| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 462 | 3,192,535 | SSD, AAPL, MSFT, AGG | 13F-HR | 5/8/2025 | 000143252925000006 |
| Q4 2024 | 421 | 3,266,719 | SSD, AAPL, MSFT, VB | 13F-HR | 2/14/2025 | 000143252925000005 |
| Q3 2024 | 425 | 3,155,214 | SSD, AAPL, MSFT, VB | 13F-HR | 11/4/2024 | 000143252924000007 |
| Q2 2024 | 381 | 2,937,119 | SSD, MSFT, AAPL, VB | 13F-HR | 8/7/2024 | 000143252924000005 |
| Q1 2024 | 372 | 2,552,909 | MSFT, VB, AAPL, QUAL | 13F-HR | 5/13/2024 | 000143252924000004 |
| Q4 2023 | 365 | 2,275,858 | AAPL, VB, MSFT, AGG | RESTATEMENT | 2/15/2024 | 000143252924000003 |
| Q3 2023 | 1,591 | 1,998,099 | IUSB, FBND, SCHZ, AAPL | 13F-HR | 11/14/2023 | 000143252923000005 |
| Q2 2023 | 1,576 | 1,986,061 | IUSB, FBND, AAPL, SCHZ | 13F-HR | 8/14/2023 | 000143252923000004 |
| Q1 2023 | 1,611 | 1,853,646 | IUSB, FBND, SCHZ, AAPL | 13F-HR | 5/15/2023 | 000143252923000003 |
| Q4 2022 | 1,553 | 1,671,393 | IUSB, FBND, SCHZ, VB | 13F-HR | 2/13/2023 | 000143252923000001 |
| Q3 2022 | 334 | 1,590,254 | BND, AGG, AAPL, VB | 13F-HR | 11/14/2022 | 000143252922000005 |
| Q2 2022 | 305 | 1,514,276 | BND, AGG, VB, IWF | 13F-HR | 8/3/2022 | 000143252922000003 |
| Q1 2022 | 297 | 1,957,121 | BND, AGG, VB, AAPL | 13F-HR | 5/16/2022 | 000139834422009611 |
| Q4 2021 | 303 | 1,999,116 | BND, AGG, VB, AAPL | 13F-HR | 2/11/2022 | 000139834422002697 |
| Q3 2021 | 254 | 1,746,053 | BND, AGG, VB, SPAB | 13F-HR | 11/15/2021 | 000139834421021506 |
| Q2 2021 | 238 | 1,762,216 | BND, AGG, VB, SPAB | 13F-HR | 8/16/2021 | 000139834421016316 |
| Q1 2021 | 240 | 1,631,137 | BND, AGG, VB, SPAB | 13F-HR | 5/17/2021 | 000139834421010971 |
| Q4 2020 | 236 | 1,468,326 | BND, AGG, VB, SPAB | RESTATEMENT | 2/17/2021 | 000139834421003593 |
| Q3 2020 | 219 | 1,300,549 | BND, AGG, SPAB, VB | 13F-HR | 11/16/2020 | 000139834420022721 |
| Q2 2020 | 233 | 1,213,411 | BND, AGG, SPAB, VTI | 13F-HR | 8/12/2020 | 000139834420015630 |
| Q1 2020 | 196 | 839,025 | SSD, BND, AGG, IVV | 13F-HR | 5/14/2020 | 000139834420010101 |
| Q4 2019 | 250 | 1,379,960 | VTI, IVV, BND, VV | 13F-HR | 2/14/2020 | 000139834420003549 |
| Q3 2019 | 238 | 1,256,009 | VTI, IVV, BND, AGG | 13F-HR | 11/15/2019 | 000139834419020391 |
| Q2 2019 | 235 | 1,239,444 | VTI, BND, IVV, AGG | 13F-HR | 8/14/2019 | 000139834419014401 |
| Q1 2019 | 242 | 1,214,484 | VTI, SSD, BND, IVV | 13F-HR | 5/15/2019 | 000139834419009003 |
| Q4 2018 | 245 | 1,014,100 | VTI, AGG, IVV, BND | 13F-HR | 2/14/2019 | 000139834419002985 |
| Q3 2018 | 250 | 1,213,738 | BND, AGG, VTI, IVE | 13F-HR | 11/15/2018 | 000139834418016638 |
| Q2 2018 | 240 | 1,154,377 | SSD, BND, AGG, VTI | 13F-HR | 8/14/2018 | 000139834418011788 |
| Q1 2018 | 237 | 1,101,521 | BND, AGG, SSD, VTI | 13F-HR | 5/15/2018 | 000139834418007498 |
| Q4 2017 | 231 | 1,036,815 | SSD, BND, AGG, VTI | 13F-HR | 2/14/2018 | 000139834418002305 |
| Q3 2017 | 221 | 888,022 | BND, AGG, VTI, IWV | 13F-HR | 11/14/2017 | 000139834417014700 |
| Q2 2017 | 198 | 753,236 | BND, AGG, VTI, SPAB | 13F-HR | 8/11/2017 | 000139834417010209 |
| Q1 2017 | 202 | 744,268 | BND, AGG, VTI, SPAB | 13F-HR | 5/15/2017 | 000139834417006466 |
| Q4 2016 | 200 | 714,272 | BND, AGG, SPAB, VTI | 13F-HR | 2/13/2017 | 000139834417001923 |
| Q3 2016 | 188 | 696,874 | BND, AGG, VT, SPAB | 13F-HR | 11/14/2016 | 000139834416020758 |
| Q2 2016 | 185 | 664,543 | VT, ACWI, BND, AGG | 13F-HR | 8/15/2016 | 000139834416016661 |
| Q1 2016 | 176 | 657,806 | EFA, ACWI, BND, IVE | 13F-HR | 5/13/2016 | 000139834416013342 |
| Q4 2015 | 177 | 696,141 | EFA, BND, VTI, IVW | 13F-HR | 2/16/2016 | 000139834416009917 |
| Q3 2015 | 188 | 568,352 | EFA, BND, VTI, IGSB | RESTATEMENT | 12/3/2015 | 000139834415008012 |
| Q2 2015 | 244 | 752,358 | EFA, BND, VTI, DBEF | 13F-HR | 8/14/2015 | 000139834415005304 |
| Q1 2015 | 236 | 753,687 | EFA, BND, VTI, DBEF | 13F-HR | 5/15/2015 | 000139834415003292 |
| Q4 2014 | 254 | 721,543 | VTI, BND, EFA, IVW | 13F-HR | 2/13/2015 | 000139834415000929 |
| Q3 2014 | 267 | 714,290 | VTI, EFA, BND, IVW | 13F-HR | 11/12/2014 | 000139834414005800 |
| Q2 2014 | 294 | 693,512 | EFA, VTI, BND, IVW | 13F-HR | 8/13/2014 | 000139834414004158 |
| Q1 2014 | 92 | 33,949 | ARAY, CSCO, CROX, EMKR | NEW HOLDINGS | 8/6/2014 | 000139834414003944 |
| Q1 2014 | 191 | 595,890 | EFA, VTI, BND, IVW | 13F-HR | 5/13/2014 | 000139834414002747 |
| Q4 2013 | 255 | 519,935 | EFA, VTI, BND, IVW | 13F-HR | 2/13/2014 | 000139834414000915 |