| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | 15,287,675 | IVV, VV, VOO, SPY | 13F-HR | 8/5/2026 | 000092963826002885 |
| Q1 2026 | 41 | 12,986,336 | IVV, VV, VOO, SPY | 13F-HR | 4/28/2026 | 000092963826001629 |
| Q4 2025 | 42 | 13,637,345 | IVV, VV, VOO, SPY | 13F-HR | 2/4/2026 | 000092963826000490 |
| Q3 2025 | 42 | 13,183,442 | IVV, VV, VOO, SPY | 13F-HR | 11/4/2025 | 000092963825004118 |
| Q2 2025 | 43 | 12,357,582 | IVV, VV, VOO, SPY | 13F-HR | 8/8/2025 | 000092963825002941 |
| Q1 2025 | 43 | 11,132,437 | IVV, VV, VOO, SPY | 13F-HR | 5/5/2025 | 000092963825001776 |
| Q4 2024 | 45 | 11,672,111 | IVV, VV, VOO, SPY | 13F-HR | 1/31/2025 | 000092963825000460 |
| Q3 2024 | 45 | 11,122,341 | IVV, VV, VOO, SPY | 13F-HR | 10/24/2024 | 000092963824003576 |
| Q2 2024 | 45 | 10,025,375 | IVV, VV, VOO, SPY | 13F-HR | 7/31/2024 | 000092963824002696 |
| Q1 2024 | 42 | 9,463,311 | IVV, VV, SPY, VOO | 13F-HR | 4/24/2024 | 000092963824001550 |
| Q4 2023 | 42 | 8,794,810 | IVV, VV, SPY, VOO | 13F-HR | 2/6/2024 | 000092963824000377 |
| Q3 2023 | 43 | 8,111,937 | IVV, VV, SPY, VOO | 13F-HR | 10/24/2023 | 000092963823002821 |
| Q2 2023 | 43 | 8,491,691 | IVV, VV, SPY, VOO | 13F-HR | 8/3/2023 | 000092963823002148 |
| Q1 2023 | 43 | 8,057,505 | IVV, VTI, VV, SPY | 13F-HR | 4/28/2023 | 000092963823001246 |
| Q4 2022 | 43 | 8,159,237 | IVV, VTI, VV, SPY | 13F-HR | 2/6/2023 | 000092963823000273 |
| Q3 2022 | 43 | 8,866,729 | IVV, SPY, VV, VTI | 13F-HR | 11/2/2022 | 000156761922019041 |
| Q2 2022 | 45 | 9,431,216 | VV, IVV, SPY, VTI | 13F-HR | 7/29/2022 | 000156761922014625 |
| Q1 2022 | 46 | 11,280,927 | VV, IVV, SPY, VTI | 13F-HR | 4/25/2022 | 000156761922008861 |
| Q4 2021 | 46 | 12,440,521 | VTI, VV, IVV, SPY | 13F-HR | 1/24/2022 | 000156761922001484 |
| Q3 2021 | 44 | 11,511,207 | VTI, VV, IVV, SPY | 13F-HR | 10/26/2021 | 000156761921018681 |
| Q2 2021 | 46 | 11,579,401 | VTI, VV, IWB, SPY | 13F-HR | 7/26/2021 | 000156761921013943 |
| Q1 2021 | 48 | 10,447,154 | VTI, VV, IVV, SPY | 13F-HR | 4/28/2021 | 000156761921008672 |
| Q4 2020 | 51 | 10,211,887 | VTI, VV, IVV, SPY | 13F-HR | 1/26/2021 | 000156761921001484 |
| Q3 2020 | 55 | 9,438,889 | VTI, VV, IVV, SPY | 13F-HR | 10/27/2020 | 000156761920018196 |
| Q2 2020 | 55 | 8,321,575 | VTI, VV, IVV, SPY | 13F-HR | 7/20/2020 | 000156761920013448 |
| Q1 2020 | 54 | 6,790,427 | VTI, VV, IVV, SPY | 13F-HR | 4/23/2020 | 000156761920008283 |
| Q4 2019 | 62 | 8,362,988 | VV, VOO, IVV, SPY | 13F-HR | 1/29/2020 | 000156761920001684 |
| Q3 2019 | 62 | 7,910,151 | VV, VOO, SPY, IVV | 13F-HR | 10/28/2019 | 000156761919020027 |
| Q2 2019 | 62 | 7,984,754 | SPY, VOO, VV, IVV | 13F-HR | 8/2/2019 | 000156761919015665 |
| Q1 2019 | 57 | 8,164,930 | SPY, IVV, VOO, VV | 13F-HR | 5/10/2019 | 000156761919010348 |
| Q4 2018 | 55 | 7,380,558 | SPY, IVV, VOO, VV | 13F-HR | 2/12/2019 | 000156761919003107 |
| Q3 2018 | 53 | 7,824,831 | SPY, IVV, VOO, VV | 13F-HR | 11/13/2018 | 000156761918005736 |
| Q2 2018 | 54 | 7,951,853 | SPY, VOO, IVV, VV | 13F-HR | 8/10/2018 | 000156761918000290 |
| Q1 2018 | 59 | 5,996,841 | VOO, IVV, SPY, LQD | 13F-HR | 5/10/2018 | 000114036118022708 |
| Q4 2017 | 59 | 5,591,837 | VOO, IVV, SPY, LQD | 13F-HR | 2/9/2018 | 000114036118005984 |
| Q3 2017 | 57 | 4,939,939 | IVV, VOO, SPY, LQD | 13F-HR | 11/13/2017 | 000114036117041949 |
| Q2 2017 | 52 | 5,049,660 | IVV, SPY, VOO, LQD | 13F-HR | 8/9/2017 | 000114036117030714 |
| Q1 2017 | 52 | 4,758,532 | IVV, SPY, VOO, LQD | 13F-HR | 5/11/2017 | 000114036117019488 |
| Q4 2016 | 52 | 4,322,028 | IVV, VOO, LQD, SPY | 13F-HR | 2/10/2017 | 000114036117005725 |
| Q3 2016 | 49 | 3,984,636 | IVV, LQD, VOO, SPY | 13F-HR | 11/14/2016 | 000114036116085997 |
| Q2 2016 | 49 | 3,153,737 | VOO, LQD, IVV, SPY | 13F-HR | 8/12/2016 | 000114036116076112 |
| Q1 2016 | 50 | 2,573,219 | LQD, SPY, IVV, DIA | 13F-HR | 5/16/2016 | 000114036116065372 |
| Q4 2015 | 55 | 2,908,017 | LQD, SPY, IVV, VOO | 13F-HR | 2/8/2016 | 000114036116050585 |
| Q3 2015 | 54 | 2,729,557 | LQD, SPY, VOO, IVV | 13F-HR | 11/12/2015 | 000114036115040751 |
| Q2 2015 | 57 | 2,651,570 | LQD, IVV, SPY, VOO | 13F-HR | 8/13/2015 | 000114036115031537 |
| Q1 2015 | 57 | 2,450,233 | LQD, IVV, VOO, SPY | 13F-HR | 5/12/2015 | 000114036115019020 |
| Q4 2014 | 58 | 2,347,691 | VOO, IVV, SPY, LQD | 13F-HR | 2/12/2015 | 000114036115005690 |
| Q3 2014 | 58 | 2,016,638 | VOO, SPY, IVV, LQD | 13F-HR | 11/12/2014 | 000114036114041146 |
| Q2 2014 | 57 | 1,617,009 | SPY, IVV, LQD, DIA | 13F-HR | 8/12/2014 | 000114036114031848 |
| Q1 2014 | 55 | 1,301,961 | SPY, LQD, DIA, IWB | 13F-HR | 5/12/2014 | 000114036114020027 |
| Q4 2013 | 54 | 1,530,881 | IVV, SPY, LQD, DIA | 13F-HR | 2/12/2014 | 000114036114006080 |