| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2015 | 75 | 223,009 | VOO, IJH, VO, EFA | 13F-HR | 10/22/2015 | 000117266115001830 |
| Q2 2015 | 38 | 149,645 | VOO, IJH, VO, EFA | 13F-HR | 7/29/2015 | 000117266115001402 |
| Q1 2015 | 37 | 130,295 | VOO, VO, IJH, VB | 13F-HR | 5/12/2015 | 000117266115001034 |
| Q4 2014 | 41 | 120,830 | VOO, VO, IJH, VB | 13F-HR | 2/9/2015 | 000117266115000296 |