| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 172 | 643,691 | IVV, AAPL, IJH, IVE | 13F-HR | 10/20/2026 | 000163036026000007 |
| Q2 2026 | 179 | 638,738 | IVV, AAPL, IJH, IVE | 13F-HR | 7/17/2026 | 000163036026000005 |
| Q1 2026 | 168 | 572,714 | IVV, AAPL, IJH, IVE | 13F-HR | 4/16/2026 | 000163036026000003 |
| Q4 2025 | 166 | 589,604 | IVV, AAPL, IJH, IVE | 13F-HR | 1/15/2026 | 000163036026000001 |
| Q3 2025 | 166 | 564,361 | IVV, AAPL, IJH, IVE | 13F-HR | 10/22/2025 | 000163036025000002 |
| Q2 2025 | 159 | 466,292 | IVV, AAPL, IVE, IJH | 13F-HR | 7/23/2025 | 000108514625004092 |
| Q1 2025 | 160 | 466,306 | IVV, AAPL, IVE, IJH | 13F-HR | 4/15/2025 | 000108514625002106 |
| Q4 2024 | 158 | 476,701 | IVV, AAPL, IVE, IJH | 13F-HR | 1/16/2025 | 000108514625000261 |
| Q3 2024 | 151 | 475,880 | IVV, AAPL, IVE, IJH | 13F-HR | 10/16/2024 | 000108514624004963 |
| Q2 2024 | 148 | 446,018 | IVV, AAPL, IVE, IJH | 13F-HR | 7/19/2024 | 000108514624003105 |
| Q1 2024 | 151 | 434,951 | IVV, AAPL, IVE, IJH | 13F-HR | 4/17/2024 | 000108514624001894 |
| Q4 2023 | 144 | 412,769 | IVV, AAPL, IVE, IJH | 13F-HR | 1/19/2024 | 000108514624000346 |
| Q3 2023 | 140 | 372,236 | IVV, AAPL, IVE, IJH | 13F-HR | 10/24/2023 | 000108514623003911 |
| Q2 2023 | 137 | 380,307 | AAPL, IVV, IVE, IJH | 13F-HR | 7/20/2023 | 000108514623002765 |
| Q1 2023 | 140 | 358,663 | AAPL, IVV, IVE, IJH | 13F-HR | 4/14/2023 | 000108514623001684 |
| Q4 2022 | 137 | 321,022 | IVV, AAPL, IVE, IJH | 13F-HR | 2/14/2023 | 000108514623001287 |
| Q3 2022 | 115 | 301,624 | AAPL, IVV, IVE, IVW | 13F-HR | 10/26/2022 | 000108514622003602 |
| Q2 2022 | 117 | 311,337 | AAPL, IVV, IVE, IVW | 13F-HR | 7/28/2022 | 000108514622002651 |
| Q1 2022 | 123 | 354,292 | AAPL, IVV, IVE, IVW | 13F-HR | 4/19/2022 | 000108514622001456 |
| Q4 2021 | 124 | 365,109 | AAPL, IVV, IVE, EUSA | 13F-HR | 1/27/2022 | 000108514622000362 |
| Q3 2021 | 613 | 341,587 | AAPL, IVV, IVE, EUSA | 13F-HR | 11/2/2021 | 000163036021000005 |
| Q2 2021 | 596 | 333,098 | AAPL, IVV, IVE, EUSA | 13F-HR | 7/29/2021 | 000163036021000004 |
| Q1 2021 | 579 | 306,555 | AAPL, IVV, EUSA, BSCM | 13F-HR | 4/28/2021 | 000163036021000003 |
| Q4 2020 | 507 | 267,221 | BSCL, AAPL, IVV, BSCM | 13F-HR | 1/26/2021 | 000163036021000001 |
| Q3 2020 | 454 | 199,057 | BSCL, IVV, BSCM, BSJL | 13F-HR | 11/3/2020 | 000163036020000005 |
| Q2 2020 | 426 | 185,143 | BSCL, BSCK, BSCM, BSJL | 13F-HR | 7/28/2020 | 000163036020000004 |
| Q1 2020 | 367 | 146,023 | SHY, BSCL, BSCK, BSJL | 13F-HR | 4/27/2020 | 000163036020000003 |
| Q4 2019 | 394 | 218,248 | IVV, BSCL, BSCK, BSJL | 13F-HR | 1/24/2020 | 000163036020000002 |
| Q3 2019 | 403 | 208,412 | IVV, BSCL, BSCK, BSJL | 13F-HR | 10/31/2019 | 000163036019000009 |
| Q2 2019 | 395 | 203,719 | IVV, BSCK, IJH, BSCM | 13F-HR | 7/30/2019 | 000163036019000008 |
| Q1 2019 | 391 | 193,448 | IVV, BSCK, IJH, BSCM | 13F-HR | 4/12/2019 | 000163036019000005 |
| Q4 2018 | 383 | 178,196 | IVV, BSCK, BSCL, BSCM | 13F-HR | 1/17/2019 | 000163036019000001 |
| Q3 2018 | 376 | 188,380 | IVV, BSCK, IJH, EFA | 13F-HR | 10/26/2018 | 000163036018000005 |
| Q2 2018 | 297 | 172,690 | IVV, BSCK, BSCJ, IJH | 13F-HR | 7/27/2018 | 000163036018000004 |
| Q1 2018 | 271 | 92,182 | IVV, EFA, IJH, IJR | 13F-HR | 5/8/2018 | 000163036018000003 |
| Q4 2017 | 274 | 166,022 | IVV, BSCK, BSCJ, EFA | 13F-HR | 1/29/2018 | 000163036018000002 |
| Q3 2017 | 283 | 161,983 | IVV, BSCK, BSCJ, EFA | 13F-HR | 11/3/2017 | 000163036017000005 |
| Q2 2017 | 281 | 155,577 | IVV, BSCK, BSCI, BSCJ | 13F-HR | 8/9/2017 | 000163036017000004 |
| Q1 2017 | 283 | 150,894 | IVV, BSCI, BSCK, BSCJ | 13F-HR | 5/1/2017 | 000163036017000003 |
| Q4 2016 | 285 | 142,530 | IVV, BSCH, BSCI, BSCJ | 13F-HR | 1/26/2017 | 000163036017000001 |
| Q3 2016 | 288 | 139,527 | IVV, BSCH, BSCI, BSCJ | 13F-HR | 11/3/2016 | 000163036016000012 |
| Q2 2016 | 295 | 133,890 | IVV, BSCH, BSCI, BSCJ | 13F-HR | 7/29/2016 | 000163036016000011 |
| Q1 2016 | 301 | 129,213 | IVV, BSCH, EFA, BSCI | 13F-HR | 5/5/2016 | 000163036016000010 |
| Q3 2015 | 398 | 203,349 | BSCI, IVV, BSJJ, SCHX | 13F-HR | 11/9/2015 | 000163036015000008 |
| Q2 2015 | 383 | 210,933 | BSCI, IVV, BSJJ, EFA | 13F-HR | 8/13/2015 | 000163036015000007 |
| Q1 2015 | 378 | 207,809 | BSCI, IVV, BSJJ, EFA | 13F-HR | 5/6/2015 | 000163036015000005 |
| Q4 2014 | 496 | 181,598 | BSCI, IVV, SCHX, EFA | RESTATEMENT | 2/17/2015 | 000163036015000004 |