| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 376 | 438,384 | BIV, IVV, IEFA, VO | 13F-HR | 10/15/2024 | 000090572924000158 |
| Q2 2024 | 311 | 406,467 | IVV, BIV, IEFA, VO | 13F-HR | 8/9/2024 | 000090572924000133 |
| Q1 2024 | 294 | 395,372 | IVV, BIV, IEFA, BNDX | 13F-HR | 4/17/2024 | 000090572924000072 |
| Q4 2023 | 307 | 374,562 | IVV, BIV, IEFA, BNDX | 13F-HR | 1/24/2024 | 000090572924000023 |
| Q3 2023 | 287 | 338,382 | IVV, BIV, IEFA, BNDX | 13F-HR | 10/24/2023 | 000090572923000151 |
| Q2 2023 | 283 | 358,878 | IVV, BIV, IEFA, BNDX | 13F-HR | 7/17/2023 | 000090572923000115 |
| Q1 2023 | 290 | 351,514 | IVV, IEFA, BIV, BNDX | 13F-HR | 4/20/2023 | 000090572923000072 |
| Q4 2022 | 289 | 366,994 | IVV, IEFA, BIV, BNDX | 13F-HR | 2/9/2023 | 000090572923000041 |
| Q3 2022 | 322 | 386,691 | IVV, IEFA, VO, BNDX | 13F-HR | 10/26/2022 | 000090572922000211 |
| Q2 2022 | 317 | 399,971 | IVV, IEFA, VO, BNDX | 13F-HR | 7/28/2022 | 000090572922000168 |
| Q1 2022 | 363 | 459,737 | IVV, IEFA, VO, BNDX | 13F-HR | 5/12/2022 | 000090572922000128 |
| Q4 2021 | 368 | 469,427 | IVV, IEFA, VO, BNDX | 13F-HR | 2/14/2022 | 000090572922000041 |
| Q3 2021 | 435 | 441,047 | IVV, IEFA, BNDX, BIV | 13F-HR | 11/12/2021 | 000090572921000206 |
| Q2 2021 | 358 | 437,387 | IVV, IEFA, BNDX, BIV | 13F-HR | 8/12/2021 | 000090572921000171 |
| Q1 2021 | 403 | 414,088 | IVV, IEFA, BNDX, BIV | 13F-HR | 5/6/2021 | 000090572921000110 |
| Q4 2020 | 336 | 390,877 | IVV, IEFA, BNDX, VO | 13F-HR | 2/11/2021 | 000090572921000030 |
| Q3 2020 | 288 | 346,105 | IVV, IEFA, BNDX, VO | 13F-HR | 11/12/2020 | 000090572920000227 |
| Q2 2020 | 287 | 331,852 | IVV, BNDX, IEFA, VO | 13F-HR | 8/6/2020 | 000090572920000184 |
| Q1 2020 | 281 | 294,274 | IVV, CASH, BNDX, BIV | 13F-HR | 5/13/2020 | 000090572920000110 |
| Q4 2019 | 279 | 361,947 | CASH, IVV, BNDX, BIV | 13F-HR | 2/11/2020 | 000090572920000038 |
| Q3 2019 | 286 | 347,279 | CASH, IVV, BNDX, BIV | 13F-HR | 11/13/2019 | 000090572919000216 |
| Q2 2019 | 259 | 347,012 | CASH, IVV, VO, BNDX | 13F-HR | 8/7/2019 | 000090572919000162 |
| Q1 2019 | 265 | 320,106 | CASH, IVV, VO, BNDX | 13F-HR | 5/13/2019 | 000090572919000122 |
| Q4 2018 | 260 | 284,584 | CASH, BIV, BNDX, IVV | 13F-HR | 2/11/2019 | 000090572919000033 |
| Q3 2018 | 253 | 284,535 | BIV, VUG, EFG, VTV | 13F-HR | 11/8/2018 | 000090572918000177 |
| Q2 2018 | 244 | 258,706 | BIV, VUG, EFG, BNDX | 13F-HR | 8/10/2018 | 000090572918000144 |
| Q1 2018 | 241 | 254,451 | BIV, EFG, VUG, VTV | 13F-HR | 5/8/2018 | 000090572918000099 |
| Q4 2017 | 241 | 253,174 | BIV, EFG, VUG, VTV | 13F-HR | 2/7/2018 | 000090572918000034 |
| Q3 2017 | 241 | 241,287 | EFG, BIV, VUG, VTV | 13F-HR | 11/8/2017 | 000090572917000294 |
| Q2 2017 | 251 | 230,216 | EFG, VTV, VUG, BIV | 13F-HR | 8/10/2017 | 000090572917000245 |
| Q1 2017 | 232 | 213,673 | EFG, VTV, VUG, EFV | 13F-HR | 4/26/2017 | 000090572917000172 |
| Q4 2016 | 235 | 204,616 | EFG, VTV, VUG, EFV | 13F-HR | 2/10/2017 | 000090572917000064 |
| Q3 2016 | 230 | 199,515 | EFG, VTV, EFV, VUG | 13F-HR | 11/10/2016 | 000090572916000745 |
| Q2 2016 | 215 | 195,315 | EFG, VTV, EFV, VUG | 13F-HR | 8/2/2016 | 000090572916000631 |
| Q1 2016 | 230 | 189,338 | EFG, EFV, VTV, VUG | 13F-HR | 4/29/2016 | 000090572916000524 |
| Q4 2015 | 228 | 176,688 | EFG, EFV, VTV, VUG | 13F-HR | 2/11/2016 | 000090572916000419 |
| Q3 2015 | 239 | 173,896 | EFG, EFV, VTV, VUG | 13F-HR | 11/2/2015 | 000090572915000312 |
| Q2 2015 | 235 | 174,315 | EFG, EFV, VTV, VUG | 13F-HR | 8/5/2015 | 000090572915000250 |
| Q1 2015 | 237 | 170,604 | EFG, EFV, VTV, VUG | 13F-HR | 4/30/2015 | 000090572915000161 |
| Q4 2014 | 236 | 161,487 | EFG, EFV, VTV, VUG | 13F-HR | 2/6/2015 | 000090572915000039 |
| Q3 2014 | 158 | 148,725 | EFG, EFV, VTV, VUG | 13F-HR | 10/15/2014 | 000090572914000287 |
| Q2 2014 | 155 | 150,209 | EFG, EFV, VTV, VOE | 13F-HR | 7/29/2014 | 000090572914000226 |
| Q1 2014 | 155 | 142,523 | EFG, EFV, VTV, VOE | 13F-HR | 5/1/2014 | 000090572914000160 |
| Q4 2013 | 263 | 145,794 | EFG, EFV, VTV, VOE | 13F-HR | 2/12/2014 | 000090572914000062 |