| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 17 | 156,228 | VTI, ITOT, VTWO, VGT | 13F-HR | 2/13/2024 | 000095012324001793 |
| Q3 2023 | 17 | 140,071 | VTI, ITOT, VTWO, VGT | 13F-HR | 11/14/2023 | 000095012323010588 |
| Q2 2023 | 17 | 145,794 | VTI, ITOT, VTWO, VGT | 13F-HR | 8/14/2023 | 000095012323007844 |
| Q1 2023 | 17 | 135,238 | VTI, ITOT, VTWO, IGF | 13F-HR | 4/27/2023 | 000095012323003449 |
| Q4 2022 | 13 | 124,758 | VTI, ITOT, VTWO, IGF | 13F-HR | 2/8/2023 | 000095012323001118 |
| Q3 2022 | 13 | 116,625 | VTI, ITOT, VTWO, IGF | 13F-HR | 11/14/2022 | 000095012322011768 |
| Q2 2022 | 13 | 123,075 | VTI, ITOT, VTWO, IGF | 13F-HR | 8/12/2022 | 000095012322008665 |
| Q1 2022 | 13 | 170,431 | VTI, ITOT, VTWO, IGF | 13F-HR | 5/12/2022 | 000095012322005328 |
| Q4 2021 | 13 | 180,729 | VTI, ITOT, VTWO, IEFA | 13F-HR | 2/14/2022 | 000095012322002659 |
| Q3 2021 | 13 | 167,351 | VTI, ITOT, VTWO, IEFA | 13F-HR | 11/9/2021 | 000095012321014346 |
| Q2 2021 | 13 | 177,251 | ITOT, VTWO, VGT, IGF | 13F-HR | 8/13/2021 | 000095012321010801 |
| Q1 2021 | 14 | 164,666 | ITOT, VTWO, IGF, VGT | 13F-HR | 4/27/2021 | 000095012321004972 |
| Q4 2020 | 12 | 170,152 | ITOT, VTWO, IGF, VGT | 13F-HR | 2/16/2021 | 000095012321002480 |
| Q3 2020 | 12 | 147,882 | ITOT, VTWO, IGF, VGT | 13F-HR | 11/12/2020 | 000095012320011231 |
| Q2 2020 | 12 | 136,634 | ITOT, VTWO, IGF, VGT | 13F-HR | 8/6/2020 | 000095012320007768 |
| Q1 2020 | 3 | 85,071 | ITOT, IJH, IEFA | 13F-HR | 5/20/2020 | 000095012320005468 |
| Q4 2019 | 3 | 110,771 | ITOT, IJH, IEFA | 13F-HR | 2/14/2020 | 000095012320002352 |
| Q3 2019 | 3 | 102,706 | ITOT, IJH, IEFA | 13F-HR | 11/8/2019 | 000095012319010395 |
| Q2 2019 | 24 | 106,803 | ITOT, IJH, IEFA, T | 13F-HR | 8/14/2019 | 000095012319008152 |
| Q1 2019 | 24 | 103,839 | ITOT, IJH, IEFA, T | 13F-HR | 5/15/2019 | 000095012319005309 |
| Q4 2018 | 24 | 92,404 | ITOT, IJH, IEFA, T | 13F-HR | 2/14/2019 | 000095012319002048 |
| Q3 2018 | 26 | 109,075 | ITOT, IJH, IEFA, WFC | 13F-HR | 11/14/2018 | 000095012318011681 |
| Q2 2018 | 24 | 70,347 | RWR, WFC, C, AZO | 13F-HR | 7/31/2018 | 000095012318007181 |
| Q1 2018 | 108 | 108,341 | SPG, PSA, BPYU, AVB | 13F-HR | 5/14/2018 | 000095012318005211 |
| Q4 2017 | 108 | 112,956 | SPG, PSA, BPYU, MAC | 13F-HR | 2/14/2018 | 000095012318002181 |
| Q3 2017 | 109 | 121,087 | SPG, PSA, BPYU, AVB | 13F-HR | 11/14/2017 | 000095012317010738 |
| Q2 2017 | 111 | 120,495 | SPG, PSA, BPYU, EQR | 13F-HR | 8/1/2017 | 000095012317006527 |
| Q1 2017 | 111 | 117,018 | SPG, PSA, AVB, EQR | 13F-HR | 5/15/2017 | 000095012317005165 |
| Q4 2016 | 110 | 118,763 | SPG, PSA, AVB, EQR | 13F-HR | 2/14/2017 | 000095012317002271 |
| Q3 2016 | 105 | 122,075 | SPG, PSA, AVB, VTR | 13F-HR | 11/14/2016 | 000095012316022235 |
| Q2 2016 | 105 | 135,184 | SPG, PSA, AVB, VTR | 13F-HR | 8/10/2016 | 000095012316019248 |
| Q1 2016 | 106 | 131,947 | SPG, PSA, AVB, VTR | 13F-HR | 5/16/2016 | 000095012316017383 |
| Q4 2015 | 105 | 127,141 | SPG, PSA, VTR, AVB | 13F-HR | 2/16/2016 | 000095012316014868 |
| Q3 2015 | 107 | 117,120 | SPG, PSA, EQR, VTR | 13F-HR | 11/12/2015 | 000095012315011545 |
| Q2 2015 | 103 | 105,235 | SPG, PSA, VTR, AVB | 13F-HR | 8/5/2015 | 000095012315008051 |
| Q1 2015 | 103 | 107,087 | SPG, PSA, VTR, PEAK | 13F-HR | 5/12/2015 | 000095012315005481 |
| Q4 2014 | 115 | 96,586 | SPG, PSA, VTR, EQR | 13F-HR | 2/12/2015 | 000095012315001657 |
| Q3 2014 | 128 | 99,867 | LQD, SPG, PSA, VTR | 13F-HR | 11/10/2014 | 000095012314011256 |
| Q2 2014 | 126 | 111,093 | LQD, SPG, PSA, VTR | 13F-HR | 7/30/2014 | 000095012314007528 |
| Q1 2014 | 123 | 108,445 | LQD, SPG, VNO, CBLAQ | 13F-HR | 5/15/2014 | 000095012314006199 |
| Q4 2013 | 124 | 100,960 | LQD, SPG, VNO, SVC | 13F-HR | 2/14/2014 | 000095012314002571 |