| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 797 | 1,223,500 | ITOT, VTI, IVV, BSV | 13F-HR | 8/6/2026 | 000148382426000004 |
| Q1 2026 | 853 | 1,111,816 | ITOT, VTI, BSV, IVV | 13F-HR | 5/11/2026 | 000148382426000003 |
| Q4 2025 | 818 | 1,126,984 | ITOT, VTI, BSV, IVV | 13F-HR | 2/26/2026 | 000148382426000002 |
| Q3 2025 | 691 | 1,110,414 | ITOT, VTI, BSV, IVV | 13F-HR | 11/24/2025 | 000148382425000007 |
| Q2 2025 | 695 | 1,059,631 | ITOT, VTI, BSV, IVV | 13F-HR | 8/8/2025 | 000148382425000004 |
| Q1 2025 | 697 | 987,404 | ITOT, VTI, BSV, IVV | 13F-HR | 5/14/2025 | 000148382425000003 |
| Q4 2024 | 586 | 984,260 | ITOT, VTI, BSV, IVV | 13F-HR | 2/5/2025 | 000148382425000002 |
| Q3 2024 | 459 | 998,788 | ITOT, VTI, BSV, IVV | 13F-HR | 11/8/2024 | 000148382424000006 |
| Q2 2024 | 438 | 956,173 | ITOT, VTI, BSV, IVV | 13F-HR | 8/5/2024 | 000148382424000005 |
| Q1 2024 | 534 | 937,923 | ITOT, VTI, BSV, IVV | RESTATEMENT | 5/13/2024 | 000148382424000004 |
| Q4 2023 | 415 | 876,099 | ITOT, VTI, BSV, MINT | 13F-HR | 2/12/2024 | 000148382424000002 |
| Q3 2023 | 413 | 816,184 | ITOT, VTI, BSV, MINT | 13F-HR | 11/9/2023 | 000148382423000005 |
| Q2 2023 | 411 | 837,004 | ITOT, VTI, BSV, MINT | 13F-HR | 8/16/2023 | 000148382423000004 |
| Q1 2023 | 415 | 807,427 | ITOT, BSV, VTI, MINT | 13F-HR | 5/2/2023 | 000148382423000003 |
| Q4 2022 | 390 | 764,350 | ITOT, BSV, VTI, MINT | 13F-HR | 2/15/2023 | 000148382423000002 |
| Q3 2022 | 372 | 720,573 | ITOT, BSV, MINT, AGG | 13F-HR | 11/9/2022 | 000148382422000005 |
| Q2 2022 | 84 | 737,973 | ITOT, BSV, MINT, AGG | 13F-HR | 8/11/2022 | 000148382422000004 |
| Q1 2022 | 93 | 837,589 | ITOT, BSV, AGG, MINT | 13F-HR | 5/18/2022 | 000148382422000003 |
| Q4 2021 | 381 | 886,212 | ITOT, BSV, MINT, AGG | 13F-HR | 2/14/2022 | 000148382422000002 |
| Q3 2021 | 376 | 817,820 | ITOT, BSV, AGG, MINT | 13F-HR | 11/9/2021 | 000148382421000005 |
| Q2 2021 | 355 | 801,540 | ITOT, BSV, AGG, MINT | 13F-HR | 8/2/2021 | 000148382421000004 |
| Q1 2021 | 328 | 754,703 | ITOT, BSV, AGG, MINT | 13F-HR | 5/10/2021 | 000148382421000003 |
| Q4 2020 | 292 | 724,650 | ITOT, BSV, AGG, MINT | 13F-HR | 2/12/2021 | 000148382421000002 |
| Q3 2020 | 284 | 663,785 | ITOT, BSV, AGG, MINT | 13F-HR | 11/13/2020 | 000148382420000005 |
| Q2 2020 | 284 | 609,477 | ITOT, BSV, AGG, MINT | 13F-HR | 8/13/2020 | 000148382420000004 |
| Q1 2020 | 267 | 544,768 | ITOT, BSV, AGG, MINT | 13F-HR | 5/7/2020 | 000148382420000003 |
| Q4 2019 | 271 | 612,516 | ITOT, BSV, MINT, AGG | 13F-HR | 2/5/2020 | 000148382420000002 |
| Q3 2019 | 279 | 558,881 | ITOT, MINT, BSV, IXUS | 13F-HR | 11/12/2019 | 000148382419000005 |
| Q2 2019 | 274 | 492,712 | ITOT, MINT, BSV, IXUS | 13F-HR | 8/9/2019 | 000148382419000004 |
| Q1 2019 | 230 | 474,556 | ITOT, MINT, BSV, IXUS | 13F-HR | 5/15/2019 | 000148382419000003 |
| Q4 2018 | 232 | 405,685 | ITOT, MINT, IXUS, BSV | 13F-HR | 2/6/2019 | 000148382419000002 |
| Q3 2018 | 205 | 387,775 | ITOT, MINT, IXUS, IVV | 13F-HR | 11/9/2018 | 000148382418000006 |
| Q2 2018 | 195 | 365,170 | ITOT, MINT, IVV, USMV | 13F-HR | 8/7/2018 | 000148382418000005 |
| Q1 2018 | 201 | 347,828 | ITOT, MINT, IVV, USMV | 13F-HR | 5/11/2018 | 000148382418000004 |
| Q4 2017 | 200 | 365,062 | ITOT, TOTL, MINT, IVV | 13F-HR | 2/9/2018 | 000148382418000003 |
| Q3 2017 | 274 | 346,817 | ITOT, TOTL, MINT, IVV | 13F-HR | 11/13/2017 | 000148382417000005 |
| Q2 2017 | 179 | 335,131 | TOTL, ITOT, MINT, IVV | 13F-HR | 7/11/2017 | 000148382417000004 |
| Q1 2017 | 179 | 339,560 | MINT, TOTL, ITOT, IVV | 13F-HR | 5/10/2017 | 000148382417000003 |
| Q4 2016 | 182 | 326,064 | MINT, USMV, TOTL, IVV | 13F-HR | 2/7/2017 | 000148382417000002 |
| Q3 2016 | 166 | 332,598 | MINT, TOTL, USMV, IVV | 13F-HR | 11/7/2016 | 000148382416000015 |
| Q2 2016 | 176 | 319,367 | MINT, TOTL, USMV, IVV | 13F-HR | 8/4/2016 | 000148382416000014 |
| Q1 2016 | 149 | 308,271 | MINT, TOTL, USMV, NEAR | 13F-HR | 5/10/2016 | 000148382416000013 |
| Q4 2015 | 149 | 322,754 | MINT, USMV, IXUS, VTV | 13F-HR | 2/9/2016 | 000148382416000012 |
| Q3 2015 | 158 | 326,581 | MINT, IXUS, USMV, VTV | 13F-HR | 11/5/2015 | 000148382415000008 |
| Q2 2015 | 163 | 393,713 | MINT, VTV, VBR, VIG | 13F-HR | 7/20/2015 | 000148382415000007 |
| Q1 2015 | 156 | 426,033 | MINT, VTV, VBR, ACWI | 13F-HR | 5/7/2015 | 000148382415000006 |
| Q4 2014 | 162 | 436,834 | MINT, ACWI, VTV, GSY | 13F-HR | 1/20/2015 | 000148382415000002 |
| Q3 2014 | 161 | 439,826 | MINT, ACWI, VTV, GSY | 13F-HR | 11/12/2014 | 000148382414000013 |
| Q2 2014 | 165 | 444,071 | MINT, ACWI, GSY, VTV | 13F-HR | 8/5/2014 | 000148382414000006 |
| Q1 2014 | 164 | 434,412 | MINT, ACWI, GSY, VTV | 13F-HR | 5/6/2014 | 000148382414000004 |
| Q4 2013 | 165 | 425,493 | ACWI, SDY, DWX, HYS | 13F-HR | 2/13/2014 | 000148382414000002 |