| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 202 | 1,093,415 | BND, AAPL, MSFT, EFA | 13F-HR | 4/8/2025 | 000108514625001923 |
| Q4 2024 | 199 | 1,078,730 | BND, AAPL, MSFT, NVDA | 13F-HR | 1/23/2025 | 000108514625000440 |
| Q3 2024 | 210 | 1,124,780 | BND, AAPL, MSFT, NVDA | 13F-HR | 10/21/2024 | 000108514624005019 |
| Q2 2024 | 210 | 1,077,150 | BND, MSFT, AAPL, NVDA | 13F-HR | 7/19/2024 | 000108514624003091 |
| Q1 2024 | 225 | 1,093,658 | BND, MSFT, AAPL, EFA | 13F-HR | 4/10/2024 | 000108514624001700 |
| Q3 2023 | 237 | 866,289 | BND, AAPL, MSFT, EFA | 13F-HR | 10/17/2023 | 000108514623003768 |
| Q2 2023 | 242 | 925,033 | AAPL, BND, MSFT, EFA | 13F-HR | 7/11/2023 | 000108514623002634 |
| Q1 2023 | 231 | 869,301 | BND, AAPL, MSFT, EFA | 13F-HR | 4/6/2023 | 000108514623001536 |
| Q4 2022 | 245 | 831,678 | BND, AAPL, MSFT, EFA | 13F-HR | 1/27/2023 | 000108514623000426 |
| Q3 2022 | 241 | 765,283 | BND, AAPL, MSFT, EFA | 13F-HR | 10/17/2022 | 000108514622003444 |
| Q2 2022 | 252 | 817,987 | BND, AAPL, MSFT, EFA | RESTATEMENT | 8/8/2022 | 000108514622002852 |
| Q1 2022 | 259 | 1,012,357 | BND, AAPL, MSFT, EFA | 13F-HR | 5/6/2022 | 000108514622001795 |
| Q4 2021 | 258 | 1,011,738 | BND, AAPL, MSFT, EFA | 13F-HR | 2/9/2022 | 000081139322000002 |
| Q3 2021 | 202 | 891,357 | BND, AAPL, MSFT, EFA | 13F-HR | 11/15/2021 | 000161184821000012 |
| Q2 2021 | 215 | 878,306 | BND, AAPL, MSFT, EFA | 13F-HR | 8/2/2021 | 000161184821000009 |
| Q1 2021 | 231 | 895,585 | BND, AAPL, MSFT, IWB | 13F-HR | 5/3/2021 | 000161184821000007 |
| Q4 2020 | 222 | 838,174 | BND, IWB, AAPL, MSFT | 13F-HR | 1/28/2021 | 000161184821000002 |
| Q3 2020 | 195 | 716,841 | BND, IWB, AAPL, MSFT | 13F-HR | 10/14/2020 | 000161184820000007 |
| Q2 2020 | 182 | 654,004 | BND, MSFT, IWB, AAPL | 13F-HR | 8/4/2020 | 000161184820000005 |
| Q1 2020 | 161 | 523,716 | BND, MSFT, EFA, IWB | 13F-HR | 5/6/2020 | 000160704520000068 |
| Q4 2019 | 185 | 702,085 | BND, EFA, IWB, MSFT | 13F-HR | 2/13/2020 | 000160704520000031 |
| Q3 2019 | 188 | 626,477 | BND, EFA, IWB, IVV | 13F-HR | 10/18/2019 | 000160704519000124 |
| Q2 2019 | 192 | 617,982 | BND, EFA, IWB, IVV | 13F-HR | 7/26/2019 | 000160704519000093 |
| Q1 2019 | 182 | 626,662 | BND, EFA, IWB, IVV | 13F-HR | 5/16/2019 | 000160704519000072 |
| Q4 2018 | 173 | 558,432 | BND, EFA, IWB, IVV | 13F-HR | 2/13/2019 | 000160704519000031 |
| Q3 2018 | 169 | 585,695 | BND, EFA, IVV, IWB | 13F-HR | 11/14/2018 | 000160704518000087 |
| Q2 2018 | 145 | 422,737 | AAPL, MSFT, CVX, JPM | 13F-HR | 8/15/2018 | 000160704518000058 |
| Q1 2018 | 183 | 611,049 | BND, EFA, IWB, IVV | 13F-HR | 5/9/2018 | 000160704518000031 |
| Q4 2017 | 171 | 580,898 | BND, EFA, IWB, IVV | 13F-HR | 1/29/2018 | 000160704518000006 |
| Q3 2017 | 165 | 558,909 | BND, EFA, IWB, IVV | 13F-HR | 11/6/2017 | 000160704517000049 |
| Q2 2017 | 178 | 553,734 | BND, EFA, IWB, IVV | 13F-HR | 8/2/2017 | 000160704517000038 |
| Q1 2017 | 169 | 536,329 | BND, EFA, IWB, IVV | 13F-HR | 4/27/2017 | 000160704517000024 |
| Q4 2016 | 176 | 505,673 | BND, EFA, IWB, IVV | 13F-HR | 2/1/2017 | 000160704517000011 |
| Q3 2016 | 169 | 480,397 | BND, EFA, IVV, IWB | 13F-HR | 10/26/2016 | 000160704516000075 |
| Q2 2016 | 163 | 462,133 | BND, EFA, IWB, IVV | 13F-HR | 8/1/2016 | 000160704516000066 |
| Q1 2016 | 163 | 433,550 | BND, EFA, IVV, IWB | 13F-HR | 5/2/2016 | 000160704516000052 |
| Q4 2015 | 168 | 427,152 | BND, EFA, IVV, IWB | 13F-HR | 2/8/2016 | 000160704516000045 |
| Q3 2015 | 168 | 415,292 | BND, EFA, IVV, IWB | 13F-HR | 10/22/2015 | 000160704515000035 |
| Q2 2015 | 157 | 430,204 | BND, EFA, IWB, IVV | 13F-HR | 8/4/2015 | 000160704515000029 |
| Q1 2015 | 156 | 434,639 | EFA, BND, IWB, IVV | 13F-HR | 5/11/2015 | 000160704515000022 |
| Q4 2014 | 136 | 403,950 | EFA, BND, IWB, IVV | 13F-HR | 2/11/2015 | 000160704515000004 |
| Q3 2014 | 144 | 394,619 | BND, EFA, IWB, IVV | RESTATEMENT | 2/17/2015 | 000160704515000016 |