000006 |
| Q2 2023 | 4,584 | 139,951,914 | IVV, SPY, VTI, AAPL | 13F-HR | 7/31/2023 | 000140343823000005 |
| Q1 2023 | 4,482 | 128,471,678 | IVV, VTI, SPY, AAPL | 13F-HR | 5/10/2023 | 000140343823000004 |
| Q4 2022 | 4,451 | 116,786,054 | IVV, VTI, SPY, BND | 13F-HR | 2/7/2023 | 000140343823000001 |
| Q3 2022 | 4,416 | 103,648,617 | IVV, VTI, BND, AAPL | 13F-HR | 11/14/2022 | 000140343822000005 |
| Q2 2022 | 4,418 | 105,258,978 | IVV, VTI, BND, SPY | 13F-HR | 8/12/2022 | 000140343822000004 |
| Q1 2022 | 4,174 | 116,366,016 | IVV, VTI, BND, AAPL | 13F-HR | 5/16/2022 | 000140343822000003 |
| Q4 2021 | 4,335 | 119,151,696 | QQQ, IVV, BND, AAPL | 13F-HR | 2/14/2022 | 000140343822000001 |
| Q3 2021 | 4,319 | 106,490,483 | BND, QQQ, IVV, SPY | 13F-HR | 11/15/2021 | 000140343821000005 |
| Q2 2021 | 4,218 | 98,898,818 | BND, QQQ, VTI, IVV | 13F-HR | 8/13/2021 | 000140343821000004 |
| Q1 2021 | 4,071 | 86,992,284 | BND, QQQ, VTI, IVV | 13F-HR | 5/14/2021 | 000140343821000003 |
| Q4 2020 | 3,805 | 77,221,974 | QQQ, BND, IVV, VTI | 13F-HR | 2/12/2021 | 000140343821000002 |
| Q3 2020 | 3,545 | 64,033,078 | QQQ, BND, VTI, IVV | 13F-HR | 11/9/2020 | 000140343820000008 |
| Q2 2020 | 3,458 | 57,394,151 | BND, VTI, QQQ, IVV | 13F-HR | 8/13/2020 | 000140343820000006 |
| Q1 2020 | 3,202 | 46,422,419 | BND, VTI, IVV, SPY | 13F-HR | 5/14/2020 | 000140343820000004 |
| Q4 2019 | 3,341 | 54,954,139 | VTI, BND, IVV, IJH | 13F-HR | 2/14/2020 | 000140343820000001 |
| Q3 2019 | 3,286 | 49,126,162 | VTI, BND, IVV, IJH | 13F-HR | 11/13/2019 | 000140343819000008 |
| Q2 2019 | 3,275 | 46,908,448 | VTI, BND, IJH, IVV | 13F-HR | 8/9/2019 | 000140343819000006 |
| Q1 2019 | 3,182 | 44,016,312 | VTI, BND, IJH, IVV | 13F-HR | 5/8/2019 | 000140343819000004 |
| Q4 2018 | 3,070 | 37,596,833 | VTI, IVV, BND, IJH | 13F-HR | 2/7/2019 | 000140343819000002 |
| Q3 2018 | 3,227 | 41,719,532 | VTI, IJH, IVV, BND | 13F-HR | 11/14/2018 | 000140343818000007 |
| Q2 2018 | 3,206 | 38,088,789 | VTI, IJH, IVV, BND | 13F-HR | 8/14/2018 | 000140343818000005 |
| Q1 2018 | 3,175 | 36,325,659 | VTI, IJH, IVV, BND | 13F-HR | 5/15/2018 | 000140343818000003 |
| Q4 2017 | 3,020 | 32,856,908 | VTI, BND, IJH, IVV | 13F-HR | 2/14/2018 | 000140343818000001 |
| Q3 2017 | 2,861 | 28,309,489 | VTI, BND, IVV, IJH | 13F-HR | 11/14/2017 | 000140343817000007 |
| Q2 2017 | 2,794 | 26,386,134 | VTI, BND, SPY, IVV | 13F-HR | 8/14/2017 | 000140343817000004 |
| Q1 2017 | 2,700 | 14,684,479 | VTI, SPY, IWF, VCIT | 13F-HR | 5/15/2017 | 000140343817000002 |
| Q4 2016 | 2,680 | 13,149,349 | VTI, SPY, IWF, MDY | 13F-HR | 2/13/2017 | 000140343817000001 |
| Q3 2016 | 2,631 | 10,525,704 | SPY, MDY, VOO, PFF | 13F-HR | 11/16/2016 | 000140343816000021 |
| Q2 2016 | 2,620 | 11,842,008 | VTI, SPY, IWF, MDY | 13F-HR | 8/15/2016 | 000140343816000017 |
| Q1 2016 | 3,102 | 35,931,529 | VTI, BND, SPY, QQQ | 13F-HR | 5/16/2016 | 000140343816000016 |
| Q4 2015 | 3,160 | 36,055,584 | VTI, QQQ, SPY, AGG | 13F-HR | 2/12/2016 | 000140343816000013 |
| Q3 2015 | 2,786 | 18,162,178 | VTI, QQQ, SPY, MDY | 13F-HR | 11/13/2015 | 000140343815000008 |
| Q2 2015 | 2,871 | 19,721,614 | VTI, SPY, MDY, QQQ | 13F-HR | 8/14/2015 | 000140343815000006 |
| Q1 2015 | 2,780 | 19,578,190 | VTI, SPY, QQQ, MDY | 13F-HR | 5/14/2015 | 000140343815000004 |
| Q4 2014 | 2,722 | 18,268,166 | SPY, VTI, QQQ, MDY | 13F-HR | 2/13/2015 | 000140343815000003 |
| Q3 2014 | 2,696 | 16,772,882 | VTI, SPY, QQQ, MDY | 13F-HR | 11/10/2014 | 000140343814000011 |
| Q2 2014 | 2,677 | 17,166,593 | MDY, VTI, SPY, QQQ | RESTATEMENT | 8/5/2014 | 000140343814000009 |
| Q1 2014 | 2,637 | 16,271,106 | VTI, MDY, QQQ, SPY | 13F-HR | 5/12/2014 | 000140343814000005 |
| Q4 2013 | 2,644 | 16,015,166 | MDY, VTI, QQQ, SPY | 13F-HR | 2/13/2014 | 000140343814000002 |