| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 176 | 1,137,608 | IVV, IEFA, IJH, SCHX | 13F-HR | 7/18/2025 | 000108514625003973 |
| Q1 2025 | 169 | 1,061,209 | IVV, IEFA, IJH, SCHX | 13F-HR | 4/28/2025 | 000108514625002364 |
| Q4 2024 | 172 | 1,123,608 | IVV, SCHX, IEFA, IJH | 13F-HR | 2/6/2025 | 000108514625000869 |
| Q3 2024 | 161 | 1,105,136 | IVV, SCHX, IEFA, IJH | 13F-HR | 11/1/2024 | 000108514624005308 |
| Q2 2024 | 145 | 1,037,507 | IVV, SCHX, IEFA, IJH | 13F-HR | 7/17/2024 | 000108514624003079 |
| Q1 2024 | 158 | 1,009,276 | IVV, SCHX, IEFA, IJH | 13F-HR | 5/8/2024 | 000108514624002314 |
| Q4 2023 | 153 | 924,879 | IVV, SCHX, IEFA, IJH | 13F-HR | 1/24/2024 | 000108514624000455 |
| Q3 2023 | 130 | 817,439 | IVV, SCHX, IEFA, IJH | 13F-HR | 11/6/2023 | 000108514623004087 |
| Q2 2023 | 131 | 845,117 | IVV, SCHX, IEFA, IJH | 13F-HR | 8/7/2023 | 000108514623003132 |
| Q1 2023 | 131 | 791,860 | IVV, IEFA, SCHX, IJH | 13F-HR | 5/1/2023 | 000108514623002003 |
| Q4 2022 | 130 | 748,065 | IVV, IEFA, SCHX, IJH | 13F-HR | 2/6/2023 | 000108514623000694 |
| Q3 2022 | 129 | 694,098 | IVV, IEFA, SCHX, IJH | 13F-HR | 11/14/2022 | 000108514622003937 |
| Q2 2022 | 137 | 728,933 | IVV, IEFA, SCHX, SCHM | 13F-HR | 8/1/2022 | 000108514622002672 |
| Q1 2022 | 142 | 832,720 | IVV, IEFA, SCHX, SCHM | 13F-HR | 5/9/2022 | 000108514622001910 |
| Q4 2021 | 126 | 842,163 | IEFA, IVV, SCHX, SCHM | 13F-HR | 2/7/2022 | 000108514622000582 |
| Q3 2021 | 123 | 787,509 | IEFA, IVV, SCHX, SCHM | 13F-HR | 11/15/2021 | 000108514621003321 |
| Q2 2021 | 130 | 794,013 | IEFA, IVV, SCHX, SCHM | 13F-HR | 8/13/2021 | 000108514621002456 |
| Q1 2021 | 129 | 746,493 | IEFA, IVV, SCHX, SCHM | 13F-HR | 5/10/2021 | 000108514621001533 |
| Q4 2020 | 125 | 717,260 | IEFA, IVV, SCHX, SCHM | 13F-HR | 2/11/2021 | 000108514621000629 |
| Q3 2020 | 116 | 628,225 | IEFA, IVV, SCHX, SCHM | 13F-HR | 11/9/2020 | 000108514620002778 |
| Q2 2020 | 110 | 583,371 | IEFA, IVV, SCHX, SCHM | 13F-HR | 8/7/2020 | 000108514620002063 |
| Q1 2020 | 109 | 477,964 | IEFA, IVV, SCHX, SCHM | 13F-HR | 4/28/2020 | 000108514620001227 |
| Q4 2019 | 119 | 557,532 | IEFA, SCHX, IVV, SCHM | 13F-HR | 2/4/2020 | 000108514620000395 |
| Q3 2019 | 123 | 525,814 | IEFA, SCHX, IVV, SCHM | 13F-HR | 10/31/2019 | 000108514619002683 |
| Q2 2019 | 127 | 542,492 | IEFA, SCHX, IVV, SCHM | 13F-HR | 8/2/2019 | 000108514619002041 |
| Q1 2019 | 127 | 510,827 | IEFA, SCHX, IVV, SCHM | 13F-HR | 4/26/2019 | 000108514619001256 |
| Q4 2018 | 124 | 433,351 | IEFA, SCHX, IVV, VMBS | 13F-HR | 2/8/2019 | 000108514619000400 |
| Q3 2018 | 126 | 470,794 | IEFA, SCHX, IVV, VMBS | 13F-HR | 11/7/2018 | 000108514618002526 |
| Q2 2018 | 127 | 442,602 | IEFA, SCHX, VMBS, IVV | 13F-HR | 8/3/2018 | 000108514618001840 |
| Q1 2018 | 130 | 422,843 | IEFA, SCHX, VMBS, IVV | 13F-HR | 4/26/2018 | 000108514618001155 |
| Q4 2017 | 133 | 404,660 | IEFA, SCHX, SCHM, IVV | 13F-HR | 2/2/2018 | 000108514618000306 |
| Q3 2017 | 147 | 355,962 | IEFA, SCHX, SCHM, IVV | RESTATEMENT | 12/14/2017 | 000108514617002530 |
| Q2 2017 | 138 | 315,228 | IEFA, SCHX, SCHM, VMBS | 13F-HR | 8/14/2017 | 000108514617001847 |
| Q1 2017 | 112 | 248,557 | IEFA, SCHX, SCHM, META | 13F-HR | 5/9/2017 | 000160472317000003 |
| Q4 2016 | 97 | 207,409 | SCHX, TMO, COST, UNP | 13F-HR | 2/2/2017 | 000160472317000001 |
| Q3 2016 | 74 | 198,380 | SCHX, TMO, COST, META | 13F-HR | 10/21/2016 | 000160472316000009 |
| Q2 2016 | 72 | 192,314 | SCHX, TMO, NVO, COST | 13F-HR | 7/25/2016 | 000160472316000008 |
| Q1 2016 | 60 | 174,146 | SCHX, TMO, NVO, COST | 13F-HR | 4/26/2016 | 000160472316000007 |
| Q4 2015 | 52 | 215,567 | WFC, SCHX, NVO, TMO | 13F-HR | 2/8/2016 | 000160472316000006 |
| Q3 2015 | 52 | 158,641 | SCHX, NVO, TMO, DIS | 13F-HR | 10/16/2015 | 000160472315000004 |
| Q2 2015 | 51 | 166,756 | SCHX, NVO, TMO, DIS | 13F-HR | 7/28/2015 | 000160472315000003 |
| Q1 2015 | 53 | 165,182 | SCHX, NVO, TMO, UNP | 13F-HR | 4/21/2015 | 000160472315000002 |
| Q4 2014 | 57 | 153,438 | SCHX, UNP, TMO, NVO | 13F-HR | 1/20/2015 | 000160472315000001 |
| Q3 2014 | 60 | 143,251 | SCHX, NVO, UNP, TMO | 13F-HR | 10/21/2014 | 000160472314000004 |
| Q2 2014 | 57 | 136,600 | SCHX, FMC, TMO, UNP | 13F-HR | 7/28/2014 | 000160472314000003 |
| Q1 2014 | 59 | 132,146 | SCHX, FMC, TMO, UNP | 13F-HR | 4/29/2014 | 000160472314000002 |