| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 1,211 | 2,009,252 | IJH, IVV, AAPL, MSFT | 13F-HR | 1/26/2024 | 000110465924007169 |
| Q3 2023 | 1,241 | 1,798,220 | IJH, IVV, AAPL, MSFT | 13F-HR | 10/30/2023 | 000110465923112435 |
| Q2 2023 | 1,283 | 1,877,022 | IJH, IVV, AAPL, MSFT | 13F-HR | 8/4/2023 | 000110465923087797 |
| Q1 2023 | 1,274 | 1,761,041 | IJH, IVV, AAPL, MSFT | 13F-HR | 5/5/2023 | 000110465923056575 |
| Q4 2022 | 1,197 | 1,682,103 | IJH, IVV, AAPL, MSFT | 13F-HR | 2/10/2023 | 000110465923017965 |
| Q3 2022 | 1,165 | 1,576,036 | IJH, IVV, AAPL, MSFT | 13F-HR | 11/2/2022 | 000110465922113951 |
| Q2 2022 | 1,153 | 1,665,137 | IJH, IVV, AAPL, MSFT | 13F-HR | 7/21/2022 | 000110465922081548 |
| Q1 2022 | 1,146 | 1,967,895 | IJH, IVV, AAPL, MSFT | 13F-HR | 5/3/2022 | 000110465922055308 |
| Q4 2021 | 1,269 | 2,095,835 | IJH, IVV, AAPL, MSFT | 13F-HR | 2/11/2022 | 000110465922020174 |
| Q3 2021 | 1,245 | 1,888,312 | IJH, IVV, AAPL, MSFT | 13F-HR | 11/5/2021 | 000110465921134978 |
| Q2 2021 | 1,177 | 1,886,728 | IJH, IVV, AAPL, MSFT | 13F-HR | 8/9/2021 | 000110465921101630 |
| Q1 2021 | 1,058 | 1,735,371 | IJH, IVV, AAPL, MSFT | 13F-HR | 5/3/2021 | 000110465921060057 |
| Q4 2020 | 984 | 1,644,481 | IJH, IVV, AAPL, MSFT | 13F-HR | 2/3/2021 | 000110465921011285 |
| Q3 2020 | 981 | 1,464,788 | IJH, IVV, AAPL, MSFT | 13F-HR | 11/9/2020 | 000110465920122873 |
| Q2 2020 | 912 | 1,346,613 | IJH, IVV, AAPL, MSFT | 13F-HR | 8/12/2020 | 000110465920093641 |
| Q1 2020 | 938 | 1,104,923 | IJH, IVV, MSFT, AAPL | 13F-HR | 5/1/2020 | 000110465920055184 |
| Q4 2019 | 868 | 1,375,302 | IJH, IVV, SPY, MDY | 13F-HR | 2/6/2020 | 000110465920011772 |
| Q3 2019 | 848 | 1,280,334 | IJH, IVV, SPY, MDY | 13F-HR | 11/1/2019 | 000110465919058750 |
| Q2 2019 | 828 | 1,243,320 | IJH, IVV, MDY, SPY | 13F-HR | 8/1/2019 | 000114420419037094 |
| Q1 2019 | 786 | 1,178,619 | IJH, IVV, MDY, SPY | 13F-HR | 5/6/2019 | 000114420419023762 |
| Q4 2018 | 783 | 1,043,640 | IJH, IVV, SPY, MDY | 13F-HR | 2/8/2019 | 000114420419005708 |
| Q3 2018 | 771 | 1,220,614 | IJH, IVV, MDY, SPY | 13F-HR | 11/7/2018 | 000114420418057838 |
| Q2 2018 | 776 | 1,152,100 | IJH, MDY, IVV, SPY | 13F-HR | 8/3/2018 | 000114420418041848 |
| Q1 2018 | 836 | 1,129,753 | IJH, MDY, SPY, IVV | 13F-HR | 5/4/2018 | 000114420418025297 |
| Q4 2017 | 879 | 1,095,739 | IJH, MDY, SPY, IVV | 13F-HR | 2/2/2018 | 000114420418005412 |
| Q3 2017 | 814 | 1,043,904 | IJH, MDY, SPY, IVV | 13F-HR | 11/3/2017 | 000114420417056102 |
| Q2 2017 | 838 | 1,019,134 | IJH, MDY, SPY, IVV | 13F-HR | 8/11/2017 | 000114420417042220 |
| Q1 2017 | 826 | 1,005,012 | IJH, MDY, SPY, IVV | RESTATEMENT | 5/11/2017 | 000114420417026315 |
| Q4 2016 | 847 | 963,695 | MDY, IJH, SPY, VCSH | 13F-HR | 2/6/2017 | 000114420417006120 |
| Q3 2016 | 840 | 933,865 | MDY, SPY, IJH, VCSH | 13F-HR | 11/7/2016 | 000114420416131879 |
| Q2 2016 | 905 | 876,012 | SPY, MDY, IJH, VCSH | 13F-HR | 8/9/2016 | 000114420416117641 |
| Q1 2016 | 957 | 874,949 | SPY, MDY, IJH, VCSH | 13F-HR | 5/4/2016 | 000114420416098824 |
| Q4 2015 | 965 | 855,741 | SPY, MDY, VCSH, IJH | 13F-HR | 2/3/2016 | 000114420416078739 |
| Q3 2015 | 973 | 815,952 | SPY, MDY, VCSH, IJH | 13F-HR | 11/4/2015 | 000114420415062718 |
| Q2 2015 | 977 | 883,030 | SPY, MDY, VCSH, IJH | 13F-HR | 8/7/2015 | 000114420415047161 |
| Q1 2015 | 900 | 861,311 | MDY, SPY, VCSH, IJH | RESTATEMENT | 5/13/2015 | 000114420415029941 |
| Q4 2014 | 801 | 833,783 | SPY, MDY, VCSH, AAPL | 13F-HR | 1/30/2015 | 000114420415004915 |
| Q3 2014 | 841 | 811,962 | SPY, MDY, VCSH, MSFT | 13F-HR | 11/14/2014 | 000114420414068955 |
| Q2 2014 | 831 | 798,620 | MDY, SPY, VZ, AAPL | 13F-HR | 8/6/2014 | 000114420414047334 |
| Q1 2014 | 772 | 650,297 | XOM, QCOM, MSFT, MCD | 13F-HR | 5/15/2014 | 000114420414030824 |
| Q4 2013 | 699 | 709,282 | MDY, SPY, XOM, MCD | RESTATEMENT | 2/12/2014 | 000114420414007762 |