| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 874 | 4,286,676 | EFA, IJR, IVV, IJH | 13F-HR | 11/13/2024 | 000108514624005571 |
| Q2 2024 | 876 | 3,865,553 | VOO, IJR, EFA, IJH | 13F-HR | 8/15/2024 | 000108514624004029 |
| Q1 2024 | 877 | 3,826,288 | VOO, IJR, EFA, IJH | 13F-HR | 5/15/2024 | 000108514624002535 |
| Q4 2023 | 6 | 107,705 | AGG, VOO, EFA, IJH | NEW HOLDINGS | 6/20/2024 | 000108514624002714 |
| Q4 2023 | 880 | 3,722,395 | VOO, IJR, IVV, IEFA | 13F-HR | 2/13/2024 | 000108514624001145 |
| Q3 2023 | 6 | 105,078 | AGG, VOO, EFA, IJH | NEW HOLDINGS | 6/20/2024 | 000108514624002713 |
| Q3 2023 | 879 | 3,588,241 | VOO, IJR, IEFA, IVV | 13F-HR | 11/14/2023 | 000108514623004437 |
| Q2 2023 | 6 | 84,478 | AGG, VOO, EFA, IJH | NEW HOLDINGS | 6/20/2024 | 000108514624002712 |
| Q2 2023 | 882 | 3,746,584 | VOO, IEFA, IJR, IJH | 13F-HR | 8/14/2023 | 000108514623003364 |
| Q1 2023 | 6 | 92,915 | AGG, VOO, EFA, IJH | NEW HOLDINGS | 6/20/2024 | 000108514624002711 |
| Q1 2023 | 880 | 3,817,289 | IEFA, VOO, IVV, IJR | 13F-HR | 5/15/2023 | 000108514623002346 |
| Q4 2022 | 6 | 93,326 | AGG, VOO, EFA, IJH | NEW HOLDINGS | 6/20/2024 | 000108514624002710 |
| Q4 2022 | 883 | 3,759,032 | IJH, IEFA, IVV, VOO | 13F-HR | 2/21/2023 | 000108514623001417 |
| Q3 2022 | 6 | 90,717 | AGG, VOO, EFA, IJH | NEW HOLDINGS | 6/20/2024 | 000108514624002709 |
| Q3 2022 | 885 | 3,931,969 | IEFA, VOO, IJH, IJR | 13F-HR | 11/14/2022 | 000108514622004028 |
| Q2 2022 | 6 | 102,290 | AGG, VOO, EFA, IJH | NEW HOLDINGS | 6/20/2024 | 000108514624002708 |
| Q2 2022 | 885 | 4,314,936 | IEFA, IJH, VOO, IJR | 13F-HR | 8/4/2022 | 000108514622002767 |
| Q1 2022 | 8 | 126,021 | VOO, AGG, IJH, IWM | NEW HOLDINGS | 6/20/2024 | 000108514624002707 |
| Q1 2022 | 897 | 4,397,633 | IEFA, IEMG, IJH, IVV | 13F-HR | 5/9/2022 | 000108514622001859 |
| Q4 2021 | 8 | 105,375 | VOO, AGG, IJH, IWM | NEW HOLDINGS | 6/20/2024 | 000108514624002706 |
| Q4 2021 | 898 | 5,100,636 | IEFA, IEMG, VOO, IJH | 13F-HR | 2/3/2022 | 000108514622000490 |
| Q3 2021 | 8 | 105,631 | VOO, AGG, IJH, IWM | NEW HOLDINGS | 6/20/2024 | 000108514624002705 |
| Q3 2021 | 894 | 4,891,718 | IEFA, IEMG, VOO, IJH | 13F-HR | 11/15/2021 | 000108514621003311 |
| Q2 2021 | 8 | 110,511 | VOO, AGG, IJH, IWM | NEW HOLDINGS | 6/20/2024 | 000108514624002704 |
| Q2 2021 | 900 | 5,663,321 | IEFA, IEMG, VOO, IJH | 13F-HR | 8/13/2021 | 000108514621002433 |
| Q1 2021 | 8 | 114,064 | VOO, AGG, IJH, IWM | NEW HOLDINGS | 6/20/2024 | 000108514624002703 |
| Q1 2021 | 902 | 5,668,067 | IEFA, IEMG, VOO, IJH | 13F-HR | 5/14/2021 | 000108514621001641 |
| Q4 2020 | 9 | 114,046 | VOO, AGG, IJH, IWM | NEW HOLDINGS | 6/20/2024 | 000108514624002702 |
| Q4 2020 | 901 | 7,512,245 | IEFA, IEMG, VOO, IVV | 13F-HR | 2/12/2021 | 000108514621000690 |
| Q3 2020 | 9 | 106,126 | VOO, AGG, IJH, IWM | NEW HOLDINGS | 6/20/2024 | 000108514624002701 |
| Q3 2020 | 919 | 7,201,253 | IEFA, IEMG, IVV, VOO | 13F-HR | 11/13/2020 | 000162964920000006 |
| Q2 2020 | 924 | 7,205,476 | IEFA, IEMG, IVV, VOO | 13F-HR | 8/14/2020 | 000162964920000004 |
| Q1 2020 | 919 | 6,585,510 | IEMG, IEFA, VOO, IVV | 13F-HR | 5/8/2020 | 000162964920000002 |
| Q4 2019 | 916 | 5,560,868 | IEFA, IEMG, IVV, EFA | 13F-HR | 2/7/2020 | 000007307620000005 |
| Q3 2019 | 921 | 4,567,103 | IVV, IEMG, EEM, IJR | 13F-HR | 11/6/2019 | 000162964919000012 |
| Q2 2019 | 914 | 4,265,613 | IVV, IEMG, EEM, IJR | 13F-HR | 8/12/2019 | 000116771119000005 |
| Q1 2019 | 908 | 5,503,336 | IJR, IVV, MSFT, SPG | 13F-HR | 5/10/2019 | 000108514619001432 |
| Q4 2018 | 915 | 5,985,031 | IVV, IEMG, SPY, IJR | 13F-HR | 2/13/2019 | 000007307619000016 |
| Q3 2018 | 910 | 6,564,083 | IEMG, IVV, AAPL, MSFT | 13F-HR | 11/13/2018 | 000007307618000005 |
| Q2 2018 | 914 | 6,713,646 | IVV, AMLP, IJR, AAPL | 13F-HR | 8/14/2018 | 000116771118000029 |
| Q1 2018 | 913 | 6,026,766 | IVV, EEM, IJR, AAPL | 13F-HR | 5/14/2018 | 000116771118000019 |
| Q4 2017 | 885 | 6,055,992 | IVV, AAPL, MSFT, SPG | 13F-HR | 2/13/2018 | 000116771118000009 |
| Q3 2017 | 893 | 6,091,825 | IVV, SPY, EEM, AAPL | 13F-HR | 11/13/2017 | 000116771117000011 |
| Q2 2017 | 897 | 5,925,337 | IVV, SPY, AAPL, EEM | RESTATEMENT | 8/14/2017 | 000114180217000059 |
| Q1 2017 | 901 | 5,643,521 | IVV, SPY, AAPL, TWNK | 13F-HR | 5/9/2017 | 000114180217000042 |
| Q4 2016 | 899 | 5,071,122 | IVV, SPY, EEM, TWNK | 13F-HR | 2/14/2017 | 000007307617000009 |
| Q3 2016 | 900 | 4,750,326 | IVV, SPY, HYG, AAPL | 13F-HR | 11/14/2016 | 000007307616000075 |
| Q2 2016 | 909 | 4,695,948 | SPY, IVV, HYG, PEP | 13F-HR | 8/30/2016 | 000007307616000055 |
| Q1 2016 | 907 | 4,634,716 | SPY, VWO, EFA, EEM | 13F-HR | 5/16/2016 | 000007307616000030 |
| Q4 2015 | 833 | 4,736,578 | SPY, EFA, VWO, EEM | 13F-HR | 2/16/2016 | 000162964916000010 |
| Q3 2015 | 840 | 4,730,678 | SPY, EFA, VWO, EEM | 13F-HR | 11/16/2015 | 000162964915000008 |
| Q2 2015 | 862 | 4,978,845 | SPY, VWO, EFA, ETP | 13F-HR | 8/14/2015 | 000162964915000006 |
| Q1 2015 | 879 | 4,910,965 | SPY, VWO, EEM, EFA | 13F-HR | 5/15/2015 | 000162964915000004 |