| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 460 | 1,179,813 | SPYM, VEA, SCHO, BIV | 13F-HR | 10/19/2026 | 000157605326000006 |
| Q2 2026 | 462 | 1,157,386 | SPYM, VEA, SCHO, STIP | 13F-HR | 7/15/2026 | 000157605326000004 |
| Q1 2026 | 436 | 1,025,227 | SPYM, VEA, SCHO, STIP | 13F-HR | 4/20/2026 | 000157605326000002 |
| Q4 2025 | 341 | 986,574 | VEA, SCHD, SCHO, VONG | 13F-HR | 1/14/2026 | 000157605326000001 |
| Q3 2025 | 347 | 965,891 | VEA, SCHD, VONG, SCHO | 13F-HR | 10/20/2025 | 000157605325000003 |
| Q2 2025 | 329 | 893,198 | SCHD, VEA, VONG, SCHO | 13F-HR | 7/16/2025 | 000108514625003901 |
| Q1 2025 | 298 | 829,692 | SCHD, HEFA, SCHO, VONG | 13F-HR | 4/9/2025 | 000108514625001955 |
| Q4 2024 | 310 | 816,425 | SCHD, HEFA, VONG, STIP | 13F-HR | 1/16/2025 | 000108514625000247 |
| Q3 2024 | 309 | 780,911 | SCHD, HEFA, VONG, STIP | 13F-HR | 10/9/2024 | 000108514624004746 |
| Q2 2024 | 293 | 679,165 | SCHD, HEFA, VONG, STIP | 13F-HR | 7/15/2024 | 000108514624002976 |
| Q1 2024 | 286 | 590,513 | SCHD, VONG, STIP, VUG | 13F-HR | 4/17/2024 | 000108514624001863 |
| Q4 2023 | 255 | 533,769 | SCHD, VONG, STIP, VUG | 13F-HR | 1/16/2024 | 000108514624000242 |
| Q3 2023 | 221 | 468,064 | SCHD, VONG, SCHP, VUG | 13F-HR | 10/10/2023 | 000108514623003666 |
| Q2 2023 | 200 | 495,446 | SCHD, VONG, SCHP, VUG | 13F-HR | 7/14/2023 | 000108514623002714 |
| Q1 2023 | 233 | 498,951 | SCHD, VONG, SCHP, VUG | 13F-HR | 5/2/2023 | 000108514623002017 |
| Q4 2022 | 232 | 475,844 | SCHD, VONG, SCHP, VUG | 13F-HR | 1/18/2023 | 000108514623000206 |
| Q3 2022 | 219 | 442,655 | SCHP, VONG, VUG, AAPL | 13F-HR | 10/13/2022 | 000108514622003378 |
| Q2 2022 | 228 | 477,016 | SCHP, VONG, VUG, SCHE | 13F-HR | 7/21/2022 | 000108514622002525 |
| Q1 2022 | 233 | 570,124 | VONG, SCHP, VUG, IEF | 13F-HR | 5/2/2022 | 000108514622001669 |
| Q4 2021 | 240 | 586,962 | VONG, SCHP, VUG, AAPL | 13F-HR | 1/25/2022 | 000108514622000312 |
| Q3 2021 | 239 | 571,984 | VONG, SCHP, VUG, SCHE | 13F-HR | 11/2/2021 | 000108514621002976 |
| Q2 2021 | 225 | 563,130 | VONG, SCHP, VUG, SCHE | 13F-HR | 7/15/2021 | 000108514621001994 |
| Q1 2021 | 214 | 520,442 | SCHP, VONG, VUG, SCHE | 13F-HR | 4/19/2021 | 000108514621001214 |
| Q4 2020 | 200 | 498,538 | VONG, SCHP, VUG, AAPL | 13F-HR | 2/4/2021 | 000108514621000453 |
| Q3 2020 | 200 | 451,069 | VONG, SCHP, VUG, AAPL | 13F-HR | 10/29/2020 | 000108514620002683 |
| Q2 2020 | 196 | 414,349 | VONG, VUG, SCHP, SCHE | 13F-HR | 8/11/2020 | 000108514620002123 |
| Q1 2020 | 161 | 375,704 | VUG, VONG, SCHP, SCHE | 13F-HR | 4/23/2020 | 000108514620001188 |
| Q4 2019 | 181 | 441,744 | AGG, VUG, VEA, SCHE | 13F-HR | 2/10/2020 | 000108514620000507 |
| Q3 2019 | 168 | 403,581 | VEA, VUG, AGG, SCHE | 13F-HR | 10/22/2019 | 000108514619002605 |
| Q2 2019 | 162 | 361,722 | VEA, VUG, SCHE, MINT | 13F-HR | 8/14/2019 | 000108514619002329 |
| Q1 2019 | 171 | 375,266 | VEA, VUG, SCHE, AGG | 13F-HR | 5/3/2019 | 000108514619001338 |
| Q4 2018 | 158 | 296,226 | VUG, VEA, AGG, MINT | 13F-HR | 2/5/2019 | 000108514619000322 |
| Q3 2018 | 155 | 356,218 | VUG, VEA, AGG, IVV | 13F-HR | 11/2/2018 | 000108514618002482 |
| Q2 2018 | 142 | 315,497 | VUG, VEA, AGG, IVV | 13F-HR | 7/31/2018 | 000108514618001792 |
| Q1 2018 | 139 | 322,191 | VUG, VEA, AGG, IVV | 13F-HR | 4/20/2018 | 000108514618001121 |
| Q4 2017 | 137 | 342,369 | VUG, VEA, AGG, CBOE | 13F-HR | 2/12/2018 | 000108514618000582 |
| Q3 2017 | 139 | 251,824 | VUG, VEA, CBOE, SCHZ | 13F-HR | 11/9/2017 | 000108514617002261 |
| Q2 2017 | 117 | 284,230 | VUG, VEA, FTSL, AGG | 13F-HR | 8/10/2017 | 000108514617001716 |
| Q1 2017 | 121 | 279,035 | VUG, VEA, AGG, FTSL | 13F-HR | 5/12/2017 | 000108514617001195 |
| Q4 2016 | 141 | 286,132 | VUG, VEA, AGG, SCHO | 13F-HR | 2/10/2017 | 000108514617000462 |
| Q3 2016 | 142 | 305,099 | VUG, VEA, DXJ, AGG | 13F-HR | 11/14/2016 | 000108514616004777 |
| Q2 2016 | 129 | 266,335 | VUG, VEA, DXJ, SCHO | 13F-HR | 8/11/2016 | 000108514616004249 |
| Q1 2016 | 149 | 312,980 | VUG, VEA, DXJ, AGG | 13F-HR | 5/11/2016 | 000108514616003671 |
| Q4 2015 | 151 | 255,391 | VUG, DXJ, VEA, AMLP | 13F-HR | 2/16/2016 | 000108514616003242 |
| Q3 2015 | 140 | 216,816 | VUG, VEA, DXJ, AGG | RESTATEMENT | 2/16/2016 | 000108514616003241 |
| Q2 2015 | 146 | 234,971 | VUG, DXJ, VEA, VTI | 13F-HR | 8/13/2015 | 000108514615001773 |
| Q1 2015 | 151 | 210,028 | VUG, DXJ, VEA, AGG | 13F-HR | 5/13/2015 | 000122107315000062 |
| Q4 2014 | 155 | 181,474 | VUG, DXJ, TRAK, IWB | 13F-HR | 2/17/2015 | 000122107315000030 |