| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 1,091 | 469,713 | IVV, SCHD, AGG, DSTL | 13F-HR | 4/15/2024 | 000159856124000003 |
| Q4 2023 | 1,133 | 414,144 | IVV, SCHD, AGG, AVDE | 13F-HR | 1/29/2024 | 000159856124000002 |
| Q3 2023 | 1,054 | 379,452 | IVV, SCHD, AGG, AVDE | 13F-HR | 10/13/2023 | 000159856123000005 |
| Q2 2023 | 989 | 363,494 | IVV, SCHD, AGG, AVDE | 13F-HR | 7/11/2023 | 000159856123000004 |
| Q1 2023 | 1,004 | 352,706 | IVV, SCHD, AGG, AVDE | 13F-HR | 4/21/2023 | 000159856123000003 |
| Q4 2022 | 1,032 | 355,273 | IVV, SCHD, JPST, DSTL | 13F-HR | 1/23/2023 | 000159856123000001 |
| Q3 2022 | 1,014 | 306,982 | IVV, SCHD, JPST, UCON | 13F-HR | 10/17/2022 | 000159856122000006 |
| Q2 2022 | 1,049 | 336,416 | IVV, SCHD, JPST, SCHG | 13F-HR | 8/3/2022 | 000159856122000005 |
| Q1 2022 | 1,024 | 362,200 | IVV, SCHD, JPST, SCHG | 13F-HR | 5/5/2022 | 000159856122000003 |
| Q4 2021 | 1,084 | 334,322 | IVV, SCHD, SCHG, SCHA | 13F-HR | 2/1/2022 | 000159856122000002 |
| Q3 2021 | 1,033 | 282,828 | IVV, SCHD, EFAV, SCHA | RESTATEMENT | 10/25/2021 | 000159856121000006 |
| Q2 2021 | 917 | 275,284 | IVV, SCHD, EFAV, SCHA | 13F-HR | 7/28/2021 | 000159856121000004 |
| Q1 2021 | 874 | 250,715 | IVV, SCHD, EFAV, SCHA | 13F-HR | 4/28/2021 | 000159856121000003 |
| Q4 2020 | 802 | 206,496 | IVV, AGG, EFAV, SCHD | 13F-HR | 1/26/2021 | 000159856121000001 |
| Q3 2020 | 660 | 185,966 | IVV, AGG, EFAV, SCHD | 13F-HR | 10/19/2020 | 000159856120000006 |
| Q2 2020 | 376 | 178,017 | IVV, AGG, EFAV, SCHD | 13F-HR | 7/17/2020 | 000159856120000005 |
| Q1 2020 | 165 | 177,392 | IVV, AGG, XMLV, SCHD | 13F-HR | 4/20/2020 | 000159856120000004 |
| Q4 2019 | 162 | 222,447 | IVV, AGG, VEA, FNDA | 13F-HR | 2/5/2020 | 000159856120000003 |
| Q3 2019 | 167 | 220,086 | IVV, AGG, VEA, FNDA | 13F-HR | 10/30/2019 | 000159856119000006 |
| Q2 2019 | 195 | 213,924 | IVV, AGG, VEA, SCHV | 13F-HR | 7/22/2019 | 000159856119000005 |
| Q1 2019 | 171 | 211,791 | IVV, AGG, VEA, SCHV | 13F-HR | 5/2/2019 | 000159856119000004 |
| Q4 2018 | 174 | 197,024 | IVV, AGG, VEA, IWM | 13F-HR | 1/28/2019 | 000159856119000003 |
| Q3 2018 | 157 | 191,177 | IVV, AGG, VEA, IWM | 13F-HR | 10/22/2018 | 000159856118000006 |
| Q2 2018 | 178 | 189,590 | IVV, AGG, VEA, IWM | 13F-HR | 7/25/2018 | 000159856118000005 |
| Q1 2018 | 37 | 176,464 | IVV, AGG, VEA, IWM | 13F-HR | 5/1/2018 | 000159856118000004 |
| Q4 2017 | 38 | 183,815 | IVV, VEA, AGG, IWM | 13F-HR | 1/30/2018 | 000159856118000003 |
| Q3 2017 | 38 | 180,135 | IVV, VEA, AGG, IWM | 13F-HR | 10/18/2017 | 000159856117000009 |
| Q2 2017 | 35 | 171,629 | IVV, VEA, AGG, IWM | 13F-HR | 7/17/2017 | 000159856117000007 |
| Q1 2017 | 30 | 174,798 | IVV, VEA, AGG, IWM | 13F-HR | 5/3/2017 | 000159856117000006 |
| Q4 2016 | 55 | 224,002 | IVV, VEA, LQD, IWM | 13F-HR | 2/6/2017 | 000159856117000005 |