| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 693 | 1,564,948 | VTI, VOO, MSFT, AAPL | 13F-HR | 1/18/2024 | 000108514624000318 |
| Q3 2023 | 659 | 1,321,671 | VTI, VOO, MSFT, AAPL | 13F-HR | 10/18/2023 | 000108514623003778 |
| Q2 2023 | 659 | 1,361,972 | VTI, VOO, AAPL, MSFT | 13F-HR | 8/10/2023 | 000108514623003235 |
| Q1 2023 | 641 | 1,290,415 | VTI, VOO, AAPL, MSFT | 13F-HR | 4/26/2023 | 000108514623001883 |
| Q4 2022 | 554 | 1,074,170 | VTI, VOO, SCHB, AAPL | 13F-HR | 1/23/2023 | 000108514623000289 |
| Q3 2022 | 569 | 1,038,351 | VTI, VOO, AAPL, MSFT | 13F-HR | 11/7/2022 | 000108514622003816 |
| Q2 2022 | 551 | 1,019,346 | VTI, VOO, AAPL, MSFT | 13F-HR | 7/26/2022 | 000108514622002571 |
| Q1 2022 | 611 | 1,063,918 | VOO, AAPL, MSFT, VXUS | 13F-HR | 4/12/2022 | 000108514622001365 |
| Q4 2021 | 579 | 1,213,090 | VTI, VOO, AAPL, MSFT | 13F-HR | 1/18/2022 | 000108514622000164 |
| Q3 2021 | 532 | 1,119,058 | VTI, VOO, AAPL, MSFT | 13F-HR | 10/7/2021 | 000108514621002665 |
| Q2 2021 | 520 | 1,099,090 | VTI, VOO, MSFT, VWO | 13F-HR | 8/13/2021 | 000108514621002442 |
| Q1 2021 | 495 | 914,383 | VTI, VOO, VWO, MSFT | 13F-HR | 4/29/2021 | 000108514621001377 |
| Q4 2020 | 485 | 877,045 | VTI, VOO, MSFT, VWO | 13F-HR | 1/29/2021 | 000108514621000311 |
| Q3 2020 | 413 | 730,597 | VTI, VOO, MSFT, VWO | 13F-HR | 10/29/2020 | 000108514620002694 |
| Q2 2020 | 420 | 665,541 | VTI, VOO, IWV, MSFT | 13F-HR | 8/5/2020 | 000108514620002001 |
| Q1 2020 | 354 | 528,069 | VTI, VOO, VEA, IWV | 13F-HR | 4/28/2020 | 000108514620001224 |
| Q4 2019 | 369 | 559,073 | VTI, VEA, VOO, VWO | 13F-HR | 2/4/2020 | 000108514620000402 |
| Q3 2019 | 356 | 512,260 | VTI, VEA, VOO, VWO | 13F-HR | 10/31/2019 | 000108514619002688 |
| Q2 2019 | 350 | 511,606 | VTI, VEA, VWO, VOO | 13F-HR | 7/23/2019 | 000108514619001949 |
| Q1 2019 | 378 | 514,704 | VTI, VEA, VWO, VOO | 13F-HR | 4/12/2019 | 000108514619001170 |
| Q4 2018 | 358 | 434,463 | VTI, VEA, VOO, VWO | 13F-HR | 1/29/2019 | 000108514619000252 |
| Q3 2018 | 407 | 491,781 | VTI, VEA, VOO, MSFT | 13F-HR | 10/17/2018 | 000108514618002335 |
| Q2 2018 | 442 | 472,809 | VTI, VEA, VOO, VO | 13F-HR | 7/23/2018 | 000108514618001737 |
| Q1 2018 | 446 | 468,455 | VTI, VEA, VOO, QQQ | 13F-HR | 4/23/2018 | 000108514618001134 |
| Q4 2017 | 463 | 513,960 | VTI, VEA, VOO, QQQ | 13F-HR | 1/17/2018 | 000108514618000153 |
| Q3 2017 | 452 | 479,937 | VTI, VEA, VOO, QQQ | 13F-HR | 10/23/2017 | 000108514617002104 |
| Q2 2017 | 421 | 450,157 | VTI, VEA, VOO, QQQ | 13F-HR | 7/27/2017 | 000108514617001579 |
| Q1 2017 | 356 | 425,704 | VTI, AMJ, VEA, VOO | 13F-HR | 4/21/2017 | 000108514617001015 |
| Q4 2016 | 339 | 397,393 | VEA, AMJ, VTI, VOO | 13F-HR | 1/24/2017 | 000108514617000168 |
| Q3 2016 | 364 | 440,839 | VEA, VTI, QQQ, AMJ | 13F-HR | 11/15/2016 | 000108514616004889 |
| Q2 2016 | 277 | 410,195 | VEA, VTI, VOO, QQQ | 13F-HR | 8/25/2016 | 000108514616004385 |
| Q1 2016 | 341 | 421,771 | VEA, VOO, QQQ, VTI | 13F-HR | 5/11/2016 | 000108514616003675 |
| Q4 2015 | 87 | 174,697 | VEA, VOO, COST, USB | 13F-HR | 2/9/2016 | 000108514616002845 |
| Q3 2015 | 74 | 140,756 | VEA, USB, VOO, SPY | 13F-HR | 11/10/2015 | 000108514615002226 |
| Q2 2015 | 81 | 109,147 | SPY, COST, GLD, QQQ | 13F-HR | 8/12/2015 | 000108514615001696 |
| Q1 2015 | 80 | 97,849 | SPY, COST, GLD, FEZ | 13F-HR | 5/8/2015 | 000108514615001082 |
| Q4 2014 | 96 | 92,224 | SPY, COST, GLD, TYG | 13F-HR | 2/6/2015 | 000108514615000273 |