| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 1,369 | 12,957,703 | VTI, EA SERIES TRUST, IXUS, AAPL | 13F-HR | 4/23/2025 | 000108514625002275 |
| Q4 2024 | 1,347 | 10,350,975 | VTI, AAPL, VONG, NVDA | 13F-HR | 2/7/2025 | 000108514625000918 |
| Q3 2024 | 1,289 | 9,321,905 | VTI, VONG, AAPL, IXUS | 13F-HR | 10/21/2024 | 000108514624005038 |
| Q2 2024 | 1,221 | 8,299,341 | VTI, VONG, AAPL, IXUS | 13F-HR | 7/15/2024 | 000108514624002982 |
| Q1 2024 | 1,164 | 8,042,264 | VTI, VONG, IXUS, MSFT | 13F-HR | 4/30/2024 | 000108514624002134 |
| Q4 2023 | 1,200 | 8,064,014 | VTI, IXUS, VONG, AAPL | 13F-HR | 1/25/2024 | 000108514624000500 |
| Q3 2023 | 965 | 5,703,927 | VTI, IXUS, VONG, AGG | 13F-HR | 11/8/2023 | 000108514623004200 |
| Q2 2023 | 968 | 5,828,858 | VTI, IXUS, VONG, AGG | 13F-HR | 8/8/2023 | 000108514623003173 |
| Q1 2023 | 840 | 4,499,188 | VTI, IXUS, VONG, AGG | 13F-HR | 4/24/2023 | 000108514623001856 |
| Q4 2022 | 807 | 4,069,054 | VTI, IXUS, AGG, VONG | RESTATEMENT | 2/10/2023 | 000108514623001013 |
| Q3 2022 | 530 | 3,172,734 | VTI, IXUS, AGG, VONG | 13F-HR | 10/26/2022 | 000108514622003603 |
| Q2 2022 | 592 | 3,535,678 | VTI, MUB, IXUS, AGG | 13F-HR | 7/21/2022 | 000108514622002518 |
| Q1 2022 | 670 | 4,000,412 | VTI, IXUS, AGG, VONG | 13F-HR | 5/12/2022 | 000108514622002031 |
| Q4 2021 | 595 | 3,669,652 | VTI, IXUS, VONG, AGG | RESTATEMENT | 2/22/2022 | 000108514622001195 |
| Q3 2021 | 257 | 983,984 | VTI, IXUS, VONG, AGG | 13F-HR | 10/26/2021 | 000108514621002890 |
| Q2 2021 | 478 | 2,740,800 | VTI, IXUS, VONG, AGG | 13F-HR | 7/26/2021 | 000108514621002079 |
| Q1 2021 | 447 | 2,388,265 | VTI, IXUS, AGG, VONG | 13F-HR | 5/13/2021 | 000108514621001626 |
| Q4 2020 | 419 | 2,187,222 | VTI, IXUS, AGG, VONG | 13F-HR | 2/12/2021 | 000108514621000736 |
| Q3 2020 | 389 | 1,895,996 | VTI, IXUS, AGG, VONG | 13F-HR | 10/23/2020 | 000108514620002632 |
| Q2 2020 | 367 | 1,690,810 | VTI, IXUS, AGG, VONG | RESTATEMENT | 8/25/2020 | 000108514620002373 |
| Q1 2020 | 366 | 1,354,292 | VTI, IXUS, AGG, VONG | 13F-HR | 5/11/2020 | 000108514620001379 |
| Q4 2019 | 380 | 1,574,430 | VTI, IXUS, AGG, RWO | 13F-HR | 2/13/2020 | 000108514620000675 |
| Q3 2019 | 355 | 1,380,919 | VTI, IXUS, AGG, RWO | 13F-HR | 10/22/2019 | 000108514619002596 |
| Q2 2019 | 372 | 1,344,429 | IXUS, VTI, RWO, GII | 13F-HR | 7/31/2019 | 000108514619002010 |
| Q1 2019 | 366 | 1,217,634 | IXUS, VTI, RWO, GII | 13F-HR | 5/13/2019 | 000108514619001473 |
| Q4 2018 | 298 | 864,455 | IXUS, VTI, RWO, GII | 13F-HR | 2/14/2019 | 000108514619000724 |
| Q3 2018 | 322 | 1,006,369 | IXUS, VTI, GNR, RWO | 13F-HR | 11/14/2018 | 000108514618002706 |
| Q2 2018 | 310 | 938,787 | IXUS, VTI, GNR, RWO | 13F-HR | 8/14/2018 | 000108514618002042 |
| Q1 2018 | 311 | 950,525 | IXUS, VTI, GNR, RWO | 13F-HR | 5/14/2018 | 000108514618001407 |
| Q4 2017 | 308 | 949,262 | IXUS, VTI, GNR, RWO | 13F-HR | 2/13/2018 | 000108514618000658 |
| Q3 2017 | 289 | 844,329 | IXUS, VTI, GNR, RWO | 13F-HR | 11/13/2017 | 000108514617002273 |
| Q2 2017 | 285 | 807,036 | IXUS, VTI, GNR, RWO | 13F-HR | 8/9/2017 | 000108514617001695 |
| Q1 2017 | 287 | 786,087 | VTI, IXUS, GNR, RWO | 13F-HR | 5/1/2017 | 000108514617001060 |
| Q4 2016 | 275 | 699,371 | VTI, RWO, IXUS, GNR | 13F-HR | 2/14/2017 | 000108514617000756 |
| Q3 2016 | 250 | 536,505 | VTI, RWO, IXUS, AGG | 13F-HR | 11/14/2016 | 000108514616004803 |
| Q2 2016 | 255 | 356,803 | RWO, AAPL, SCHZ, SCHV | 13F-HR | 7/29/2016 | 000108514616004089 |
| Q1 2016 | 203 | 309,428 | RWO, AAPL, SCHZ, NKE | RESTATEMENT | 7/29/2016 | 000108514616004086 |
| Q4 2015 | 177 | 247,952 | RWO, IWD, SCHV, SCHZ | RESTATEMENT | 3/11/2016 | 000108514616003354 |
| Q3 2015 | 173 | 229,953 | RWO, IWD, EFV, AMJ | 13F-HR | 11/13/2015 | 000108514615002294 |
| Q2 2015 | 189 | 236,714 | RWO, AMJ, IWD, EFV | 13F-HR | 8/3/2015 | 000108514615001572 |
| Q1 2015 | 182 | 218,316 | RWO, AMJ, SCHV, EFV | 13F-HR | 5/5/2015 | 000108514615001044 |
| Q4 2014 | 161 | 146,417 | AMJ, RWO, DJP, SCHV | 13F-HR | 2/17/2015 | 000108514615000596 |
| Q3 2014 | 162 | 144,200 | AMJ, DJP, SCHV, RWO | 13F-HR | 10/29/2014 | 000108514614002055 |
| Q2 2014 | 159 | 131,565 | AMJ, DJP, SCHV, SCHG | 13F-HR | 8/5/2014 | 000108514614001508 |
| Q1 2014 | 155 | 120,085 | AMJ, SCHG, SCHV, XLU | 13F-HR | 5/15/2014 | 000108514614001133 |
| Q4 2013 | 148 | 120,841 | AMJ, SCHV, SCHG, XLU | 13F-HR | 2/12/2014 | 000108514614000524 |