| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 105 | 586,682 | SNOW, IVW, ORCL, VUG | 13F-HR | 2/13/2025 | 000108514625001267 |
| Q3 2024 | 98 | 572,497 | ORCL, IVW, IVE, SNOW | 13F-HR | 11/14/2024 | 000108514624005724 |
| Q2 2024 | 95 | 534,956 | SNOW, IVW, VUG, IVE | 13F-HR | 8/13/2024 | 000108514624003746 |
| Q1 2024 | 93 | 501,307 | SNOW, VUG, VTV, ORCL | RESTATEMENT | 5/30/2024 | 000108514624002680 |
| Q4 2023 | 85 | 484,694 | SNOW, VUG, VTV, ORCL | 13F-HR | 2/14/2024 | 000108514624001393 |
| Q3 2023 | 82 | 427,061 | SNOW, VUG, VTV, ORCL | 13F-HR | 11/13/2023 | 000108514623004267 |
| Q2 2023 | 76 | 382,533 | VUG, VTV, ORCL, VEA | 13F-HR | 8/14/2023 | 000108514623003449 |
| Q1 2023 | 72 | 346,487 | VTV, VUG, ORCL, VEA | 13F-HR | 5/11/2023 | 000108514623002274 |
| Q4 2022 | 75 | 317,795 | VTV, VUG, ORCL, VEA | 13F-HR | 2/10/2023 | 000108514623001028 |
| Q3 2022 | 69 | 283,280 | VTV, VUG, VEA, ORCL | 13F-HR | 11/14/2022 | 000108514622004069 |
| Q2 2022 | 66 | 295,513 | VTV, VUG, VEA, ORCL | 13F-HR | 8/8/2022 | 000108514622002861 |
| Q1 2022 | 67 | 351,081 | VUG, VTV, VEA, ORCL | 13F-HR | 5/5/2022 | 000108514622001757 |
| Q4 2021 | 66 | 371,811 | VUG, VTV, VEA, ORCL | 13F-HR | 2/3/2022 | 000108514622000526 |
| Q3 2021 | 24 | 315,017 | VUG, VTV, VEA, ORCL | 13F-HR | 11/8/2021 | 000108514621003060 |
| Q2 2021 | 21 | 305,491 | VUG, VTV, VEA, ORCL | 13F-HR | 8/13/2021 | 000108514621002449 |
| Q1 2021 | 20 | 279,063 | VUG, VTV, VEA, VWO | 13F-HR | 5/10/2021 | 000108514621001493 |
| Q4 2020 | 19 | 266,434 | VUG, VTV, VEA, VWO | 13F-HR | 2/10/2021 | 000108514621000560 |
| Q3 2020 | 53 | 233,451 | VUG, VTV, VEA, ORCL | 13F-HR | 11/12/2020 | 000108514620002876 |
| Q2 2020 | 48 | 214,510 | VUG, VTV, VEA, ORCL | 13F-HR | 8/11/2020 | 000108514620002117 |
| Q1 2020 | 38 | 178,686 | VUG, VTV, VEA, ORCL | 13F-HR | 5/12/2020 | 000108514620001432 |
| Q4 2019 | 41 | 216,040 | VTV, VUG, VEA, VWO | 13F-HR | 2/10/2020 | 000108514620000481 |
| Q3 2019 | 38 | 200,139 | VTV, VUG, VEA, VWO | 13F-HR | 11/8/2019 | 000108514619002793 |
| Q2 2019 | 31 | 194,860 | VTV, VUG, VEA, VWO | 13F-HR | 8/2/2019 | 000108514619002045 |
| Q1 2019 | 30 | 180,996 | VTV, VUG, VEA, VWO | 13F-HR | 5/8/2019 | 000108514619001393 |
| Q4 2018 | 27 | 160,550 | VTV, VUG, VEA, VWO | 13F-HR | 2/11/2019 | 000108514619000447 |
| Q3 2018 | 32 | 185,460 | VTV, VUG, VEA, VWO | 13F-HR | 11/21/2018 | 000108514618002805 |
| Q2 2018 | 32 | 170,151 | VTV, VUG, VEA, VWO | 13F-HR | 8/7/2018 | 000108514618001855 |
| Q1 2018 | 30 | 167,747 | VTV, VUG, VEA, VWO | 13F-HR | 5/15/2018 | 000108514618001490 |