| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 25 | 345,666 | IVV, VUG, SCHD, SMH | 13F-HR | 4/15/2024 | 000117266124001846 |
| Q4 2023 | 22 | 314,004 | IVV, VUG, SCHD, FLOT | 13F-HR | 2/12/2024 | 000117266124000667 |
| Q3 2023 | 23 | 284,035 | IVV, SCHD, VUG, XLE | 13F-HR | 10/19/2023 | 000117266123003453 |
| Q2 2023 | 25 | 296,845 | IVV, SCHD, VUG, XLE | 13F-HR | 7/28/2023 | 000117266123002656 |
| Q1 2023 | 21 | 271,076 | IVV, SCHD, VUG, XLE | 13F-HR | 5/8/2023 | 000117266123001885 |
| Q4 2022 | 22 | 260,320 | IVV, VTI, VUG, DGRO | 13F-HR | 1/19/2023 | 000117266123000211 |
| Q3 2022 | 18 | 246,488 | IVV, VTI, VUG, DGRO | 13F-HR | 10/28/2022 | 000160658722002036 |
| Q2 2022 | 19 | 259,565 | IVV, VTI, VUG, DGRO | RESTATEMENT | 8/11/2022 | 000160658722001721 |
| Q1 2022 | 20 | 307,307 | IVV, VTI, VUG, VCSH | NEW HOLDINGS | 5/5/2022 | 000160658722000959 |
| Q1 2022 | 18 | 305,035 | IVV, VTI, VUG, VCSH | 13F-HR | 4/20/2022 | 000160658722000717 |
| Q4 2021 | 21 | 322,485 | IVV, VTI, VUG, IJR | 13F-HR | 1/26/2022 | 000160658722000117 |
| Q3 2021 | 20 | 295,042 | IVV, VTI, VUG, IJR | 13F-HR | 10/21/2021 | 000160658721001353 |
| Q2 2021 | 18 | 286,483 | IVV, VTI, VUG, IJR | 13F-HR | 7/20/2021 | 000160658721000796 |
| Q1 2021 | 14 | 256,508 | IVV, VTI, VUG, IJR | 13F-HR | 4/23/2021 | 000160658721000404 |
| Q4 2020 | 12 | 239,677 | IVV, VTI, VUG, XLK | 13F-HR | 1/13/2021 | 000160658721000023 |
| Q3 2020 | 11 | 215,709 | IVV, VTI, VUG, VCSH | 13F-HR | 10/30/2020 | 000160658720001163 |
| Q2 2020 | 10 | 195,244 | IVV, VTI, VUG, VCSH | 13F-HR | 7/16/2020 | 000160658720000738 |
| Q1 2020 | 12 | 84,106 | MCO, PEP, SPY, VUG | 13F-HR | 4/17/2020 | 000160658720000377 |
| Q4 2019 | 12 | 193,613 | IVV, VTI, VUG, IJR | 13F-HR | 1/17/2020 | 000160658720000043 |
| Q3 2019 | 13 | 173,343 | IVV, VTI, VUG, VCSH | 13F-HR | 10/22/2019 | 000160658719000898 |
| Q2 2019 | 13 | 166,054 | IVV, VTI, VUG, IJR | 13F-HR | 7/24/2019 | 000160658719000675 |
| Q1 2019 | 14 | 164,615 | IVV, VTI, IJR, VTV | 13F-HR | 5/7/2019 | 000160658719000498 |
| Q4 2018 | 15 | 143,533 | IVV, IJR, VTI, VTV | 13F-HR | 2/5/2019 | 000160658719000148 |
| Q3 2018 | 15 | 163,144 | IVV, IJR, VTI, VTV | 13F-HR | 10/31/2018 | 000160658718000810 |
| Q2 2018 | 12 | 147,615 | IVV, IJR, VWO, VTI | 13F-HR | 7/30/2018 | 000160658718000546 |
| Q1 2018 | 10 | 125,501 | IVV, VWO, IJR, VTI | 13F-HR | 5/9/2018 | 000160658718000406 |
| Q4 2017 | 14 | 136,209 | IVV, VTV, IJR, RSP.MX | 13F-HR | 2/6/2018 | 000160658718000128 |
| Q3 2017 | 13 | 126,548 | IVV, IJR, VTV, XLV | 13F-HR | 11/7/2017 | 000160658717000638 |
| Q2 2017 | 15 | 125,802 | IJR, IVV, XLV, RSP.MX | 13F-HR | 8/1/2017 | 000160658717000436 |
| Q1 2017 | 14 | 121,508 | VTI, IJR, IVV, XLV | RESTATEMENT | 7/19/2017 | 000160658717000394 |
| Q4 2016 | 15 | 115,054 | VTI, IVV, IJR, XLV | RESTATEMENT | 7/19/2017 | 000160658717000395 |
| Q3 2016 | 15 | 106,754 | IVV, VTI, IJR, XLV | 13F-HR | 11/14/2016 | 000160658716000865 |
| Q2 2016 | 14 | 94,813 | IJR, VTI, IVV, RSP.MX | 13F-HR | 8/5/2016 | 000160658716000708 |
| Q1 2016 | 14 | 94,813 | IJR, VTI, IVV, RSP.MX | 13F-HR | 5/10/2016 | 000160658716000600 |
| Q4 2015 | 47 | 96,367 | IJR, XLV, VTI, RSP.MX | 13F-HR | 2/9/2016 | 000160658716000412 |
| Q3 2015 | 105 | 97,278 | IJR, XLV, RSP.MX, VTI | 13F-HR | 11/16/2015 | 000160658715000323 |
| Q2 2015 | 84 | 110,018 | IJR, XLV, VTI, RSP.MX | 13F-HR | 7/27/2015 | 000160658715000214 |
| Q1 2015 | 15 | 107,791 | IJR, RSP.MX, VTI, IVV | 13F-HR | 5/13/2015 | 000160658715000166 |