| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 306 | 658,620 | IVV, AVDE, VTEB, AVUS | 13F-HR | 4/24/2025 | 000151260125000007 |
| Q4 2024 | 308 | 681,268 | IVV, VTEB, AVDE, AVUS | 13F-HR | 1/22/2025 | 000151260125000003 |
| Q3 2024 | 303 | 666,355 | IVV, AVDE, VTEB, AVUS | 13F-HR | 10/29/2024 | 000151260124000017 |
| Q2 2024 | 296 | 609,452 | IVV, VTEB, AVDE, AVUS | 13F-HR | 7/16/2024 | 000151260124000014 |
| Q1 2024 | 302 | 590,301 | IVV, VTEB, AVDE, SPY | 13F-HR | 4/23/2024 | 000151260124000009 |
| Q4 2023 | 274 | 504,293 | IVV, VTEB, MGV, IEFA | 13F-HR | 1/25/2024 | 000151260124000002 |
| Q3 2023 | 247 | 449,502 | IVV, VTEB, MGV, IEFA | 13F-HR | 10/27/2023 | 000151260123000011 |
| Q2 2023 | 280 | 479,310 | IVV, VTEB, MGV, IEFA | 13F-HR | 8/11/2023 | 000151260123000009 |
| Q1 2023 | 317 | 488,195 | IVV, VTEB, MGV, IEFA | 13F-HR | 5/15/2023 | 000151260123000006 |
| Q4 2022 | 308 | 465,693 | IVV, MGV, VTEB, IEFA | 13F-HR | 2/13/2023 | 000151260123000003 |
| Q3 2022 | 267 | 407,180 | IVV, VTEB, VGIT, SPY | 13F-HR | 11/14/2022 | 000151260122000009 |
| Q2 2022 | 278 | 417,326 | IVV, VTEB, VGIT, SPY | 13F-HR | 8/15/2022 | 000151260122000007 |
| Q1 2022 | 293 | 395,596 | IVV, IEFA, SPY, AAPL | 13F-HR | 5/16/2022 | 000151260122000005 |
| Q4 2021 | 260 | 398,291 | IVV, IEFA, SPY, AAPL | 13F-HR | 2/14/2022 | 000151260122000003 |
| Q3 2021 | 247 | 357,774 | IVV, SPY, IEFA, IJH | 13F-HR | 11/15/2021 | 000151260121000009 |
| Q2 2021 | 240 | 363,666 | IVV, SPY, IEFA, AAPL | 13F-HR | 8/16/2021 | 000151260121000007 |
| Q1 2021 | 214 | 346,133 | IVV, IEFA, SPY, AAPL | 13F-HR | 5/17/2021 | 000151260121000005 |
| Q4 2020 | 183 | 325,316 | IVV, IEFA, SPY, AAPL | 13F-HR | 2/16/2021 | 000151260121000002 |
| Q3 2020 | 155 | 266,437 | IVV, IEFA, SPY, IJH | 13F-HR | 11/13/2020 | 000151260120000008 |
| Q2 2020 | 143 | 298,433 | IVV, IEFA, SPY, IJH | 13F-HR | 8/13/2020 | 000151260120000006 |
| Q1 2020 | 111 | 240,828 | IVV, IEFA, SPY, IJH | 13F-HR | 5/14/2020 | 000151260120000004 |
| Q4 2019 | 129 | 293,527 | IVV, IEFA, SPY, EFA | 13F-HR | 2/18/2020 | 000151260120000002 |
| Q3 2019 | 141 | 259,942 | IVV, IEFA, SPY, EFA | 13F-HR | 11/12/2019 | 000151260119000007 |
| Q2 2019 | 142 | 264,486 | IVV, IEFA, SPY, EFA | 13F-HR | 8/13/2019 | 000151260119000005 |
| Q1 2019 | 99 | 252,661 | IVV, IEFA, SPY, EFA | 13F-HR | 5/14/2019 | 000151260119000004 |
| Q4 2018 | 96 | 264,754 | IVV, IEFA, EFA, VEA | 13F-HR | 2/13/2019 | 000151260119000001 |
| Q3 2018 | 139 | 262,502 | IEFA, IVV, EFA, SPY | 13F-HR | 11/9/2018 | 000151260118000003 |
| Q2 2018 | 95 | 231,262 | IEFA, IVV, EFA, SPY | 13F-HR | 8/7/2018 | 000151260118000002 |
| Q1 2018 | 87 | 223,247 | IEFA, IVV, EFA, SPY | 13F-HR | 5/10/2018 | 000151260118000001 |
| Q4 2017 | 91 | 240,378 | IVV, IEFA, EFA, SPY | 13F-HR | 2/8/2018 | 000139834418001767 |
| Q3 2017 | 88 | 229,479 | IVV, IEFA, EFA, SPY | 13F-HR | 11/3/2017 | 000151260117000005 |
| Q2 2017 | 85 | 219,679 | IVV, IEFA, EFA, SPY | 13F-HR | 8/8/2017 | 000151260117000004 |
| Q1 2017 | 70 | 201,949 | IVV, IEFA, EFA, SPY | 13F-HR | 5/17/2017 | 000151260117000003 |
| Q4 2016 | 73 | 191,486 | IVV, IEFA, EFA, SPY | 13F-HR | 2/13/2017 | 000151260117000001 |
| Q3 2016 | 69 | 2,896 | EFA, EEM, IAU, SCHZ | 13F-HR | 11/10/2016 | 000151260116000011 |
| Q2 2016 | 68 | 181,869 | EFA, IVV, SPY, EEM | 13F-HR | 8/11/2016 | 000151260116000009 |
| Q1 2016 | 63 | 177,541 | EFA, IVV, SPY, IWM | 13F-HR | 5/12/2016 | 000151260116000008 |
| Q4 2015 | 63 | 200,114 | IVV, EFA, SPY, IWM | 13F-HR | 2/12/2016 | 000151260116000006 |
| Q3 2015 | 61 | 167,732 | IVV, EFA, SPY, DBEF | 13F-HR | 11/9/2015 | 000151260115000005 |
| Q2 2015 | 59 | 157,487 | IVV, EFA, SPY, IJH | 13F-HR | 8/14/2015 | 000151260115000004 |
| Q1 2015 | 52 | 157,280 | EFA, IVV, SPY, IJH | 13F-HR | 5/14/2015 | 000151260115000003 |
| Q4 2014 | 55 | 123,856 | EFA, SPY, IVV, SCHF | 13F-HR | 2/13/2015 | 000151260115000002 |
| Q3 2014 | 53 | 127,738 | EFA, SPY, VGK, IVV | 13F-HR | 11/12/2014 | 000151260114000005 |
| Q2 2014 | 50 | 126,822 | EFA, SPY, VGK, XLE | 13F-HR | 8/12/2014 | 000151260114000004 |
| Q1 2014 | 51 | 123,576 | EFA, SPY, VGK, XLE | 13F-HR | 5/13/2014 | 000151260114000003 |
| Q4 2013 | 50 | 125,192 | EFA, SPY, IJH, XLE | 13F-HR | 2/20/2014 | 000151260114000002 |