| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 143 | 3,509,887 | IVV, VEA, IWD, SCHP | 13F-HR | 11/14/2024 | 000193890024000004 |
| Q2 2024 | 147 | 3,090,572 | IVV, VEA, IWD, SCHP | 13F-HR | 8/14/2024 | 000193890024000003 |
| Q1 2024 | 151 | 3,179,345 | IVV, VEA, IWD, SCHP | 13F-HR | 5/15/2024 | 000193890024000002 |
| Q4 2023 | 147 | 2,495,214 | IVV, VEA, IWD, SCHP | 13F-HR | 2/14/2024 | 000193890024000001 |
| Q3 2023 | 144 | 2,130,365 | IVV, VEA, IWD, DDOG | 13F-HR | 11/14/2023 | 000193890023000006 |
| Q2 2023 | 142 | 1,987,947 | IVV, VEA, IWD, DDOG | 13F-HR | 8/14/2023 | 000193890023000005 |
| Q1 2023 | 150 | 2,098,394 | IVV, VEA, IWD, IWN | 13F-HR | 5/15/2023 | 000193890023000004 |
| Q4 2022 | 147 | 1,681,333 | VEA, IWD, IVV, IWN | 13F-HR | 2/14/2023 | 000151992423000002 |
| Q3 2022 | 148 | 1,492,912 | VEA, IWD, DDOG, IWN | 13F-HR | 11/14/2022 | 000193890022000010 |
| Q2 2022 | 145 | 1,651,729 | VEA, IVV, IWD, DDOG | 13F-HR | 8/15/2022 | 000151992422000018 |
| Q1 2022 | 151 | 2,025,634 | VEA, IVV, DDOG, IWD | RESTATEMENT | 8/15/2022 | 000151992422000016 |
| Q4 2021 | 148 | 2,666,145 | VEA, IVV, U, DDOG | RESTATEMENT | 8/12/2022 | 000151992422000015 |
| Q3 2021 | 142 | 2,244,669 | VEA, U, HOOD, DDOG | RESTATEMENT | 8/12/2022 | 000151992422000014 |
| Q2 2021 | 131 | 2,006,210 | VEA, IVV, VWO, U | RESTATEMENT | 8/12/2022 | 000151992422000013 |
| Q1 2021 | 116 | 2,173,684 | VEA, IVV, VWO, IWD | RESTATEMENT | 8/12/2022 | 000151992422000012 |
| Q4 2020 | 111 | 2,260,215 | IVV, VEA, VWO, U | RESTATEMENT | 8/12/2022 | 000151992422000011 |
| Q3 2020 | 110 | 1,736,495 | VEA, VWO, IVV, U | RESTATEMENT | 8/12/2022 | 000151992422000010 |
| Q2 2020 | 107 | 1,445,910 | VEA, VWO, IWD, IVV | RESTATEMENT | 8/12/2022 | 000151992422000009 |
| Q1 2020 | 102 | 1,259,962 | IWD, IVV, VWO, IEFA | RESTATEMENT | 8/12/2022 | 000151992422000008 |
| Q4 2019 | 104 | 1,520,732 | IWD, VEA, VWO, IEFA | 13F-HR | 2/13/2020 | 000151992420000003 |
| Q3 2019 | 97 | 1,902,989 | IWD, IVV, VWO, VEA | 13F-HR | 11/12/2019 | 000151992419000015 |
| Q2 2019 | 100 | 2,456,927 | IVV, VEA, VWO, IWD | 13F-HR | 8/9/2019 | 000151992419000011 |
| Q1 2019 | 88 | 2,350,860 | IVV, VEA, VWO, IWD | 13F-HR | 5/13/2019 | 000151992419000008 |
| Q4 2018 | 72 | 1,632,356 | IVV, VEA, VWO, IEMG | 13F-HR | 2/13/2019 | 000151992419000004 |
| Q3 2018 | 73 | 1,824,914 | IVV, VEA, VWO, GOOG | 13F-HR | 11/13/2018 | 000151992418000013 |
| Q2 2018 | 69 | 1,255,012 | IVV, VEA, VWO, GOOG | 13F-HR | 8/13/2018 | 000151992418000010 |
| Q1 2018 | 63 | 1,675,720 | IVV, VEA, VWO, EFA | 13F-HR | 5/14/2018 | 000151992418000007 |
| Q4 2017 | 65 | 1,518,556 | IVV, VEA, VWO, EFA | 13F-HR | 2/14/2018 | 000151992418000004 |
| Q3 2017 | 79 | 2,005,254 | IVV, VEA, VWO, HD | 13F-HR | 11/8/2017 | 000151992417000011 |
| Q2 2017 | 84 | 1,862,315 | IVV, VEA, HD, VWO | 13F-HR | 8/10/2017 | 000151992417000008 |
| Q1 2017 | 93 | 1,450,160 | IVV, HD, NKE, EFA | 13F-HR | 5/10/2017 | 000151992417000006 |
| Q4 2016 | 94 | 1,440,710 | IVV, HD, NKE, EFA | 13F-HR | 2/10/2017 | 000151992417000003 |
| Q3 2016 | 92 | 1,581,953 | IVV, EFA, HD, NKE | 13F-HR | 11/14/2016 | 000151992416000037 |
| Q2 2016 | 91 | 1,425,429 | IVV, NKE, HD, EFA | 13F-HR | 8/12/2016 | 000151992416000034 |
| Q1 2016 | 85 | 1,525,875 | IVV, EFA, NKE, HD | 13F-HR | 5/13/2016 | 000151992416000030 |
| Q4 2015 | 86 | 1,411,595 | IVV, NKE, EFA, HD | RESTATEMENT | 5/16/2016 | 000151992416000031 |
| Q3 2015 | 84 | 1,340,894 | IVV, NKE, EFA, HD | 13F-HR | 11/10/2015 | 000151992415000015 |
| Q2 2015 | 90 | 1,436,753 | IVV, EFA, NKE, VWO | RESTATEMENT | 11/18/2015 | 000151992415000018 |
| Q1 2015 | 88 | 1,360,983 | EFA, IVV, NKE, HD | RESTATEMENT | 11/18/2015 | 000151992415000016 |
| Q4 2014 | 80 | 1,387,115 | NKE, IVV, HD, PCAR | 13F-HR | 2/12/2015 | 000151992415000005 |
| Q3 2014 | 113 | 1,431,390 | IVV, EFA, NKE, HD | 13F-HR | 11/14/2014 | 000151992414000014 |
| Q2 2014 | 128 | 1,442,592 | NKE, EFA, PCAR, GPS | 13F-HR | 8/13/2014 | 000151992414000011 |
| Q1 2014 | 122 | 1,556,631 | EFA, NKE, PCAR, IVV | 13F-HR | 5/14/2014 | 000151992414000008 |
| Q4 2013 | 115 | 1,591,249 | NKE, EFA, PCAR, IVV | RESTATEMENT | 5/7/2014 | 000151992414000006 |