| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 104 | 509,974 | VCRB, VTI, IEFA, VTV | 13F-HR | 10/27/2026 | 000139834426018840 |
| Q2 2026 | 98 | 486,153 | VCRB, VTI, IEFA, VTV | 13F-HR | 8/3/2026 | 000139834426013293 |
| Q1 2026 | 88 | 462,442 | VCRB, VTI, IEFA, VTV | 13F-HR | 4/27/2026 | 000139834426007266 |
| Q4 2025 | 92 | 437,014 | VCRB, VTI, IEFA, VTV | 13F-HR | 2/3/2026 | 000139834426001931 |
| Q3 2025 | 89 | 429,110 | VCRB, VTI, IEFA, VTV | 13F-HR | 11/12/2025 | 000139834425020714 |
| Q2 2025 | 80 | 394,185 | VCRB, VTI, IEFA, VTV | 13F-HR | 7/15/2025 | 000139834425013169 |
| Q1 2025 | 82 | 366,003 | AGG, VTI, IEFA, VTV | 13F-HR | 4/22/2025 | 000139834425007512 |
| Q4 2024 | 83 | 353,314 | AGG, VTI, IEFA, JMUB | 13F-HR | 2/7/2025 | 000139834425002254 |
| Q3 2024 | 81 | 355,511 | AGG, VTI, IEFA, VTV | 13F-HR | 10/23/2024 | 000139834424019264 |
| Q2 2024 | 83 | 335,253 | AGG, VTI, IEFA, VTV | 13F-HR | 7/16/2024 | 000139834424012670 |
| Q1 2024 | 77 | 323,426 | AGG, VTI, IEFA, VTV | 13F-HR | 4/15/2024 | 000139834424007170 |
| Q4 2023 | 71 | 282,799 | VTI, AGG, IEFA, VTV | 13F-HR | 2/1/2024 | 000139834424001560 |
| Q3 2023 | 69 | 283,834 | VTI, AGG, IEFA, MUB | 13F-HR | 10/13/2023 | 000139834423019246 |
| Q2 2023 | 68 | 284,121 | VTI, AGG, IEFA, MUB | 13F-HR | 7/17/2023 | 000139834423013159 |
| Q1 2023 | 71 | 289,737 | VTI, AGG, IEFA, MUB | 13F-HR | 4/13/2023 | 000139834423007313 |
| Q4 2022 | 68 | 261,750 | VTI, IEFA, AGG, MUB | 13F-HR | 2/6/2023 | 000139834423002249 |
| Q3 2022 | 66 | 234,575 | VTI, AGG, IEFA, MUB | 13F-HR | 10/18/2022 | 000139834422020359 |
| Q2 2022 | 66 | 236,203 | VTI, AGG, IEFA, MUB | 13F-HR | 8/5/2022 | 000139834422014868 |
| Q1 2022 | 69 | 237,779 | VTI, AGG, IEFA, MUB | 13F-HR | 5/3/2022 | 000139834422008598 |
| Q4 2021 | 69 | 220,957 | VTI, AGG, IEFA, VEA | 13F-HR | 1/18/2022 | 000139834422000731 |
| Q3 2021 | 68 | 211,763 | VTI, AGG, IEFA, SCHO | 13F-HR | 10/22/2021 | 000139834421020221 |
| Q2 2021 | 62 | 210,453 | VTI, AGG, IEFA, SCHO | 13F-HR | 8/6/2021 | 000139834421015669 |
| Q1 2021 | 63 | 199,275 | VTI, AGG, IEFA, STIP | 13F-HR | 4/30/2021 | 000139834421009096 |
| Q4 2020 | 64 | 187,713 | VTI, AGG, IEFA, STIP | 13F-HR | 2/4/2021 | 000139834421002301 |
| Q3 2020 | 64 | 169,634 | VTI, AGG, IEFA, STIP | 13F-HR | 11/4/2020 | 000139834420021342 |
| Q2 2020 | 65 | 160,898 | VTI, IEFA, AGG, STIP | 13F-HR | 8/4/2020 | 000139834420014944 |
| Q1 2020 | 66 | 156,836 | VTI, ACWX, AGG, STIP | 13F-HR | 4/22/2020 | 000139834420008278 |
| Q4 2019 | 88 | 293,586 | VTI, ACWX, FISV, VGSH | 13F-HR | 1/13/2020 | 000139834420000631 |
| Q3 2019 | 75 | 250,804 | VTI, ACWX, VGSH, FISV | 13F-HR | 11/12/2019 | 000139834419019566 |
| Q2 2019 | 62 | 236,929 | VTI, ACWX, VGSH, VTIP | 13F-HR | 7/23/2019 | 000139834419012347 |
| Q1 2019 | 60 | 202,979 | VTI, ACWX, FISV, VWO | 13F-HR | 4/18/2019 | 000139834419006727 |
| Q4 2018 | 54 | 181,545 | VTI, ACWX, VWO, FISV | 13F-HR | 1/23/2019 | 000139834419000901 |
| Q3 2018 | 48 | 237,199 | VTI, ACWX, VGSH, VTIP | 13F-HR | 11/14/2018 | 000139834418016600 |
| Q2 2018 | 46 | 227,613 | VTI, ACWX, VGSH, VTIP | 13F-HR | 8/14/2018 | 000139834418011836 |
| Q1 2018 | 45 | 232,062 | VTI, ACWX, VGSH, VTIP | 13F-HR | 5/14/2018 | 000139834418007419 |
| Q4 2017 | 40 | 213,691 | VTI, ACWX, VWO, FISV | 13F-HR | 2/14/2018 | 000139834418002312 |
| Q3 2017 | 64 | 210,586 | VTI, ACWX, AMJ, VWO | 13F-HR | 11/15/2017 | 000139834417014736 |
| Q2 2017 | 59 | 209,577 | VTI, ACWX, AMJ, VWO | 13F-HR | 8/11/2017 | 000139834417010103 |
| Q1 2017 | 57 | 208,302 | VTI, ACWX, AMJ, BRK-B | 13F-HR | 5/15/2017 | 000139834417006364 |
| Q4 2016 | 45 | 191,772 | VTI, ACWX, AMJ, BRK-B | 13F-HR | 2/14/2017 | 000139834417002068 |
| Q3 2016 | 40 | 191,530 | VTI, ACWX, XLK, BRK-B | 13F-HR | 11/15/2016 | 000139834416020777 |
| Q2 2016 | 41 | 208,441 | VTI, ACWX, BRK-B, AMJ | 13F-HR | 8/15/2016 | 000139834416016813 |
| Q1 2016 | 63 | 241,433 | VTI, ACWX, BRK-B, XLK | 13F-HR | 5/12/2016 | 000139834416013300 |
| Q4 2015 | 64 | 204,741 | VTI, BRK-B, XLK, FISV | 13F-HR | 2/16/2016 | 000139834416010065 |
| Q3 2015 | 55 | 207,731 | VTI, ACWX, BRK-B, XLK | 13F-HR | 11/16/2015 | 000139834415007676 |
| Q2 2015 | 86 | 228,296 | VTI, ACWX, BRK-B, AMJ | 13F-HR | 8/10/2015 | 000139834415005118 |
| Q1 2015 | 85 | 231,434 | VTI, ACWX, BRK-B, AMJ | 13F-HR | 5/15/2015 | 000139834415003367 |
| Q4 2014 | 54 | 209,348 | VTI, ACWX, AMJ, BRK-B | 13F-HR | 2/17/2015 | 000139834415001058 |
| Q3 2014 | 42 | 192,786 | VTI, ACWX, AMJ, BRK-B | 13F-HR | 11/14/2014 | 000139834414005872 |
| Q2 2014 | 44 | 192,141 | VTI, ACWX, AMJ, BRK-B | 13F-HR | 8/13/2014 | 000139834414004124 |
| Q1 2014 | 39 | 177,739 | VTI, ACWX, AMJ, DEM | 13F-HR | 5/15/2014 | 000139834414002779 |
| Q4 2013 | 255 | 181,657 | VTI, ACWX, AMJ, BRK-B | RESTATEMENT | 2/26/2014 | 000139834414001194 |