| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 727 | 2,007,079 | IVV, VTIP, IEFA, MSFT | 13F-HR | 2/12/2024 | 000159112224000002 |
| Q3 2023 | 536 | 1,833,692 | IVV, VTIP, IEFA, MSFT | 13F-HR | 11/8/2023 | 000159112223000005 |
| Q2 2023 | 574 | 1,889,591 | IVV, VTIP, IEFA, MSFT | 13F-HR | 8/9/2023 | 000159112223000004 |
| Q1 2023 | 584 | 1,795,167 | IVV, VTIP, IEFA, MSFT | 13F-HR | 5/4/2023 | 000159112223000003 |
| Q4 2022 | 573 | 1,726,716 | IVV, VTIP, IEFA, ITOT | 13F-HR | 2/6/2023 | 000159112223000002 |
| Q3 2022 | 542 | 1,378,526 | IVV, IEFA, ITOT, IWS | 13F-HR | 11/10/2022 | 000159112222000006 |
| Q2 2022 | 587 | 1,438,757 | IVV, IEFA, ITOT, IWS | 13F-HR | 8/4/2022 | 000159112222000005 |
| Q1 2022 | 557 | 1,807,131 | IVV, IEFA, ITOT, IEMG | 13F-HR | 5/10/2022 | 000159112222000004 |
| Q4 2021 | 561 | 1,820,974 | IVV, IWM, ITOT, IEFA | RESTATEMENT | 3/28/2022 | 000159112222000003 |
| Q3 2021 | 541 | 1,632,672 | IVV, IWM, ITOT, IEFA | 13F-HR | 11/2/2021 | 000159112221000006 |
| Q2 2021 | 572 | 1,623,820 | IVV, IWM, ITOT, IEFA | RESTATEMENT | 8/9/2021 | 000159112221000005 |
| Q1 2021 | 573 | 1,658,794 | IVV, IWM, ITOT, IEFA | 13F-HR | 4/26/2021 | 000159112221000003 |
| Q4 2020 | 563 | 1,600,067 | IVV, IWM, ITOT, AAPL | 13F-HR | 2/1/2021 | 000159112221000002 |
| Q3 2020 | 471 | 774,652 | IVV, IWM, ICSH, IEFA | 13F-HR | 11/3/2020 | 000159112220000006 |
| Q2 2020 | 440 | 714,808 | IVV, IWM, ICSH, IEFA | RESTATEMENT | 7/17/2020 | 000159112220000005 |
| Q1 2020 | 445 | 558,021 | IVV, RSP, IWM, IEFA | 13F-HR | 5/5/2020 | 000159112220000003 |
| Q4 2019 | 715 | 757,192 | IVV, RSP, IWM, IEFA | 13F-HR | 2/4/2020 | 000159112220000002 |
| Q3 2019 | 442 | 678,586 | IVV, RSP, IWM, IEFA | 13F-HR | 10/30/2019 | 000159112219000005 |
| Q2 2019 | 450 | 652,342 | IVV, RSP, IWM, IEFA | 13F-HR | 8/5/2019 | 000159112219000004 |
| Q1 2019 | 451 | 608,586 | IVV, RSP, IWM, IEFA | 13F-HR | 5/6/2019 | 000159112219000003 |
| Q4 2018 | 416 | 511,789 | IVV, RSP, IWM, IEFA | 13F-HR | 1/28/2019 | 000159112219000001 |
| Q3 2018 | 406 | 510,562 | IVV, IWM, RSP, HEDJ | 13F-HR | 11/14/2018 | 000159112218000003 |
| Q2 2018 | 115 | 267,437 | IVV, HEDJ, MKL, IWS | 13F-HR | 7/19/2018 | 000117266118001402 |
| Q1 2018 | 113 | 240,853 | IVV, MKL, HEDJ, IWS | 13F-HR | 5/10/2018 | 000117266118001030 |
| Q4 2017 | 113 | 233,740 | IVV, MKL, HEDJ, IWS | 13F-HR | 2/2/2018 | 000117266118000241 |
| Q3 2017 | 103 | 198,754 | IVV, HEDJ, IWS, PM | 13F-HR | 11/7/2017 | 000117266117001898 |
| Q2 2017 | 99 | 193,181 | IVV, HEDJ, IWS, PM | 13F-HR | 7/27/2017 | 000117266117001430 |
| Q1 2017 | 94 | 185,493 | IVV, HEDJ, IWS, PM | 13F-HR | 5/10/2017 | 000117266117000980 |
| Q4 2016 | 83 | 153,001 | IVV, HEDJ, IWS, PM | 13F-HR | 1/27/2017 | 000117266117000179 |
| Q3 2016 | 84 | 144,383 | IVV, HEDJ, IWS, PM | 13F-HR | 10/28/2016 | 000117266116004064 |
| Q2 2016 | 94 | 148,087 | IVV, HEDJ, IWS, PM | 13F-HR | 8/4/2016 | 000117266116003663 |
| Q1 2016 | 83 | 127,586 | IVV, HEDJ, IWS, PM | 13F-HR | 5/2/2016 | 000117266116003149 |
| Q4 2015 | 78 | 118,675 | IVV, HEDJ, IWS, PM | 13F-HR | 2/2/2016 | 000117266116002384 |
| Q3 2015 | 73 | 116,345 | IVV, HEDJ, IWS, MKL | 13F-HR | 10/22/2015 | 000117266115001838 |
| Q2 2015 | 85 | 120,476 | IVV, HEDJ, IWS, PM | 13F-HR | 8/6/2015 | 000117266115001428 |
| Q1 2015 | 90 | 121,213 | IVV, HEDJ, IWS, PM | 13F-HR | 5/6/2015 | 000117266115000986 |
| Q4 2014 | 93 | 111,964 | IVV, HEDJ, IWS, PM | 13F-HR | 2/10/2015 | 000117266115000325 |
| Q3 2014 | 70 | 96,202 | IVV, VEA, IWS, PM | RESTATEMENT | 11/13/2014 | 000117266114001727 |
| Q2 2014 | 68 | 93,341 | IVV, VEA, IWS, PM | 13F-HR | 8/6/2014 | 000117266114001315 |
| Q1 2014 | 66 | 86,435 | IVV, VEA, IWS, PM | 13F-HR | 5/5/2014 | 000117266114000931 |
| Q4 2013 | 64 | 79,367 | IVV, VEA, IWS, PM | 13F-HR | 2/7/2014 | 000117266114000279 |