| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 911 | 1,390,226 | VOO, GOVT, IDEV, SPY | 13F-HR | 5/6/2025 | 000160290525000003 |
| Q4 2024 | 992 | 1,424,990 | VOO, GOVT, IDEV, SPY | 13F-HR | 1/17/2025 | 000160290525000001 |
| Q3 2024 | 1,004 | 1,426,004 | VOO, IDEV, GOVT, SPY | 13F-HR | 10/24/2024 | 000160290524000007 |
| Q2 2024 | 1,024 | 1,320,778 | VOO, GOVT, IDEV, SPY | 13F-HR | 8/5/2024 | 000160290524000004 |
| Q1 2024 | 992 | 1,291,128 | VOO, GOVT, IDEV, SPY | 13F-HR | 4/16/2024 | 000160290524000003 |
| Q4 2023 | 911 | 1,223,902 | VOO, GOVT, IDEV, SPY | 13F-HR | 2/1/2024 | 000160290524000001 |
| Q3 2023 | 919 | 1,108,544 | VOO, IDEV, SPY, IEMG | 13F-HR | 10/19/2023 | 000160290523000007 |
| Q2 2023 | 866 | 1,107,894 | VOO, SPY, IDEV, IEMG | 13F-HR | 7/24/2023 | 000160290523000006 |
| Q1 2023 | 847 | 1,071,559 | VOO, IDEV, SPY, IEMG | 13F-HR | 4/18/2023 | 000160290523000005 |
| Q4 2022 | 820 | 979,427 | VOO, SPY, IDEV, IEMG | 13F-HR | 1/31/2023 | 000160290523000004 |
| Q3 2022 | 839 | 898,952 | VOO, SPY, IDEV, AGG | 13F-HR | 11/9/2022 | 000160290522000004 |
| Q2 2022 | 804 | 947,682 | VOO, AGG, SPY, IDEV | 13F-HR | 8/11/2022 | 000160290522000003 |
| Q1 2022 | 796 | 1,065,018 | VOO, AGG, SPY, PULS | 13F-HR | 5/5/2022 | 000160290522000002 |
| Q4 2021 | 41 | 4,685 | TEAM.MX, XPEV, ZTS, ETN | 13F-HR | 2/14/2022 | 000174256922000002 |
| Q3 2021 | 782 | 987,773 | VOO, AGG, SPY, PULS | 13F-HR | 11/12/2021 | 000084277521000007 |
| Q2 2021 | 603 | 967,442 | VOO, AGG, SPY, IDEV | 13F-HR | 8/10/2021 | 000160290521000004 |
| Q1 2021 | 564 | 887,148 | VOO, AGG, SPY, FLRN | 13F-HR | 5/13/2021 | 000160290521000003 |
| Q4 2020 | 475 | 837,549 | SPY, VOO, AGG, FLRN | 13F-HR | 2/9/2021 | 000160290521000001 |
| Q3 2020 | 472 | 757,091 | SPY, VOO, AGG, FLRN | 13F-HR | 11/12/2020 | 000160290520000005 |
| Q2 2020 | 489 | 716,996 | SPY, VOO, AGG, FLRN | 13F-HR | 8/11/2020 | 000160290520000004 |
| Q1 2020 | 473 | 597,844 | SPY, VOO, AGG, FLRN | 13F-HR | 4/24/2020 | 000160290520000003 |
| Q4 2019 | 460 | 656,791 | SPY, AGG, VOO, FLRN | 13F-HR | 2/7/2020 | 000160290520000001 |
| Q3 2019 | 469 | 614,470 | SPY, VOO, AGG, FLRN | 13F-HR | 10/22/2019 | 000160290519000004 |
| Q2 2019 | 453 | 604,858 | SPY, VOO, AGG, FLRN | 13F-HR | 8/6/2019 | 000160290519000003 |
| Q1 2019 | 464 | 578,116 | SPY, VOO, AGG, FLRN | 13F-HR | 5/7/2019 | 000173081019000002 |
| Q4 2018 | 494 | 523,139 | SPY, VOO, AGG, FLRN | 13F-HR | 1/25/2019 | 000160290519000002 |
| Q3 2018 | 472 | 572,290 | SPY, VOO, AGG, FLRN | 13F-HR | 10/24/2018 | 000160290518000007 |
| Q2 2018 | 452 | 519,902 | SPY, VOO, AGG, EFA | 13F-HR | 7/20/2018 | 000160290518000005 |
| Q1 2018 | 468 | 508,572 | SPY, AGG, VOO, EFA | 13F-HR | 5/10/2018 | 000100739918000004 |
| Q4 2017 | 493 | 539,372 | AGG, SPY, VOO, EFA | 13F-HR | 2/6/2018 | 000160290518000002 |
| Q3 2017 | 514 | 509,996 | AGG, SPY, VOO, EFA | 13F-HR | 10/30/2017 | 000160290517000005 |
| Q2 2017 | 508 | 503,161 | AGG, SPY, VOO, EFA | 13F-HR | 7/25/2017 | 000160290517000004 |
| Q1 2017 | 454 | 476,985 | AGG, VOO, SPY, EFA | 13F-HR | 5/2/2017 | 000160290517000003 |
| Q4 2016 | 448 | 457,017 | VOO, AGG, SPY, EFA | 13F-HR | 1/23/2017 | 000160290517000001 |
| Q3 2016 | 453 | 422,299 | VOO, EFA, SPY, AGG | 13F-HR | 11/10/2016 | 000160290516000013 |
| Q2 2016 | 558 | 408,373 | VOO, EFA, SPY, AGG | 13F-HR | 8/11/2016 | 000160290516000012 |
| Q1 2016 | 447 | 382,912 | VOO, EFA, SPY, AGG | 13F-HR | 5/4/2016 | 000160290516000010 |
| Q4 2015 | 474 | 371,953 | VOO, EFA, AGG, SPY | 13F-HR | 2/8/2016 | 000160290516000008 |
| Q3 2015 | 452 | 390,455 | AGG, VOO, EFA, QQQ | 13F-HR | 11/9/2015 | 000160290515000007 |
| Q2 2015 | 451 | 397,500 | AGG, VOO, EFA, QQQ | 13F-HR | 7/24/2015 | 000160290515000006 |
| Q1 2015 | 434 | 400,790 | AGG, VOO, EFA, QQQ | 13F-HR | 4/29/2015 | 000160290515000005 |
| Q4 2014 | 421 | 362,246 | VOO, QQQ, SPY, EFA | 13F-HR | 2/4/2015 | 000160290515000001 |
| Q3 2014 | 455 | 339,432 | VOO, QQQ, VTI, VEA | 13F-HR | 10/24/2014 | 000160682014000004 |
| Q2 2014 | 428 | 317,255 | VOO, VTI, QQQ, VEA | 13F-HR | 7/29/2014 | 000160682014000002 |
| Q1 2014 | 416 | 297,566 | VOO, VTI, QQQ, VEA | 13F-HR | 5/13/2014 | 000160290514000001 |
| Q4 2013 | 403 | 282,613 | VOO, VTI, VUG, VEA | 13F-HR | 10/28/2014 | 000160682014000008 |
| Q3 2013 | 405 | 181,334 | VTI, VUG, EFA, IGSB | 13F-HR | 10/27/2014 | 000160682014000007 |
| Q2 2013 | 318 | 166,176 | VTI, VUG, IGSB, EFA | 13F-HR | 10/27/2014 | 000160682014000006 |
| Q1 2013 | 320 | 173,685 | VUG, VTI, IGSB, EFA | 13F-HR | 10/27/2014 | 000160682014000005 |
| Q4 2012 | 325 | 164,772 | VUG, VTI, IGSB, EFA | 13F-HR | 11/3/2014 | 000160682014000012 |
| Q3 2012 | 321 | 153,501 | VUG, VTI, IGSB, HDV | 13F-HR | 11/3/2014 | 000160682014000011 |
| Q2 2012 | 316 | 165,148 | SPY, VTI, IGSB, HDV | 13F-HR | 10/31/2014 | 000160682014000010 |
| Q1 2012 | 334 | 162,752 | VTI, SPY, IGSB, HDV | 13F-HR | 10/31/2014 | 000160682014000009 |
| Q4 2011 | 349 | 147,405 | VTV, VUG, IGSB, HDV | 13F-HR | 11/3/2014 | 000160682014000013 |