| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 135 | 693,815 | IVV, VEA, AAPL, IJR | 13F-HR | 4/30/2025 | 000178544525000006 |
| Q4 2024 | 131 | 680,530 | IVV, AAPL, VEA, VBK | 13F-HR | 1/27/2025 | 000141788925000001 |
| Q3 2024 | 127 | 709,396 | IVV, VEA, AAPL, MSFT | 13F-HR | 11/5/2024 | 000141788924000007 |
| Q2 2024 | 122 | 672,188 | IVV, VEA, AAPL, MSFT | 13F-HR | 8/7/2024 | 000141788924000003 |
| Q1 2024 | 120 | 670,438 | IVV, VEA, AAPL, MSFT | 13F-HR | 5/9/2024 | 000141788924000002 |
| Q4 2023 | 116 | 641,433 | IVV, VEA, AAPL, MSFT | 13F-HR | 1/17/2024 | 000141788924000001 |
| Q3 2023 | 74 | 543,426 | IVV, VEA, AAPL, MSFT | 13F-HR | 10/25/2023 | 000141788923000003 |
| Q2 2023 | 104 | 585,894 | IVV, VEA, AAPL, MSFT | 13F-HR | 8/1/2023 | 000187709323000004 |
| Q1 2023 | 102 | 551,529 | IVV, VEA, AAPL, IJR | 13F-HR | 5/3/2023 | 000141788923000002 |
| Q4 2022 | 94 | 523,292 | IVV, VEA, AAPL, IJR | 13F-HR | 1/26/2023 | 000141788923000001 |
| Q3 2022 | 91 | 484,349 | IVV, VEA, AAPL, IJR | 13F-HR | 10/21/2022 | 000141788922000004 |
| Q2 2022 | 95 | 530,308 | IVV, VEA, AAPL, IJR | 13F-HR | 8/10/2022 | 000141788922000003 |
| Q1 2022 | 103 | 608,334 | IVV, VEA, AAPL, IJR | 13F-HR | 4/28/2022 | 000141788922000002 |
| Q4 2021 | 111 | 669,949 | VEA, IVV, AAPL, IJR | 13F-HR | 1/24/2022 | 000141788922000001 |
| Q3 2021 | 105 | 613,074 | VEA, IVV, AAPL, IJR | 13F-HR | 10/7/2021 | 000141788921000004 |
| Q2 2021 | 106 | 605,608 | VEA, IVV, AAPL, IJR | 13F-HR | 7/15/2021 | 000141788921000003 |
| Q1 2021 | 105 | 562,122 | VEA, IVV, AAPL, IJH | 13F-HR | 4/21/2021 | 000141788921000002 |
| Q4 2020 | 106 | 538,111 | VEA, IVV, AAPL, IJH | 13F-HR | 1/20/2021 | 000141788921000001 |
| Q3 2020 | 102 | 476,294 | VEA, AAPL, IVV, IJH | 13F-HR | 10/21/2020 | 000141788920000006 |
| Q2 2020 | 98 | 436,012 | VEA, IVV, AAPL, IJH | 13F-HR | 7/24/2020 | 000141788920000005 |
| Q1 2020 | 93 | 376,663 | VEA, IVV, IJH, AAPL | 13F-HR | 4/14/2020 | 000141788920000003 |
| Q4 2019 | 93 | 427,161 | VEA, IJH, AAPL, IJR | 13F-HR | 1/21/2020 | 000141788920000002 |
| Q3 2019 | 84 | 385,016 | VEA, IJH, IJR, IVV | 13F-HR | 11/1/2019 | 000141788919000004 |
| Q2 2019 | 84 | 381,041 | VEA, IJH, IJR, IVV | 13F-HR | 7/29/2019 | 000141788919000003 |
| Q1 2019 | 80 | 359,578 | VEA, IJH, IJR, IVV | 13F-HR | 5/1/2019 | 000141788919000002 |
| Q4 2018 | 76 | 317,235 | VEA, IJH, IJR, IVV | 13F-HR | 1/10/2019 | 000141788919000001 |
| Q3 2018 | 81 | 369,754 | VEA, AAPL, IJR, IVV | 13F-HR | 10/10/2018 | 000141788918000004 |
| Q2 2018 | 79 | 343,343 | VEA, IJR, AAPL, IJH | 13F-HR | 7/6/2018 | 000141788918000003 |
| Q1 2018 | 78 | 339,021 | VEA, IJR, AAPL, IJH | 13F-HR | 4/23/2018 | 000141788918000002 |
| Q4 2017 | 93 | 343,781 | VEA, IJH, IJR, AAPL | 13F-HR | 2/8/2018 | 000141788918000001 |
| Q3 2017 | 93 | 314,487 | VEA, IJH, IJR, IVV | 13F-HR | 11/9/2017 | 000141788917000004 |
| Q2 2017 | 88 | 291,559 | IJH, VEA, IVV, AAPL | 13F-HR | 8/11/2017 | 000141788917000003 |
| Q1 2017 | 84 | 278,297 | IJH, AAPL, IJR, IVV | 13F-HR | 5/9/2017 | 000141788917000002 |
| Q4 2016 | 83 | 255,998 | AAPL, IJH, IJR, IVV | 13F-HR | 2/6/2017 | 000141788917000001 |
| Q3 2016 | 81 | 238,653 | AAPL, IJH, GOOGL, IVV | 13F-HR | 11/15/2016 | 000141788916000008 |
| Q2 2016 | 84 | 236,112 | AAPL, IJH, VEA, IVV | 13F-HR | 8/12/2016 | 000141788916000007 |
| Q1 2016 | 74 | 409,684 | AAPL, GOOGL, AMZN, VZ | 13F-HR | 5/10/2016 | 000141788916000006 |
| Q4 2015 | 81 | 436,300 | AAPL, GOOGL, AMZN, PCP | 13F-HR | 2/12/2016 | 000141788916000005 |
| Q3 2015 | 68 | 447,037 | GOOGL, AMZN, SBUX, GILD | 13F-HR | 11/13/2015 | 000141788915000004 |
| Q2 2015 | 69 | 537,007 | GOOGL, AMZN, AAPL, SBUX | 13F-HR | 8/14/2015 | 000141788915000003 |
| Q1 2015 | 66 | 668,140 | GOOGL, AAPL, AMZN, SBUX | 13F-HR | 5/1/2015 | 000141788915000002 |
| Q4 2014 | 59 | 868,443 | AAPL, BLK, CELG, GILD | 13F-HR | 2/11/2015 | 000141788915000001 |
| Q3 2014 | 63 | 803,300 | GILD, AAPL, BLK, VZ | 13F-HR | 11/14/2014 | 000141788914000004 |
| Q2 2014 | 70 | 837,141 | LVS, GILD, BLK, AAPL | 13F-HR | 8/14/2014 | 000141788914000003 |
| Q1 2014 | 72 | 820,630 | LVS, DD, BLK, GILD | 13F-HR | 5/15/2014 | 000141788914000002 |
| Q4 2013 | 68 | 840,532 | LVS, AAPL, CELG, GILD | 13F-HR | 2/18/2014 | 000141788914000001 |