| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 162 | 876,014 | IJR, SCHO, IVV, SCHR | 13F-HR | 4/10/2025 | 000108514625002043 |
| Q4 2024 | 165 | 907,614 | IJR, IVV, SCHO, AAPL | 13F-HR | 1/14/2025 | 000108514625000186 |
| Q3 2024 | 172 | 909,100 | IJR, IVV, SCHO, AAPL | 13F-HR | 10/9/2024 | 000108514624004750 |
| Q2 2024 | 166 | 843,969 | IJR, IVV, SCHO, AAPL | 13F-HR | 7/22/2024 | 000108514624003128 |
| Q1 2024 | 162 | 824,249 | IJR, IVV, SCHO, AAPL | 13F-HR | 4/12/2024 | 000108514624001760 |
| Q4 2023 | 158 | 762,135 | IJR, IVV, AAPL, SCHO | 13F-HR | 1/11/2024 | 000108514624000208 |
| Q3 2023 | 143 | 670,462 | IJR, IVV, AAPL, SCHO | 13F-HR | 11/2/2023 | 000108514623004057 |
| Q2 2023 | 151 | 707,080 | IJR, IVV, AAPL, MSFT | 13F-HR | 8/8/2023 | 000108514623003167 |
| Q1 2023 | 134 | 653,543 | IJR, IVV, AAPL, SCHO | 13F-HR | 5/8/2023 | 000108514623002125 |
| Q4 2022 | 127 | 589,988 | IJR, IVV, AAPL, SCHO | 13F-HR | 2/14/2023 | 000108514623001284 |
| Q3 2022 | 122 | 543,386 | IJR, IVV, SCHO, AAPL | 13F-HR | 10/31/2022 | 000108514622003689 |
| Q2 2022 | 126 | 563,347 | IJR, IVV, AAPL, SCHO | 13F-HR | 7/11/2022 | 000108514622002336 |
| Q1 2022 | 135 | 651,064 | IJR, IVV, AAPL, GOOGL | 13F-HR | 4/19/2022 | 000108514622001447 |
| Q4 2021 | 136 | 698,858 | IJR, IVV, AAPL, GOOGL | 13F-HR | 1/19/2022 | 000108514622000208 |
| Q3 2021 | 133 | 621,287 | IJR, IVV, AAPL, GOOGL | 13F-HR | 11/2/2021 | 000108514621002985 |
| Q2 2021 | 133 | 613,214 | IJR, IVV, AAPL, GOOGL | 13F-HR | 7/27/2021 | 000108514621002110 |
| Q1 2021 | 124 | 575,356 | IJR, IVV, AAPL, AMAT | 13F-HR | 5/10/2021 | 000108514621001508 |
| Q4 2020 | 119 | 519,719 | IJR, IVV, AAPL, MA | 13F-HR | 2/3/2021 | 000108514621000423 |
| Q3 2020 | 104 | 442,722 | IJR, IVV, AAPL, MA | 13F-HR | 11/5/2020 | 000108514620002748 |
| Q2 2020 | 103 | 410,517 | IJR, IVV, AAPL, MSFT | 13F-HR | 7/13/2020 | 000108514620001760 |
| Q1 2020 | 96 | 375,946 | IJR, SPLV, AAPL, XSLV | 13F-HR | 4/21/2020 | 000108514620001173 |
| Q4 2019 | 106 | 468,901 | IJR, SPLV, XSLV, AAPL | 13F-HR | 1/17/2020 | 000108514620000203 |
| Q3 2019 | 109 | 441,312 | IJR, SPLV, AAPL, XSLV | 13F-HR | 10/16/2019 | 000108514619002556 |
| Q2 2019 | 109 | 437,338 | IJR, SPLV, MA, AAPL | 13F-HR | 7/16/2019 | 000108514619001892 |
| Q1 2019 | 114 | 423,576 | IJR, SPLV, AAPL, MA | 13F-HR | 4/22/2019 | 000108514619001231 |
| Q4 2018 | 106 | 352,403 | IJR, SPLV, AAPL, IVV | 13F-HR | 1/29/2019 | 000108514619000247 |
| Q3 2018 | 134 | 433,672 | IJR, AAPL, SPLV, MA | 13F-HR | 10/19/2018 | 000108514618002348 |
| Q2 2018 | 108 | 361,679 | IJR, MA, AAPL, SPLV | 13F-HR | 7/16/2018 | 000108514618001692 |
| Q1 2018 | 107 | 350,036 | IJR, MA, SPLV, AAPL | 13F-HR | 4/17/2018 | 000108514618001098 |
| Q4 2017 | 109 | 355,492 | IJR, MA, AAPL, BRK-B | 13F-HR | 1/19/2018 | 000108514618000169 |
| Q3 2017 | 140 | 368,407 | IJR, AAPL, MA, BRK-B | 13F-HR | 11/2/2017 | 000108514617002180 |
| Q2 2017 | 112 | 312,895 | IJR, AAPL, MA, CERN | 13F-HR | 7/18/2017 | 000108514617001516 |
| Q1 2017 | 122 | 314,605 | IJR, AAPL, MA, BRK-B | 13F-HR | 4/20/2017 | 000108514617001006 |
| Q4 2016 | 127 | 314,375 | IJR, AAPL, IDXX, BRK-B | 13F-HR | 1/20/2017 | 000108514617000154 |
| Q3 2016 | 134 | 311,560 | IJR, AAPL, IDXX, MA | 13F-HR | 10/24/2016 | 000108514616004539 |
| Q2 2016 | 114 | 276,676 | IJR, IDXX, BCR, AAPL | 13F-HR | 8/2/2016 | 000108514616004113 |
| Q1 2016 | 86 | 242,530 | IJR, AAPL, WBA, MA | 13F-HR | 5/2/2016 | 000108514616003550 |
| Q4 2015 | 90 | 238,821 | IJR, AAPL, WBA, MA | 13F-HR | 2/5/2016 | 000108514616002776 |
| Q3 2015 | 90 | 224,006 | IJR, AAPL, WBA, MA | 13F-HR | 10/15/2015 | 000108514615002005 |
| Q2 2015 | 97 | 227,962 | IJR, AAPL, WBA, MA | 13F-HR | 7/31/2015 | 000108514615001545 |
| Q1 2015 | 97 | 215,434 | IJR, AAPL, WBA, MA | 13F-HR | 5/11/2015 | 000108514615001098 |
| Q4 2014 | 88 | 193,144 | AAPL, WBA, MA, INTC | 13F-HR | 1/26/2015 | 000108514615000161 |
| Q3 2014 | 85 | 177,680 | AAPL, INTC, BRK-B, MA | 13F-HR | 11/6/2014 | 000108514614002110 |
| Q2 2014 | 87 | 189,880 | IJR, AAPL, WBA, INTC | 13F-HR | 8/6/2014 | 000108514614001512 |
| Q1 2014 | 91 | 197,112 | IJR, AAPL, WAB, WBA | 13F-HR | 5/13/2014 | 000108514614001065 |
| Q4 2013 | 88 | 193,757 | AAPL, WAB, MA, BA | 13F-HR | 1/8/2014 | 000108514614000024 |