| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2020 | 1,181 | 2,975,874 | AAPL, VTI, QQQ, IJH | 13F-HR | 11/13/2020 | 000108514620002918 |
| Q2 2020 | 1,107 | 2,705,023 | AAPL, VTI, IJH, MSFT | 13F-HR | 8/13/2020 | 000108514620002189 |
| Q1 2020 | 1,061 | 2,324,907 | AAPL, VTI, MSFT, IVV | 13F-HR | 5/8/2020 | 000108514620001362 |
| Q4 2019 | 1,206 | 2,960,649 | AAPL, VTI, IJH, IVV | 13F-HR | 2/10/2020 | 000108514620000484 |
| Q3 2019 | 1,634 | 2,810,418 | VTI, AAPL, IJH, IVV | 13F-HR | 11/6/2019 | 000108514619002756 |
| Q2 2019 | 1,200 | 2,894,714 | VTI, AAPL, IJH, IVV | 13F-HR | 8/12/2019 | 000108514619002184 |
| Q1 2019 | 1,153 | 2,917,634 | VTI, AAPL, QQQ, IJH | 13F-HR | 5/6/2019 | 000108514619001353 |
| Q4 2018 | 1,069 | 2,531,298 | VTI, AAPL, QQQ, BND | 13F-HR | 2/15/2019 | 000108514619000975 |
| Q3 2018 | 1,182 | 2,918,272 | VTI, AAPL, QQQ, IJH | RESTATEMENT | 1/3/2019 | 000108514619000001 |
| Q2 2018 | 1,154 | 2,652,242 | VTI, AAPL, QQQ, IVV | 13F-HR | 8/8/2018 | 000151264718000003 |
| Q1 2018 | 1,171 | 2,592,892 | VTI, AAPL, IVV, QQQ | 13F-HR | 5/11/2018 | 000151264718000002 |
| Q4 2017 | 1,536 | 2,513,557 | VTI, AAPL, IVV, SPY | 13F-HR | 2/8/2018 | 000151264718000001 |
| Q3 2017 | 1,119 | 2,321,615 | VTI, AAPL, IVV, SPY | 13F-HR | 11/14/2017 | 000151264717000004 |
| Q2 2017 | 1,134 | 2,241,666 | VTI, AAPL, BND, SPY | 13F-HR | 8/14/2017 | 000151264717000003 |
| Q1 2017 | 1,092 | 1,934,623 | VTI, AAPL, SPY, BND | 13F-HR | 5/15/2017 | 000151264717000002 |
| Q4 2016 | 1,095 | 1,978,718 | VTI, AAPL, SPY, BND | 13F-HR | 2/13/2017 | 000151264717000001 |
| Q3 2016 | 1,033 | 1,884,135 | VTI, AAPL, AGG, BND | 13F-HR | 11/14/2016 | 000151264716000013 |
| Q2 2016 | 1,034 | 1,797,707 | VTI, AAPL, AGG, SPY | 13F-HR | 8/15/2016 | 000151264716000012 |
| Q1 2016 | 1,002 | 1,798,992 | AAPL, AGG, SPY, VTI | 13F-HR | 5/12/2016 | 000151264716000011 |
| Q4 2015 | 1,093 | 1,930,507 | SPY, AAPL, VTI, AGG | 13F-HR | 2/16/2016 | 000151264716000010 |
| Q3 2015 | 1,046 | 1,817,933 | SHY, AAPL, SPY, VTI | 13F-HR | 11/12/2015 | 000151264715000007 |
| Q2 2015 | 1,142 | 2,232,153 | AAPL, SPY, LQD, AGG | 13F-HR | 8/13/2015 | 000151264715000006 |
| Q1 2015 | 1,072 | 1,512,263 | SPY, AAPL, IWM, EFA | 13F-HR | 5/15/2015 | 000151264715000004 |
| Q4 2014 | 1,028 | 1,374,459 | SPY, AAPL, IWM, IEF | 13F-HR | 2/9/2015 | 000151264715000002 |
| Q3 2014 | 1,029 | 1,260,749 | AAPL, SPY, IWM, IJH | 13F-HR | 11/12/2014 | 000151264714000008 |
| Q2 2014 | 977 | 1,363,095 | IWM, SPY, MDY, IVV | RESTATEMENT | 8/14/2014 | 000151264714000006 |
| Q1 2014 | 1,002 | 1,332,325 | IWM, IVV, AAPL, SPY | 13F-HR | 5/15/2014 | 000151264714000003 |
| Q4 2013 | 945 | 1,247,954 | IVV, AAPL, IJH, MDY | RESTATEMENT | 2/13/2014 | 000151264714000002 |