| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 65 | 488,760 | MGC, VTI, SCHF, ITOT | 13F-HR | 5/8/2025 | 000108514625002750 |
| Q4 2024 | 53 | 459,427 | MGC, VTI, ITOT, SCHF | 13F-HR | 1/16/2025 | 000108514625000265 |
| Q3 2024 | 52 | 468,942 | MGC, VTI, SCHF, ITOT | 13F-HR | 10/21/2024 | 000108514624005037 |
| Q2 2024 | 51 | 441,951 | MGC, VTI, ITOT, SCHF | 13F-HR | 7/25/2024 | 000108514624003217 |
| Q1 2024 | 50 | 436,963 | MGC, VTI, SCHF, ITOT | 13F-HR | 4/29/2024 | 000108514624002107 |
| Q4 2023 | 49 | 415,271 | MGC, VTI, SCHF, ITOT | 13F-HR | 1/18/2024 | 000108514624000280 |
| Q3 2023 | 48 | 378,391 | MGC, VTI, SCHF, ITOT | 13F-HR | 10/30/2023 | 000108514623003972 |
| Q2 2023 | 46 | 392,014 | MGC, VTI, SCHF, ITOT | 13F-HR | 7/17/2023 | 000108514623002744 |
| Q1 2023 | 45 | 374,210 | MGC, VTI, SCHF, ITOT | 13F-HR | 5/1/2023 | 000108514623001993 |
| Q4 2022 | 45 | 353,141 | MGC, VTI, SCHF, ITOT | 13F-HR | 1/25/2023 | 000108514623000345 |
| Q3 2022 | 47 | 333,057 | MGC, VTI, SCHF, ITOT | 13F-HR | 10/31/2022 | 000108514622003691 |
| Q2 2022 | 47 | 351,391 | MGC, VTI, SCHF, ITOT | 13F-HR | 7/21/2022 | 000108514622002511 |
| Q1 2022 | 41 | 403,967 | MGC, VTI, VGIT, ITOT | 13F-HR | 4/27/2022 | 000108514622001603 |
| Q4 2021 | 43 | 422,118 | MGC, VTI, VGIT, ITOT | 13F-HR | 1/27/2022 | 000108514622000369 |
| Q3 2021 | 45 | 399,130 | MGC, VTI, VGIT, ITOT | 13F-HR | 10/22/2021 | 000108514621002871 |
| Q2 2021 | 44 | 397,809 | MGC, VTI, VGIT, ITOT | 13F-HR | 8/2/2021 | 000108514621002172 |
| Q1 2021 | 42 | 368,013 | MGC, VTI, VGIT, ITOT | 13F-HR | 4/22/2021 | 000108514621001289 |
| Q4 2020 | 45 | 350,910 | MGC, VTI, VGIT, ITOT | 13F-HR | 1/27/2021 | 000108514621000272 |
| Q3 2020 | 45 | 310,730 | MGC, VTI, VGIT, ITOT | 13F-HR | 11/5/2020 | 000108514620002760 |
| Q2 2020 | 46 | 290,776 | MGC, VTI, VGIT, SCHF | 13F-HR | 7/24/2020 | 000108514620001884 |
| Q1 2020 | 45 | 248,269 | MGC, VTI, VGIT, SCHP | 13F-HR | 4/16/2020 | 000108514620001125 |
| Q4 2019 | 39 | 240,958 | MGC, SCHF, SCHX, VTI | 13F-HR | 2/7/2020 | 000108514620000435 |
| Q3 2019 | 38 | 223,392 | MGC, SCHF, SCHX, VTI | 13F-HR | 10/30/2019 | 000108514619002672 |
| Q2 2019 | 38 | 222,674 | MGC, SCHF, SCHX, VTI | 13F-HR | 7/31/2019 | 000108514619002012 |
| Q1 2019 | 38 | 216,113 | MGC, SCHF, SCHX, VTI | 13F-HR | 4/19/2019 | 000108514619001214 |
| Q4 2018 | 34 | 178,719 | MGC, SCHF, VTI, SCHX | 13F-HR | 1/31/2019 | 000108514619000270 |
| Q3 2018 | 34 | 203,116 | MGC, SCHF, VTI, SCHX | 13F-HR | 10/19/2018 | 000108514618002367 |
| Q2 2018 | 33 | 189,999 | MGC, SCHF, VTI, SCHX | 13F-HR | 7/16/2018 | 000108514618001691 |
| Q1 2018 | 35 | 187,499 | MGC, SCHF, SCHX, VTI | 13F-HR | 5/1/2018 | 000108514618001200 |
| Q4 2017 | 36 | 190,679 | MGC, SCHF, SCHX, VTI | 13F-HR | 2/2/2018 | 000108514618000325 |
| Q3 2017 | 34 | 181,533 | MGC, SCHF, SCHX, VTI | 13F-HR | 10/20/2017 | 000108514617002095 |
| Q2 2017 | 33 | 175,316 | MGC, SCHF, SCHX, VTI | 13F-HR | 7/25/2017 | 000108514617001564 |
| Q1 2017 | 28 | 165,682 | MGC, SCHF, SCHX, VTI | 13F-HR | 4/14/2017 | 000108514617000975 |
| Q4 2016 | 24 | 153,253 | MGC, SCHF, SCHX, VTI | 13F-HR | 2/2/2017 | 000108514617000257 |
| Q3 2016 | 26 | 151,330 | MGC, VTI, SCHX, VEA | 13F-HR | 10/14/2016 | 000108514616004501 |
| Q2 2016 | 23 | 142,340 | MGC, VTI, SCHX, VEA | 13F-HR | 8/8/2016 | 000108514616004181 |
| Q1 2016 | 17 | 135,544 | VEA, SCHA, VTI, VO | 13F-HR | 5/4/2016 | 000108514616003581 |
| Q4 2015 | 20 | 138,935 | VTI, VEA, SCHA, VCSH | RESTATEMENT | 2/3/2016 | 000108514616002750 |
| Q3 2015 | 18 | 133,392 | VTI, VEA, VCSH, SCHA | 13F-HR | 10/27/2015 | 000108514615002082 |
| Q2 2015 | 21 | 141,816 | VTI, VEA, SCHA, VCSH | 13F-HR | 7/24/2015 | 000108514615001498 |
| Q1 2015 | 20 | 143,295 | SCHA, VTI, VEA, VCSH | 13F-HR | 5/4/2015 | 000108514615001028 |
| Q4 2014 | 21 | 133,235 | SCHA, VTI, VCSH, VO | 13F-HR | 2/3/2015 | 000156696815000003 |
| Q3 2014 | 21 | 127,077 | VTI, SCHA, VCSH, VO | 13F-HR | 10/17/2014 | 000156696814000013 |
| Q2 2014 | 21 | 147,059 | SCHA, VCSH, IJH, VIG | 13F-HR | 7/15/2014 | 000156696814000010 |
| Q1 2014 | 21 | 137,914 | SCHA, VCSH, IJH, SCZ | 13F-HR | 4/11/2014 | 000156696814000005 |
| Q4 2013 | 21 | 133,296 | SCHA, VCSH, IJH, VTI | RESTATEMENT | 1/21/2014 | 000156696814000003 |