| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 258 | 1,182,156 | IVV, IEFA, SCHM, QUAL | 13F-HR | 4/10/2024 | 000161333124000002 |
| Q4 2023 | 247 | 1,098,318 | IVV, IEFA, SCHM, AAPL | 13F-HR | 1/8/2024 | 000161333124000001 |
| Q3 2023 | 225 | 951,429 | IVV, IEFA, SCHM, AAPL | 13F-HR | 12/6/2023 | 000161333123000005 |
| Q2 2023 | 235 | 935,412 | IVV, IEFA, SCHM, AAPL | 13F-HR | 7/10/2023 | 000161333123000004 |
| Q1 2023 | 214 | 877,939 | IVV, IEFA, SCHM, AAPL | 13F-HR | 4/13/2023 | 000161333123000003 |
| Q4 2022 | 208 | 862,065 | IVV, SCHM, VOO, USMV | RESTATEMENT | 1/24/2023 | 000161333123000002 |
| Q3 2022 | 179 | 705,730 | IVV, SCHM, AAPL, VOO | 13F-HR | 10/13/2022 | 000161333122000004 |
| Q2 2022 | 183 | 741,848 | IVV, SCHM, USMV, VOO | 13F-HR | 8/30/2022 | 000161333122000003 |
| Q1 2022 | 187 | 848,403 | IVV, SCHM, VOO, AAPL | 13F-HR | 4/6/2022 | 000161333122000002 |
| Q4 2021 | 179 | 846,830 | IVV, SCHM, VOO, AAPL | 13F-HR | 1/19/2022 | 000161333122000001 |
| Q3 2021 | 156 | 756,372 | IVV, SCHM, VOO, MTUM | 13F-HR | 10/8/2021 | 000161333121000004 |
| Q2 2021 | 151 | 747,089 | IVV, SCHM, VOO, MTUM | 13F-HR | 7/19/2021 | 000161333121000003 |
| Q1 2021 | 139 | 711,844 | IVV, SCHM, VOO, USMV | 13F-HR | 5/27/2021 | 000161333121000002 |
| Q4 2020 | 134 | 670,318 | IVV, VOO, USMV, MTUM | 13F-HR | 2/4/2021 | 000161333121000001 |
| Q3 2020 | 119 | 599,993 | IVV, VOO, USMV, MTUM | 13F-HR | 11/5/2020 | 000161333120000004 |
| Q2 2020 | 114 | 587,758 | IVV, VOO, USMV, MTUM | 13F-HR | 8/10/2020 | 000161333120000003 |
| Q1 2020 | 119 | 440,346 | IVV, USMV, VOO, IBDL | 13F-HR | 5/14/2020 | 000161333120000002 |
| Q4 2019 | 130 | 594,318 | IVV, VOO, USMV, SLYV | 13F-HR | 2/13/2020 | 000161333120000001 |
| Q3 2019 | 124 | 539,426 | IVV, VOO, USMV, SLYV | 13F-HR | 11/13/2019 | 000161333119000004 |
| Q2 2019 | 124 | 505,583 | IVV, VOO, USMV, VO | 13F-HR | 8/13/2019 | 000161333119000003 |
| Q1 2019 | 107 | 468,358 | IVV, VOO, USMV, VO | 13F-HR | 5/8/2019 | 000161333119000002 |
| Q4 2018 | 124 | 446,999 | VOO, IVV, USMV, IWR | 13F-HR | 2/12/2019 | 000161333119000001 |
| Q3 2018 | 110 | 413,058 | VOO, IWR, IVV, IEFA | 13F-HR | 11/13/2018 | 000161333118000004 |
| Q2 2018 | 110 | 388,088 | VOO, IEFA, IWR, EFA | 13F-HR | 8/1/2018 | 000161333118000003 |
| Q1 2018 | 100 | 403,804 | VOO, IEFA, IWR, IEF | 13F-HR | 5/14/2018 | 000161333118000002 |
| Q4 2017 | 108 | 411,594 | VOO, EFA, IWR, IEF | 13F-HR | 2/9/2018 | 000161333118000001 |
| Q3 2017 | 102 | 331,689 | VOO, EFA, IWR, AGG | RESTATEMENT | 11/13/2017 | 000161333117000005 |
| Q2 2017 | 63 | 327,598 | VOO, EFA, IWR, AGG | 13F-HR | 8/9/2017 | 000161333117000003 |
| Q1 2017 | 62 | 315,517 | VOO, EFA, IWR, AGG | 13F-HR | 5/15/2017 | 000161333117000002 |
| Q4 2016 | 64 | 301,202 | VOO, EFA, AGG, IWR | 13F-HR | 2/14/2017 | 000161333117000001 |
| Q3 2016 | 55 | 280,179 | VOO, EFA, VXF, AGG | 13F-HR | 10/28/2016 | 000161333116000011 |
| Q2 2016 | 54 | 267,109 | VOO, EFA, VXF, AGG | 13F-HR | 7/12/2016 | 000161333116000010 |
| Q1 2016 | 53 | 254,823 | VOO, EFA, VXF, AGG | 13F-HR | 4/11/2016 | 000161333116000009 |
| Q4 2015 | 56 | 261,750 | VOO, SCHF, VXF, AGG | 13F-HR | 1/8/2016 | 000161333116000008 |
| Q3 2015 | 59 | 255,867 | VOO, AGG, SCHF, VXF | RESTATEMENT | 11/4/2015 | 000161333115000007 |
| Q2 2015 | 36 | 241,670 | VOO, AGG, SCHF, VXF | 13F-HR | 7/27/2015 | 000161333115000005 |
| Q1 2015 | 50 | 253,283 | AGG, VOO, SCHF, VXF | 13F-HR | 4/29/2015 | 000161333115000002 |
| Q4 2014 | 44 | 117,951 | IWD, HEDJ, AIRR, VWO | 13F-HR | 1/21/2015 | 000161333115000001 |
| Q3 2014 | 80 | 128,180 | IWD, EWI, AIRR, EWZ | 13F-HR | 11/3/2014 | 000161333114000005 |
| Q2 2014 | 70 | 113,393 | IWD, EWI, EWZ, AMGN | 13F-HR | 8/15/2014 | 000161333114000004 |
| Q1 2014 | 63 | 97,049 | IWD, EWI, AMGN, JNJ | 13F-HR | 8/15/2014 | 000161333114000003 |
| Q4 2013 | 62 | 111,918 | IWD, SPY, ELD, ACWI | 13F-HR | 8/15/2014 | 000161333114000002 |