| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 446 | 842,101 | SHV, AGG, VTV, VUG | 13F-HR | 4/8/2025 | 000163255425000005 |
| Q4 2024 | 413 | 872,698 | AGG, VUG, VTV, BND | 13F-HR | 1/14/2025 | 000163255425000003 |
| Q3 2024 | 394 | 831,570 | AGG, VUG, VTV, BND | 13F-HR | 10/3/2024 | 000163255424000010 |
| Q2 2024 | 339 | 774,485 | AGG, VUG, VTV, BND | 13F-HR | 7/15/2024 | 000163255424000007 |
| Q1 2024 | 337 | 761,117 | AGG, VUG, VTV, BND | 13F-HR | 4/11/2024 | 000163255424000005 |
| Q4 2023 | 304 | 777,152 | AGG, VUG, VTV, VOT | 13F-HR | 1/10/2024 | 000163255424000002 |
| Q3 2023 | 316 | 620,119 | AGG, VUG, VTV, VOT | 13F-HR | 12/4/2023 | 000163255423000010 |
| Q2 2023 | 322 | 670,098 | SHV, VUG, VTV, AGG | 13F-HR | 7/10/2023 | 000163255423000008 |
| Q1 2023 | 312 | 659,511 | SHV, VUG, VTV, AGG | 13F-HR | 4/7/2023 | 000163255423000006 |
| Q4 2022 | 313 | 617,087 | SHV, VTV, VUG, GSY | 13F-HR | 1/9/2023 | 000163255423000002 |
| Q3 2022 | 329 | 457,108 | VEA, VUG, VTV, VOT | 13F-HR | 10/11/2022 | 000163255422000010 |
| Q2 2022 | 330 | 463,784 | VTV, VEA, VUG, VOT | 13F-HR | 7/6/2022 | 000163255422000008 |
| Q1 2022 | 340 | 512,411 | VTV, VEA, VUG, VOE | 13F-HR | 4/8/2022 | 000163255422000006 |
| Q4 2021 | 317 | 428,630 | VTV, VEA, VUG, VOE | 13F-HR | 1/14/2022 | 000163255422000003 |
| Q3 2021 | 309 | 390,154 | VTV, VEA, VUG, VOE | 13F-HR | 10/20/2021 | 000163255421000010 |
| Q2 2021 | 305 | 142,561 | XLK, IWB, IVV, XLY | 13F-HR | 7/14/2021 | 000163255421000008 |
| Q1 2021 | 336 | 138,725 | XLK, IWB, IVV, XLY | 13F-HR | 4/8/2021 | 000163255421000005 |
| Q4 2020 | 288 | 126,552 | XLK, XLY, IVV, AMZN | 13F-HR | 1/12/2021 | 000163255421000003 |
| Q3 2020 | 321 | 118,902 | XLK, AMZN, IVV, XLF | 13F-HR | 10/6/2020 | 000163255420000008 |
| Q2 2020 | 304 | 105,194 | XLK, AMZN, IVV, XLF | 13F-HR | 7/17/2020 | 000163255420000006 |
| Q1 2020 | 295 | 90,706 | XLK, XLP, XLV, AMZN | 13F-HR | 4/7/2020 | 000163255420000004 |
| Q4 2019 | 289 | 113,744 | XLK, XLF, IVV, XLV | 13F-HR | 1/7/2020 | 000163255420000002 |
| Q3 2019 | 321 | 105,896 | XLF, XLK, AMZN, IVV | 13F-HR | 10/9/2019 | 000163255419000008 |
| Q2 2019 | 300 | 108,618 | XLF, AMZN, IVV, BRK-B | 13F-HR | 7/8/2019 | 000163255419000006 |
| Q1 2019 | 333 | 171,507 | XLF, AMT, AAPL, AMZN | 13F-HR | 4/8/2019 | 000163255419000004 |
| Q4 2018 | 320 | 179,717 | IYG, XLF, AMZN, AMT | 13F-HR | 1/22/2019 | 000163255419000002 |
| Q3 2018 | 337 | 221,575 | AMZN, AAPL, MU, EMN | 13F-HR | 10/9/2018 | 000163255418000010 |
| Q2 2018 | 356 | 218,606 | AMZN, MU, AAPL, AMT | 13F-HR | 7/10/2018 | 000163255418000008 |
| Q1 2018 | 349 | 270,827 | AGG, MUB, TWX, AMZN | 13F-HR | 4/9/2018 | 000163255418000006 |
| Q4 2017 | 372 | 242,088 | BND, TWX, WDC, AMZN | RESTATEMENT | 3/9/2018 | 000163255418000004 |
| Q3 2017 | 310 | 181,736 | WDC, JPM, AMZN, BRK-B | 13F-HR | 10/12/2017 | 000163255417000008 |
| Q2 2017 | 325 | 216,283 | JPM, WFC, BRK-B, MRK | 13F-HR | 7/7/2017 | 000163255417000006 |
| Q1 2017 | 344 | 220,049 | JPM, WFC, BRK-B, T | 13F-HR | 4/6/2017 | 000163255417000004 |
| Q4 2016 | 369 | 196,750 | JPM, WFC, TWX, QCOM | 13F-HR | 1/12/2017 | 000163255417000002 |
| Q3 2016 | 393 | 228,006 | JPM, QCOM, CSCO, T | 13F-HR | 10/19/2016 | 000163255416000018 |
| Q2 2016 | 352 | 261,765 | IWV, IJH, VEA, JNJ | 13F-HR | 7/8/2016 | 000163255416000016 |
| Q1 2016 | 346 | 218,601 | VEA, AAPL, JPM, JNJ | 13F-HR | 4/8/2016 | 000163255416000014 |
| Q4 2015 | 342 | 215,998 | VEA, HYG, JPM, AAPL | 13F-HR | 1/26/2016 | 000163255416000012 |
| Q3 2015 | 368 | 176,220 | VEA, IFGL, AAPL, JPM | 13F-HR | 10/13/2015 | 000163255415000010 |
| Q2 2015 | 357 | 160,054 | IFGL, AAPL, JPM, XOM | 13F-HR | 7/10/2015 | 000163255415000008 |
| Q1 2015 | 291 | 158,251 | IFGL, AAPL, VEA, XLF | 13F-HR | 5/7/2015 | 000163255415000005 |