| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 4,216 | 309,815,251 | IVV, IUSB, VOO, QUAL | 13F-HR | 11/6/2024 | 000121465924018510 |
| Q2 2024 | 4,158 | 287,035,128 | IVV, VOO, IUSB, QUAL | 13F-HR | 8/8/2024 | 000121465924014128 |
| Q1 2024 | 4,170 | 267,852,554 | IVV, IUSB, VOO, VEA | 13F-HR | 5/13/2024 | 000121465924008856 |
| Q4 2023 | 4,042 | 241,816,696 | IVV, VOO, IUSB, VEA | 13F-HR | 2/13/2024 | 000121465924002458 |
| Q3 2023 | 4,002 | 218,554,213 | IVV, VOO, IUSB, BSV | 13F-HR | 11/13/2023 | 000121465923014822 |
| Q2 2023 | 3,941 | 225,640,285 | IVV, VOO, IUSB, BSV | 13F-HR | 8/4/2023 | 000121465923010783 |
| Q1 2023 | 3,965 | 208,129,658 | IVV, IUSB, VOO, BSV | 13F-HR | 5/11/2023 | 000121465923006793 |
| Q4 2022 | 3,945 | 193,173,016 | IVV, BSV, VOO, IUSB | 13F-HR | 2/7/2023 | 000121465923001691 |
| Q3 2022 | 3,896 | 175,155,030 | IVV, BSV, ESGU, VOO | 13F-HR | 11/10/2022 | 000121465922013504 |
| Q2 2022 | 3,911 | 178,895,958 | IVV, ESGU, VOO, AGG | 13F-HR | 8/3/2022 | 000121465922009567 |
| Q1 2022 | 3,924 | 198,759,734 | IVV, ESGU, VOO, AGG | 13F-HR | 5/4/2022 | 000121465922006265 |
| Q4 2021 | 3,864 | 202,201,130 | IVV, ESGU, VOO, AGG | 13F-HR | 2/4/2022 | 000121465922001891 |
| Q3 2021 | 3,668 | 182,098,156 | IVV, ESGU, VOO, VEA | 13F-HR | 10/7/2021 | 000121465921010309 |
| Q2 2021 | 3,632 | 176,113,457 | IVV, VOO, ESGU, VEA | 13F-HR | 8/4/2021 | 000121465921008154 |
| Q1 2021 | 3,492 | 153,931,256 | IVV, VOO, ESGU, VEA | 13F-HR | 5/4/2021 | 000121465921004876 |
| Q4 2020 | 3,266 | 132,476,633 | IVV, VOO, ESGU, VEA | 13F-HR | 2/2/2021 | 000121465921001100 |
| Q3 2020 | 3,094 | 112,931,706 | IVV, VOO, VEA, GOVT | 13F-HR | 10/9/2020 | 000121465920008523 |
| Q2 2020 | 3,061 | 102,223,658 | IVV, VOO, VEA, GOVT | 13F-HR | 7/8/2020 | 000121465920006189 |
| Q1 2020 | 2,958 | 84,365,513 | IVV, GOVT, VEA, IEFA | 13F-HR | 4/23/2020 | 000121465920003654 |
| Q4 2019 | 3,070 | 94,790,233 | IVV, VEA, VOO, GOVT | 13F-HR | 2/11/2020 | 000121465920001166 |
| Q3 2019 | 3,072 | 91,462,295 | IVV, VEA, VOO, IEFA | 13F-HR | 10/17/2019 | 000121465919006532 |
| Q2 2019 | 3,023 | 79,404,477 | IVV, VEA, VOO, IEFA | 13F-HR | 8/2/2019 | 000121465919004925 |
| Q1 2019 | 2,951 | 72,891,456 | IVV, VEA, VOO, IEFA | 13F-HR | 5/10/2019 | 000121465919003339 |
| Q4 2018 | 2,871 | 64,644,545 | IVV, VEA, VOO, VTV | 13F-HR | 2/13/2019 | 000121465919001054 |
| Q3 2018 | 1,235 | 57,791,881 | IVV, VUG, VEA, IWD | 13F-HR | 11/14/2018 | 000121465918007172 |
| Q2 2018 | 2,903 | 43,789,946 | IVV, VEA, BND, VOO | 13F-HR | 8/10/2018 | 000121465918005372 |
| Q1 2018 | 2,898 | 35,361,736 | IVV, VEA, BND, VOO | 13F-HR | 5/9/2018 | 000121465918003460 |
| Q4 2017 | 3,011 | 44,937,879 | IVV, VEA, BND, VOO | 13F-HR | 2/20/2018 | 000121465918001384 |
| Q3 2017 | 2,970 | 41,789,001 | IVV, VEA, BND, BSV | 13F-HR | 11/13/2017 | 000121465917006622 |
| Q2 2017 | 3,118 | 36,170,040 | VEA, IVV, IVW, BSV | 13F-HR | 8/14/2017 | 000121465917005048 |
| Q1 2017 | 3,166 | 31,237,389 | VEA, IVV, IVW, IVE | 13F-HR | 5/9/2017 | 000121465917003131 |
| Q4 2016 | 3,158 | 27,566,609 | VEA, IVV, AGG, IVW | 13F-HR | 2/14/2017 | 000121465917001077 |
| Q3 2016 | 2,896 | 25,823,815 | VEA, IVV, AGG, BSV | 13F-HR | 11/14/2016 | 000121465916014598 |
| Q2 2016 | 3,063 | 25,076,415 | VEA, AGG, NEAR, VUG | 13F-HR | 8/15/2016 | 000121465916013229 |
| Q1 2016 | 3,075 | 23,221,602 | VEA, NEAR, AGG, VUG | 13F-HR | 5/16/2016 | 000121465916011594 |
| Q4 2015 | 2,972 | 22,019,924 | VEA, NEAR, AGG, VUG | 13F-HR | 2/16/2016 | 000121465916009546 |
| Q3 2015 | 3,036 | 20,138,655 | VEA, NEAR, AGG, IGSB | 13F-HR | 11/13/2015 | 000121465915007734 |
| Q2 2015 | 2,200 | 21,018,349 | EFA, VEA, VUG, AGG | 13F-HR | 8/13/2015 | 000121465915006028 |
| Q1 2015 | 2,020 | 19,337,759 | IVV, VEA, AGG, VUG | 13F-HR | 5/15/2015 | 000121465915003994 |
| Q4 2014 | 2,532 | 9,834,373 | VEA, VTV, IVV, VUG | 13F-HR | 2/12/2015 | 000121465915001240 |
| Q3 2014 | 2,816 | 9,935,528 | EFA, IVV, VEA, BSV | 13F-HR | 11/13/2014 | 000121465914007637 |
| Q2 2014 | 2,773 | 9,611,554 | EFA, IVV, VEA, BND | 13F-HR | 8/14/2014 | 000121465914005900 |
| Q1 2014 | 2,591 | 9,028,119 | EFA, IVV, BND, BSV | 13F-HR | 5/12/2014 | 000121465914003452 |
| Q4 2013 | 2,499 | 8,724,970 | EFA, BSV, IVV, FLOT | 13F-HR | 2/12/2014 | 000121465914001100 |