| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2019 | 86 | 221,033 | SCHF, AAPL, VSS, IEMG | 13F-HR | 1/29/2020 | 000120677420000279 |
| Q3 2019 | 85 | 203,392 | SCHF, AAPL, VSS, IEMG | 13F-HR | 11/7/2019 | 000120677419003683 |
| Q2 2019 | 83 | 190,552 | SCHF, VSS, AAPL, IEMG | 13F-HR | 8/8/2019 | 000120677419002559 |
| Q1 2019 | 81 | 180,762 | SCHF, AAPL, VSS, VBR | 13F-HR | 5/10/2019 | 000120677419001704 |
| Q4 2018 | 74 | 152,051 | SCHF, VSS, AAPL, VBR | 13F-HR | 2/8/2019 | 000120677419000357 |
| Q3 2018 | 71 | 157,679 | IEFA, AAPL, XLY, HD | 13F-HR | 10/31/2018 | 000120677418003072 |
| Q2 2018 | 67 | 140,563 | AAPL, XLY, HD, GOOG | 13F-HR | 8/8/2018 | 000120677418002343 |
| Q1 2018 | 63 | 135,955 | AAPL, XLY, DXJ, HD | 13F-HR | 5/9/2018 | 000120677418001594 |
| Q4 2017 | 65 | 142,197 | AAPL, DXJ, XLY, HD | 13F-HR | 2/1/2018 | 000120677418000339 |
| Q3 2017 | 65 | 135,532 | AAPL, DXJ, HD, LORL | 13F-HR | 11/7/2017 | 000120677417003113 |
| Q2 2017 | 63 | 127,883 | AAPL, XLY, DXJ, HD | 13F-HR | 7/26/2017 | 000120677417002170 |
| Q1 2017 | 63 | 123,864 | AAPL, XLY, HD, BDX | 13F-HR | 4/28/2017 | 000120677417001489 |
| Q4 2016 | 64 | 116,479 | XLY, AAPL, HD, GD | 13F-HR | 2/6/2017 | 000120677417000351 |
| Q3 2016 | 61 | 118,309 | TOTL, AAPL, XLY, SPG | 13F-HR | 11/3/2016 | 000120677416007486 |
| Q2 2016 | 62 | 118,606 | TOTL, SPG, XLY, BDX | 13F-HR | 7/21/2016 | 000120677416006467 |
| Q1 2016 | 62 | 117,351 | TOTL, AAPL, SPG, XLY | 13F-HR | 4/27/2016 | 000120677416005612 |
| Q4 2015 | 66 | 123,315 | TOTL, XLY, SPG, AAPL | 13F-HR | 1/26/2016 | 000120677416004219 |
| Q3 2015 | 65 | 117,863 | TOTL, IWN, AAPL, XLY | 13F-HR | 10/30/2015 | 000120677415003348 |
| Q2 2015 | 66 | 116,880 | IWN, TOTL, AAPL, XLY | 13F-HR | 7/27/2015 | 000120677415002341 |
| Q1 2015 | 65 | 116,221 | IWN, AAPL, XLY, SPG | 13F-HR | 4/27/2015 | 000114544315000583 |
| Q4 2014 | 67 | 116,059 | IWN, AAPL, XLY, SPG | 13F-HR | 1/26/2015 | 000114544315000081 |
| Q3 2014 | 66 | 104,678 | AAPL, XLY, SPG, RTX | 13F-HR | 10/22/2014 | 000114544314001246 |
| Q2 2014 | 68 | 104,458 | AAPL, XLY, SPG, RTX | RESTATEMENT | 8/5/2014 | 000114544314001001 |