| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2020 | 72 | 251,978 | IVV, IEF, IWR, HEFA | 13F-HR | 11/16/2020 | 000142411620000003 |
| Q2 2020 | 59 | 231,241 | IVV, IEF, IWR, HEFA | 13F-HR | 8/12/2020 | 000108233920000003 |
| Q1 2020 | 19 | 15,365 | AAPL, COST, AMZN, CSCO | 13F-HR | 5/27/2020 | 000142411620000002 |
| Q4 2019 | 49 | 244,885 | IVV, IWR, HEFA, WORK | 13F-HR | 2/13/2020 | 000142411620000001 |
| Q3 2019 | 46 | 220,308 | IVV, IWR, HEFA, MSFT | 13F-HR | 11/14/2019 | 000142411619000004 |
| Q2 2019 | 43 | 223,085 | IVV, IWR, HEFA, MSFT | 13F-HR | 8/15/2019 | 000142411619000003 |
| Q1 2019 | 40 | 226,890 | IVV, IWR, HEFA, MSFT | 13F-HR | 5/10/2019 | 000142411619000002 |
| Q4 2018 | 34 | 214,849 | IVV, IEFA, IWR, META | 13F-HR | 2/26/2019 | 000142411619000001 |
| Q3 2018 | 38 | 259,018 | IVV, IEFA, IWR, META | 13F-HR | 11/14/2018 | 000142411618000005 |
| Q2 2018 | 36 | 237,255 | IVV, IEFA, IWR, META | 13F-HR | 8/14/2018 | 000142411618000004 |
| Q1 2018 | 47 | 218,640 | IVV, IEFA, IWR, META | RESTATEMENT | 6/29/2018 | 000142411618000003 |
| Q4 2017 | 41 | 200,407 | IVV, IEFA, IWR, DVY | 13F-HR | 2/14/2018 | 000142411618000001 |
| Q3 2017 | 39 | 186,208 | IVV, IEFA, IWR, DVY | 13F-HR | 11/15/2017 | 000142411617000004 |
| Q2 2017 | 40 | 175,948 | IVV, IEFA, IWR, DVY | 13F-HR | 8/15/2017 | 000142411617000003 |
| Q1 2017 | 46 | 212,283 | IVV, IEFA, IWR, IAU | 13F-HR | 5/4/2017 | 000142411617000002 |
| Q4 2016 | 49 | 214,802 | IVV, IEFA, IWR, IAU | 13F-HR | 2/7/2017 | 000142411617000001 |