| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 223 | 1,130,159 | IVV, IEFA, IJH, IJR | 13F-HR | 10/21/2024 | 000154480624000005 |
| Q2 2024 | 279 | 1,105,980 | IVV, IEFA, IJH, IJR | 13F-HR | 7/23/2024 | 000154480624000004 |
| Q1 2024 | 282 | 1,097,076 | IVV, IEFA, IJH, IJR | 13F-HR | 4/17/2024 | 000154480624000003 |
| Q4 2023 | 205 | 988,199 | IVV, IEFA, IJH, IJR | 13F-HR | 2/1/2024 | 000154480624000002 |
| Q3 2023 | 253 | 954,598 | IVV, IEFA, IJH, IJR | 13F-HR | 10/23/2023 | 000154480623000005 |
| Q2 2023 | 212 | 960,311 | IVV, IEFA, IJH, IJR | 13F-HR | 8/17/2023 | 000154480623000004 |
| Q1 2023 | 203 | 930,177 | IVV, IEFA, IJR, IJH | 13F-HR | 5/2/2023 | 000154480623000003 |
| Q4 2022 | 192 | 881,452 | IVV, IEFA, IJR, IJH | 13F-HR | 2/15/2023 | 000154480623000002 |
| Q3 2022 | 208 | 849,094 | IVV, IEFA, IJR, IJH | 13F-HR | 11/8/2022 | 000154480622000005 |
| Q2 2022 | 213 | 885,343 | IVV, IEFA, IJR, IJH | 13F-HR | 8/10/2022 | 000154480622000004 |
| Q1 2022 | 228 | 997,057 | IVV, IEFA, IJR, IJH | 13F-HR | 5/11/2022 | 000154480622000003 |
| Q4 2021 | 229 | 981,514 | IVV, IEFA, IJH, IJR | 13F-HR | 2/10/2022 | 000154480622000002 |
| Q3 2021 | 139 | 613,989 | IVV, IJH, AGG, TOTL | 13F-HR | 10/14/2021 | 000154480621000010 |
| Q2 2021 | 151 | 613,909 | IVV, IJH, AGG, FBND | 13F-HR | 8/10/2021 | 000154480621000009 |
| Q1 2021 | 231 | 840,581 | IVV, IJH, IEFA, IJR | 13F-HR | 5/4/2021 | 000154480621000005 |
| Q4 2020 | 229 | 811,117 | IVV, IJH, IEFA, IJR | 13F-HR | 2/1/2021 | 000154480621000002 |
| Q3 2020 | 215 | 704,690 | IVV, IJH, IEFA, IJR | 13F-HR | 11/12/2020 | 000154480620000005 |
| Q2 2020 | 201 | 657,907 | IVV, IJH, IEFA, IJR | 13F-HR | 8/3/2020 | 000154480620000004 |
| Q1 2020 | 184 | 535,764 | IVV, IEFA, IJH, AGG | 13F-HR | 5/7/2020 | 000154480620000003 |
| Q4 2019 | 203 | 659,823 | IVV, IEFA, IJH, IJR | 13F-HR | 2/4/2020 | 000154480620000002 |
| Q3 2019 | 227 | 718,448 | IVV, IEFA, IJH, IJR | 13F-HR | 11/18/2019 | 000154480619000005 |
| Q2 2019 | 228 | 712,458 | IVV, IEFA, IJH, IJR | 13F-HR | 8/8/2019 | 000154480619000004 |
| Q1 2019 | 228 | 631,781 | IVV, IJH, IEFA, IJR | 13F-HR | 5/2/2019 | 000154480619000003 |
| Q4 2018 | 221 | 561,750 | IVV, IJH, IEFA, IJR | 13F-HR | 2/7/2019 | 000154480619000002 |
| Q3 2018 | 229 | 622,249 | IVV, IJH, IEFA, IJR | 13F-HR | 11/13/2018 | 000154480618000006 |
| Q2 2018 | 236 | 607,021 | IVV, IJH, IJR, IEFA | 13F-HR | 8/2/2018 | 000154480618000005 |
| Q1 2018 | 230 | 578,344 | IVV, IJH, IJR, IEFA | 13F-HR | 5/7/2018 | 000154480618000004 |
| Q4 2017 | 228 | 573,505 | IVV, IJH, DBEF, IJR | 13F-HR | 1/25/2018 | 000154480618000003 |
| Q3 2017 | 227 | 517,718 | IVV, IJH, IJR, IEFA | 13F-HR | 10/27/2017 | 000154480617000005 |
| Q2 2017 | 229 | 489,320 | IVV, IJH, IJR, IEFA | 13F-HR | 7/21/2017 | 000154480617000004 |
| Q1 2017 | 224 | 463,408 | IVV, IJH, IJR, IEFA | 13F-HR | 4/18/2017 | 000154480617000003 |
| Q4 2016 | 227 | 448,718 | IVV, IJH, IJR, IEFA | 13F-HR | 1/24/2017 | 000154480617000002 |
| Q3 2016 | 215 | 439,694 | AGG, IVV, XOM, VOO | 13F-HR | 10/31/2016 | 000154480616000013 |
| Q2 2016 | 192 | 412,441 | AGG, BOND, IVV, VOO | 13F-HR | 8/2/2016 | 000154480616000012 |
| Q1 2016 | 195 | 443,368 | IEFA, AGG, BOND, IVV | 13F-HR | 4/22/2016 | 000154480616000011 |
| Q4 2015 | 205 | 393,641 | IVV, AMU, VOO, VXF | 13F-HR | 1/13/2016 | 000154480616000010 |
| Q3 2015 | 183 | 377,229 | AMU, FTEC, PSHRS SENIOR LOAN PORT, VOO | 13F-HR | 10/15/2015 | 000154480615000008 |
| Q2 2015 | 189 | 383,920 | AMU, VXF, VOO, XOM | 13F-HR | 7/20/2015 | 000154480615000007 |
| Q1 2015 | 189 | 518,493 | IYR, AMU, VXF, VOO | 13F-HR | 5/28/2015 | 000154480615000006 |
| Q4 2014 | 173 | 345,227 | IVV, AMU, VXF, XOM | 13F-HR | 1/14/2015 | 000154480615000002 |
| Q3 2014 | 162 | 302,754 | IVV, QQQ, IWB, AMU | 13F-HR | 10/9/2014 | 000154480614000006 |
| Q2 2014 | 160 | 310,165 | IVV, OEF, VWO, AMU | 13F-HR | 7/11/2014 | 000154480614000005 |
| Q1 2014 | 147 | 294,815 | QQQ, IVV, SCZ, DBA | 13F-HR | 4/14/2014 | 000154480614000004 |
| Q4 2013 | 119 | 265,447 | QQQ, IVV, IWM, VTI | 13F-HR | 1/10/2014 | 000154480614000001 |