| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 390 | 792,808 | AAPL, IVV, IEFA, MSFT | 13F-HR | 11/14/2024 | 000137647424000675 |
| Q2 2024 | 406 | 759,770 | AAPL, IVV, IEFA, MSFT | 13F-HR | 8/14/2024 | 000137647424000436 |
| Q1 2024 | 412 | 761,959 | AAPL, IVV, IEFA, MSFT | 13F-HR | 5/15/2024 | 000090901224000059 |
| Q4 2023 | 419 | 766,271 | AAPL, IVV, IEFA, MSFT | 13F-HR | 2/2/2024 | 000090901224000010 |
| Q3 2023 | 419 | 713,739 | AAPL, IVV, IEFA, MSFT | RESTATEMENT | 11/14/2023 | 000090901223000110 |
| Q2 2023 | 435 | 757,365 | AAPL, IVV, IEFA, MSFT | 13F-HR | 8/1/2023 | 000090901223000079 |
| Q1 2023 | 463 | 739,874 | AAPL, IVV, IEFA, MSFT | 13F-HR | 4/20/2023 | 000090901223000046 |
| Q4 2022 | 474 | 718,025 | AAPL, IVV, IEFA, IBM | 13F-HR | 1/31/2023 | 000090901223000012 |
| Q3 2022 | 700 | 655,207 | AAPL, IVV, IEFA, ACWI | 13F-HR | 10/28/2022 | 000090901222000121 |
| Q2 2022 | 421 | 698,528 | AAPL, IVV, IEFA, ACWI | 13F-HR | 7/26/2022 | 000090901222000081 |
| Q1 2022 | 438 | 810,280 | AAPL, IVV, IEFA, ACWI | 13F-HR | 5/5/2022 | 000090901222000063 |
| Q4 2021 | 449 | 867,329 | AAPL, IVV, IEFA, ACWI | 13F-HR | 1/27/2022 | 000090901222000015 |
| Q3 2021 | 477 | 820,593 | AAPL, IVV, IEFA, ACWI | 13F-HR | 10/28/2021 | 000090901221000133 |
| Q2 2021 | 478 | 846,782 | AAPL, IVV, IEFA, MSFT | 13F-HR | 8/3/2021 | 000090901221000103 |
| Q1 2021 | 471 | 800,498 | AAPL, IVV, IEFA, MSFT | 13F-HR | 5/4/2021 | 000090901221000071 |
| Q4 2020 | 481 | 735,746 | AAPL, IVV, IEFA, USMV | 13F-HR | 1/28/2021 | 000090901221000012 |
| Q3 2020 | 460 | 661,723 | AAPL, IVV, IEFA, USMV | 13F-HR | 11/3/2020 | 000090901220000142 |
| Q2 2020 | 471 | 595,449 | IVV, AAPL, IEFA, USMV | 13F-HR | 7/30/2020 | 000090901220000107 |
| Q1 2020 | 421 | 463,084 | AAPL, IVV, USMV, IEFA | 13F-HR | 4/30/2020 | 000090901220000067 |
| Q4 2019 | 425 | 568,294 | AAPL, IVV, IEFA, USMV | 13F-HR | 2/5/2020 | 000090901220000020 |
| Q3 2019 | 437 | 526,671 | IVV, AAPL, USMV, IEFA | 13F-HR | 10/24/2019 | 000090901219000119 |
| Q2 2019 | 447 | 519,920 | IVV, AAPL, IEFA, USMV | 13F-HR | 7/26/2019 | 000090901219000093 |
| Q1 2019 | 470 | 495,013 | IVV, IEFA, AAPL, USMV | 13F-HR | 5/2/2019 | 000090901219000063 |
| Q4 2018 | 486 | 449,866 | IVV, IEFA, USMV, AAPL | 13F-HR | 1/30/2019 | 000090901219000012 |
| Q3 2018 | 530 | 509,171 | IVV, AAPL, IEFA, IBM | 13F-HR | 11/5/2018 | 000090901218000129 |
| Q2 2018 | 539 | 535,488 | IVV, IEFA, AAPL, IBM | 13F-HR | 7/12/2018 | 000090901218000086 |
| Q1 2018 | 585 | 533,045 | IVV, IEFA, IBM, AAPL | 13F-HR | 5/3/2018 | 000090901218000065 |
| Q4 2017 | 702 | 934,945 | IVV, IEFA, VBTLX, DBLTX | 13F-HR | 2/6/2018 | 000090901218000017 |
| Q3 2017 | 572 | 907,123 | IVV, VBTLX, DBLTX, IEFA | 13F-HR | 10/30/2017 | 000090901217000172 |
| Q2 2017 | 566 | 925,404 | IVV, VBTLX, IEFA, IBM | 13F-HR | 8/3/2017 | 000090901217000131 |
| Q1 2017 | 447 | 475,424 | IVV, IBM, IEFA, IJR | 13F-HR | 5/2/2017 | 000090901217000092 |
| Q4 2016 | 470 | 456,054 | IVV, IBM, IEFA, IJR | 13F-HR | 1/30/2017 | 000090901217000011 |
| Q3 2016 | 469 | 438,286 | IVV, IBM, IEFA, AAPL | 13F-HR | 10/13/2016 | 000090901216000585 |
| Q2 2016 | 456 | 423,956 | IVV, IBM, IEFA, USMV | 13F-HR | 7/14/2016 | 000090901216000542 |
| Q1 2016 | 455 | 414,217 | IVV, IBM, IEFA, USMV | 13F-HR | 4/20/2016 | 000090901216000485 |
| Q4 2015 | 465 | 413,480 | IVV, IBM, IEFA, USMV | 13F-HR | 2/3/2016 | 000090901216000381 |
| Q3 2015 | 381 | 386,693 | IVV, IBM, IEFA, AAPL | 13F-HR | 10/21/2015 | 000090901215000307 |
| Q2 2015 | 373 | 421,968 | IVV, IBM, IEFA, AAPL | 13F-HR | 7/27/2015 | 000090901215000245 |
| Q1 2015 | 365 | 429,289 | IVV, IBM, IEFA, AAPL | 13F-HR | 4/27/2015 | 000090901215000186 |
| Q4 2014 | 376 | 441,129 | IVV, CBU, IBM, IEFA | 13F-HR | 2/6/2015 | 000090901215000061 |