| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 3,160 | 3,848,344 | SPY, IVV, MSFT, JPM | 13F-HR | 8/5/2025 | 000158853925000003 |
| Q1 2025 | 3,132 | 3,550,362 | SPY, IVV, AAPL, JPM | 13F-HR | 4/28/2025 | 000158853925000002 |
| Q4 2024 | 3,077 | 3,570,322 | SPY, IVV, AAPL, MSFT | 13F-HR | 2/3/2025 | 000158853925000001 |
| Q3 2024 | 3,144 | 3,599,447 | IVV, SPY, AAPL, MSFT | 13F-HR | 11/8/2024 | 000003696624000096 |
| Q2 2024 | 3,096 | 3,289,852 | IVV, SPY, AAPL, MSFT | 13F-HR | 7/19/2024 | 000003696624000075 |
| Q1 2024 | 3,107 | 3,235,209 | IVV, SPY, MSFT, IJH | 13F-HR | 4/26/2024 | 000158853924000002 |
| Q4 2023 | 3,180 | 3,023,683 | IVV, SPY, AAPL, MSFT | 13F-HR | 2/6/2024 | 000158853924000001 |
| Q3 2023 | 3,228 | 2,762,748 | SPY, IVV, AAPL, MSFT | 13F-HR | 10/27/2023 | 000158853923000003 |
| Q2 2023 | 3,299 | 2,886,984 | SPY, IVV, MSFT, AAPL | 13F-HR | 8/3/2023 | 000158853923000002 |
| Q1 2023 | 3,297 | 2,800,992 | SPY, IVV, AAPL, MSFT | 13F-HR | 5/15/2023 | 000003696623000050 |
| Q4 2022 | 3,327 | 2,712,554 | SPY, IVV, AAPL, IJH | 13F-HR | 2/10/2023 | 000158853923000001 |
| Q3 2022 | 3,261 | 2,494,708 | SPY, IVV, AAPL, MSFT | 13F-HR | 11/9/2022 | 000158853922000004 |
| Q2 2022 | 3,392 | 2,811,741 | SPY, IVV, AAPL, MSFT | 13F-HR | 8/1/2022 | 000158853922000003 |
| Q1 2022 | 1,837 | 1,827,385 | AAPL, MSFT, SPY, IWF | 13F-HR | 5/10/2022 | 000158853922000002 |
| Q4 2021 | 3,236 | 3,311,090 | SPY, AAPL, IVV, MSFT | 13F-HR | 2/9/2022 | 000158853922000001 |
| Q3 2021 | 3,299 | 3,061,896 | SPY, AAPL, IVV, MSFT | RESTATEMENT | 11/15/2021 | 000158853921000006 |
| Q2 2021 | 2,666 | 1,855,081 | SPY, VOO, IJH, SPSB | 13F-HR | 8/9/2021 | 000158853921000004 |
| Q1 2021 | 2,567 | 1,730,894 | SPY, VOO, IJH, AAPL | 13F-HR | 5/11/2021 | 000158853921000003 |
| Q4 2020 | 2,027 | 1,490,020 | SPY, AAPL, IJH, VOO | 13F-HR | 2/11/2021 | 000158853921000001 |
| Q3 2020 | 1,931 | 1,334,830 | SPY, AAPL, IJH, VOO | 13F-HR | 11/12/2020 | 000158853920000005 |
| Q2 2020 | 1,914 | 1,269,664 | SPY, AAPL, IJH, VOO | 13F-HR | 7/31/2020 | 000158853920000004 |
| Q1 2020 | 1,896 | 1,070,038 | SPY, IJH, AGG, SPSB | 13F-HR | 5/5/2020 | 000158853920000003 |
| Q4 2019 | 2,016 | 1,357,983 | SPY, RSP, IJH, SPSB | 13F-HR | 1/7/2020 | 000158853920000002 |
| Q3 2019 | 2,015 | 1,283,328 | SPY, RSP, IJH, SPSB | 13F-HR | 10/23/2019 | 000158853919000006 |
| Q2 2019 | 2,084 | 1,295,211 | SPY, RSP, IJH, EFA | 13F-HR | 8/5/2019 | 000158853919000005 |
| Q1 2019 | 2,053 | 1,249,430 | SPY, RSP, IJH, EFA | 13F-HR | 4/26/2019 | 000158853919000004 |
| Q4 2018 | 1,926 | 1,122,091 | SPY, RSP, EFA, SPSB | 13F-HR | 2/11/2019 | 000158853919000001 |
| Q3 2018 | 1,981 | 1,285,420 | RSP, SPY, EFA, IJH | RESTATEMENT | 11/8/2018 | 000158853918000006 |
| Q3 2018 | 1,981 | 1,788,750 | SPY, EFA, RSP, AAPL | NEW HOLDINGS | 11/5/2018 | 000158853918000005 |
| Q2 2018 | 1,988 | 1,192,176 | RSP, SPY, EFA, IJH | 13F-HR | 8/7/2018 | 000158853918000003 |
| Q1 2018 | 1,782 | 1,027,554 | AGG, RSP, SPY, EFA | 13F-HR | 5/2/2018 | 000158853918000002 |
| Q4 2017 | 1,807 | 1,052,058 | RSP, SPY, AGG, EFA | 13F-HR | 1/25/2018 | 000158853918000001 |
| Q3 2017 | 1,751 | 970,400 | RSP, EFA, AGG, SPY | 13F-HR | 11/9/2017 | 000158853917000004 |
| Q2 2017 | 1,766 | 918,917 | RSP, AGG, EFA, SPY | 13F-HR | 8/14/2017 | 000158853917000003 |
| Q1 2017 | 1,885 | 878,117 | RSP, AGG, SPY, EFA | 13F-HR | 5/2/2017 | 000158853917000002 |
| Q4 2016 | 1,831 | 786,438 | RSP, AGG, EFA, SPY | 13F-HR | 2/13/2017 | 000158853917000001 |
| Q3 2016 | 1,841 | 786,483 | RSP, AGG, EFA, SPY | 13F-HR | 10/28/2016 | 000158853916000011 |
| Q2 2016 | 1,716 | 737,400 | RSP, EFA, VUG, VNQ | 13F-HR | 7/29/2016 | 000158853916000010 |
| Q1 2016 | 1,776 | 897,510 | RSP, VEA, VUG, AGG | 13F-HR | 5/9/2016 | 000158853916000009 |
| Q4 2015 | 1,651 | 563,050 | EFA, SHY, FRI, JPM | 13F-HR | 2/8/2016 | 000158853916000006 |
| Q3 2015 | 1,814 | 648,416 | RSP, SHY, FRI, VEU | 13F-HR | 11/6/2015 | 000158853915000005 |
| Q2 2015 | 1,846 | 689,297 | SHY, RSP, FRI, JPM | RESTATEMENT | 8/3/2015 | 000158853915000004 |
| Q1 2015 | 1,893 | 691,003 | FRI, XOM, RSP, TLT | 13F-HR | 5/4/2015 | 000158853915000002 |
| Q4 2014 | 1,816 | 651,273 | FRI, XOM, PG, TLT | 13F-HR | 2/5/2015 | 000158853915000001 |
| Q3 2014 | 1,846 | 640,294 | FRI, PG, XOM, FXH | RESTATEMENT | 11/13/2014 | 000158853914000013 |
| Q2 2014 | 1,909 | 691,427 | FTGC, FRI, XOM, PG | 13F-HR | 8/7/2014 | 000003696614000004 |
| Q1 2014 | 1,704 | 713,656 | IWM, IVV, UWM, SSO | 13F-HR | 5/2/2014 | 000158853914000010 |
| Q4 2013 | 1,718 | 668,004 | SHY, IEI, UST, XOM | 13F-HR | 2/7/2014 | 000158853914000002 |
| Q2 2013 | 949 | 195,709 | IWB, IJH, UWM, SSO | 13F-HR | 2/25/2014 | 000158853914000004 |
| Q1 2013 | 872 | 177,868 | IWD, IJH, UWM, SSO | 13F-HR | 2/25/2014 | 000158853914000005 |
| Q4 2012 | 862 | 140,447 | IJH, IEI, UST, MVV | 13F-HR | 2/25/2014 | 000158853914000006 |
| Q3 2012 | 885 | 124,490 | IJH, IWM, UWM, MVV | 13F-HR | 2/25/2014 | 000158853914000007 |
| Q2 2012 | 1,085 | 126,777 | IEI, SHY, UST, VOE | 13F-HR | 2/25/2014 | 000158853914000008 |
| Q1 2012 | 1,154 | 120,887 | IJJ, IVV, MVV, VOE | 13F-HR | 2/25/2014 | 000158853914000009 |