| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 259 | 361,069 | VCSH, IGSB, AAPL, NVDA | 13F-HR | 1/29/2024 | 000158064224000585 |
| Q3 2023 | 256 | 328,326 | VCSH, IGSB, AAPL, NVDA | 13F-HR | 10/27/2023 | 000158064223005759 |
| Q2 2023 | 257 | 333,518 | VCSH, IGSB, AAPL, NVDA | 13F-HR | 7/28/2023 | 000158064223003829 |
| Q1 2023 | 266 | 342,552 | IGSB, VCSH, IWM, AAPL | 13F-HR | 4/28/2023 | 000158064223002305 |
| Q4 2022 | 267 | 322,142 | IGSB, VCSH, VUSB, IWM | 13F-HR | 1/20/2023 | 000158064223000299 |
| Q3 2022 | 293 | 319,272 | VCSH, IGSB, VUSB, IWM | 13F-HR | 11/21/2022 | 000158064222005854 |
| Q2 2022 | 271 | 335,225 | VCSH, IGSB, IWM, VUSB | 13F-HR | 8/1/2022 | 000158064222003771 |
| Q1 2022 | 276 | 389,297 | VCSH, IGSB, IWM, AMZN | 13F-HR | 5/3/2022 | 000158064222002449 |
| Q4 2021 | 279 | 408,860 | VCSH, IGSB, IWM, AAPL | 13F-HR | 1/31/2022 | 000158064222000550 |
| Q3 2021 | 271 | 389,877 | VCSH, IWM, AMZN, GOOGL | 13F-HR | 10/28/2021 | 000158064221005047 |
| Q2 2021 | 265 | 390,072 | VCSH, IWM, AMZN, VEA | 13F-HR | 7/28/2021 | 000158064221003295 |
| Q1 2021 | 266 | 363,246 | VCSH, IWM, AMZN, VEA | 13F-HR | 5/3/2021 | 000158064221002081 |
| Q4 2020 | 266 | 344,694 | VCSH, FOUR, IWM, AMZN | 13F-HR | 1/28/2021 | 000158064221000345 |
| Q3 2020 | 260 | 284,020 | VCSH, AMZN, IWM, PYPL | 13F-HR | 10/30/2020 | 000158064220003938 |
| Q2 2020 | 261 | 259,876 | VCSH, AMZN, IWM, PYPL | 13F-HR | 7/28/2020 | 000158064220002744 |
| Q1 2020 | 264 | 218,326 | VCSH, IWM, AMZN, VEA | 13F-HR | 5/1/2020 | 000158064220001867 |
| Q4 2019 | 265 | 280,744 | VCSH, VB, EFA, JPM | 13F-HR | 1/31/2020 | 000158064220000451 |
| Q3 2019 | 346 | 255,556 | VCSH, EFA, IWM, VB | 13F-HR | 10/29/2019 | 000158064219004862 |
| Q2 2019 | 367 | 259,872 | VCSH, EFA, IWM, VB | 13F-HR | 7/29/2019 | 000158064219003424 |
| Q1 2019 | 357 | 241,368 | VCSH, EFA, IWM, VB | 13F-HR | 4/30/2019 | 000158064219002198 |
| Q4 2018 | 360 | 199,992 | VCSH, EFA, VB, AMZN | 13F-HR | 2/15/2019 | 000158064219000847 |
| Q3 2018 | 363 | 226,675 | VCSH, IWM, AMZN, IGSB | 13F-HR | 10/31/2018 | 000158064218005165 |
| Q2 2018 | 349 | 214,680 | IWM, VEA, VCSH, IGSB | 13F-HR | 7/31/2018 | 000158064218003613 |
| Q1 2018 | 353 | 214,129 | VCSH, VEA, IWM, EFA | 13F-HR | 5/4/2018 | 000158064218002451 |
| Q4 2017 | 141 | 208,304 | VCSH, VEA, IWM, EFA | 13F-HR | 2/2/2018 | 000158064218000607 |
| Q3 2017 | 155 | 189,246 | VCSH, VEA, EFA, IWM | 13F-HR | 11/1/2017 | 000158064217005807 |
| Q2 2017 | 152 | 182,502 | EFA, VCSH, IWM, VEA | 13F-HR | 7/25/2017 | 000158064217003986 |
| Q1 2017 | 150 | 176,724 | EFA, IWM, VEA, VCSH | 13F-HR | 4/28/2017 | 000158064217002623 |
| Q4 2016 | 152 | 166,821 | EFA, IWM, VEA, VB | 13F-HR | 2/3/2017 | 000158064217000660 |
| Q3 2016 | 144 | 165,781 | EFA, VEA, IWM, VCSH | 13F-HR | 10/26/2016 | 000158064216011659 |
| Q2 2016 | 146 | 160,796 | EFA, VEA, IWM, VB | 13F-HR | 7/27/2016 | 000158064216009870 |
| Q1 2016 | 84 | 115,352 | VEA, VB, VWO, CTSH | 13F-HR | 5/3/2016 | 000158064216008501 |
| Q4 2015 | 150 | 157,765 | VEA, IWM, VWO, VB | 13F-HR | 2/1/2016 | 000158064216006570 |
| Q3 2015 | 417 | 157,429 | VEA, IEMG, IWM, EFA | 13F-HR | 10/27/2015 | 000158064215004819 |
| Q2 2015 | 459 | 174,199 | VEA, IWM, VWO, VB | 13F-HR | 7/31/2015 | 000158064215003228 |
| Q1 2015 | 170 | 168,411 | VEA, IWM, VWO, RWR | RESTATEMENT | 4/30/2015 | 000158064215001917 |
| Q4 2014 | 135 | 154,138 | IWM, EFA, VWO, VB | 13F-HR | 1/28/2015 | 000158064215000389 |