| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | 993,719 | ITOT, RCGE, RSP, ISHG | 13F-HR | 8/3/2026 | 000119312526329643 |
| Q1 2026 | 56 | 987,711 | ITOT, RSP, RCGE, ISHG | 13F-HR | 5/11/2026 | 000119312526216487 |
| Q4 2025 | 53 | 891,733 | ITOT, RSP, GLD, ISHG | 13F-HR | 2/10/2026 | 000119312526043898 |
| Q3 2025 | 57 | 950,336 | ITOT, RSP, ISHG, CHH | 13F-HR | 11/12/2025 | 000119312525276016 |
| Q2 2025 | 54 | 853,040 | RSP, ITOT, CHH, ISHG | 13F-HR | 8/12/2025 | 000095012325007628 |
| Q1 2025 | 43 | 844,426 | ITOT, RSP, TLT, AGG | 13F-HR | 5/13/2025 | 000095012325004732 |
| Q4 2024 | 46 | 950,683 | CHH, RSP, ITOT, JPST | 13F-HR | 2/12/2025 | 000095012325001727 |
| Q3 2024 | 46 | 872,334 | ITOT, CHH, AGG, GOVT | 13F-HR | 11/12/2024 | 000095012324010929 |
| Q2 2024 | 74 | 748,834 | ITOT, CHH, AGG, TIP | 13F-HR | 8/13/2024 | 000095012324007983 |
| Q1 2024 | 62 | 794,270 | ITOT, CHH, AGG, TIP | 13F-HR | 5/13/2024 | 000095012324004564 |
| Q4 2023 | 63 | 692,822 | ITOT, CHH, AGG, TIP | 13F-HR | 2/13/2024 | 000095012324001710 |
| Q3 2023 | 190 | 775,749 | ITOT, CHH, AGG, GBIL | 13F-HR | 11/13/2023 | 000095012323010136 |
| Q2 2023 | 177 | 689,813 | ITOT, CHH, AGG, IDEV | 13F-HR | 8/9/2023 | 000095012323006990 |
| Q1 2023 | 187 | 771,961 | CHH, ITOT, AGG, ASHR | 13F-HR | 5/10/2023 | 000095012323004252 |
| Q4 2022 | 166 | 820,241 | MCHI, ITOT, EWY, EWT | 13F-HR | 2/13/2023 | 000095012323001761 |
| Q3 2022 | 170 | 762,003 | ITOT, CHH, MCHI, EWY | 13F-HR | 11/10/2022 | 000095012322011421 |
| Q2 2022 | 170 | 862,495 | ITOT, CHH, MCHI, IDEV | 13F-HR | 8/8/2022 | 000095012322007959 |
| Q1 2022 | 181 | 734,936 | ITOT, CHH, ECH, IDEV | 13F-HR | 5/11/2022 | 000095012322005177 |
| Q4 2021 | 213 | 672,561 | ITOT, INDA, CHH, IDEV | 13F-HR | 2/11/2022 | 000095012322001956 |
| Q3 2021 | 180 | 591,563 | ITOT, INDA, EEM, IEFA | 13F-HR | 11/12/2021 | 000095012321014777 |
| Q2 2021 | 183 | 677,103 | ITOT, INDA, EEM, IEFA | 13F-HR | 8/10/2021 | 000095012321010126 |
| Q1 2021 | 227 | 595,425 | ITOT, IEMG, INDA, IEFA | 13F-HR | 5/14/2021 | 000095012321006516 |
| Q4 2020 | 170 | 244,233 | MFO VANGUARD WORLD FD MEGA CAP 300 GROWTH INDEX FD, EWZ, INDA, MINT | 13F-HR | 2/12/2021 | 000095012321001893 |
| Q3 2020 | 191 | 194,498 | MFO VANGUARD WORLD FD MEGA CAP 300 GROWTH INDEX FD, MINT, MSFT, AAPL | 13F-HR | 10/30/2020 | 000095012320010611 |
| Q2 2020 | 181 | 187,810 | MFO VANGUARD WORLD FD MEGA CAP 300 GROWTH INDEX FD, BABA, BFYT, PAR | 13F-HR | 8/13/2020 | 000095012320008586 |
| Q1 2020 | 106 | 181,319 | VANGUARD WORLD FD, EWY, RST, XLC | 13F-HR | 5/15/2020 | 000095012320005124 |
| Q4 2019 | 114 | 250,529 | MINT, AGG, HIIQ, RST | 13F-HR | 2/14/2020 | 000095012320002365 |
| Q3 2019 | 110 | 210,197 | MINT, BABA, RST, PAR | 13F-HR | 11/13/2019 | 000095012319010864 |
| Q2 2019 | 112 | 219,053 | MINT, BABA, INDA, IVV | 13F-HR | 8/14/2019 | 000095012319008133 |
| Q1 2019 | 79 | 224,529 | BABA, MINT, EWZ, EWW | 13F-HR | 5/10/2019 | 000095012319004336 |
| Q4 2018 | 83 | 231,397 | BABA, MINT, PDD, EWZ | 13F-HR | 2/14/2019 | 000095012319002125 |
| Q3 2018 | 87 | 236,647 | MINT, BABA, TGS, BAP | 13F-HR | 11/13/2018 | 000095012318011343 |
| Q1 2014 | 15 | 247,075 | EWT, EWW, FM, EWZ | 13F-HR | 5/15/2014 | 000095012314006196 |
| Q4 2013 | 25 | 913,236 | WUBA, EWT, EWW, EWY | 13F-HR | 2/14/2014 | 000095012314002607 |