| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 170 | 457,711 | VOO, BND, VEA, IJH | 13F-HR | 10/23/2024 | 000121465924017836 |
| Q2 2024 | 167 | 430,368 | VOO, BND, VEA, IJH | 13F-HR | 7/11/2024 | 000121465924012268 |
| Q1 2024 | 167 | 424,076 | VOO, BND, VEA, IJH | 13F-HR | 4/16/2024 | 000121465924006890 |
| Q4 2023 | 165 | 398,004 | VOO, BND, VEA, IJH | 13F-HR | 1/16/2024 | 000121465924000799 |
| Q3 2023 | 164 | 372,433 | VOO, BND, VEA, IJH | 13F-HR | 10/18/2023 | 000121465923013584 |
| Q2 2023 | 166 | 390,832 | VOO, BND, VEA, IJH | 13F-HR | 7/13/2023 | 000121465923009545 |
| Q1 2023 | 181 | 390,663 | VOO, BND, VEA, IJH | 13F-HR | 4/13/2023 | 000121465923005328 |
| Q4 2022 | 181 | 372,557 | VOO, BND, VEA, IJH | 13F-HR | 1/23/2023 | 000121465923000983 |
| Q3 2022 | 174 | 348,978 | VOO, BND, VEA, IJH | 13F-HR | 10/17/2022 | 000121465922012335 |
| Q2 2022 | 177 | 365,914 | VOO, BND, VEA, IJH | 13F-HR | 7/18/2022 | 000121465922008909 |
| Q1 2022 | 179 | 419,627 | VOO, BND, VEA, IJH | 13F-HR | 5/5/2022 | 000121465922006331 |
| Q4 2021 | 184 | 442,680 | VOO, BND, VEA, IJH | 13F-HR | 1/14/2022 | 000121465922000699 |
| Q3 2021 | 178 | 410,474 | VOO, BND, VEA, IJH | 13F-HR | 10/19/2021 | 000121465921010609 |
| Q2 2021 | 172 | 413,528 | VOO, BND, VEA, IJH | 13F-HR | 7/21/2021 | 000121465921007688 |
| Q1 2021 | 164 | 391,318 | VOO, BND, VEA, IJH | 13F-HR | 4/22/2021 | 000121465921004390 |
| Q4 2020 | 159 | 371,481 | VOO, BND, VEA, IJH | 13F-HR | 1/25/2021 | 000121465921000747 |
| Q3 2020 | 149 | 339,510 | VOO, BND, VEA, BNDX | 13F-HR | 10/15/2020 | 000121465920008626 |
| Q2 2020 | 142 | 319,341 | VOO, BND, VEA, BNDX | 13F-HR | 7/17/2020 | 000121465920006385 |
| Q1 2020 | 137 | 274,485 | VOO, BND, VEA, BNDX | 13F-HR | 4/21/2020 | 000121465920003592 |
| Q4 2019 | 147 | 327,795 | VOO, BND, VEA, IJH | 13F-HR | 1/28/2020 | 000121465920000621 |
| Q3 2019 | 140 | 303,180 | VOO, BND, VEA, BNDX | 13F-HR | 10/25/2019 | 000121465919006610 |
| Q2 2019 | 137 | 302,955 | VOO, BND, VEA, IJH | 13F-HR | 7/26/2019 | 000121465919004769 |
| Q1 2019 | 136 | 293,659 | VOO, BND, VEA, IJH | 13F-HR | 4/16/2019 | 000121465919002753 |
| Q4 2018 | 134 | 268,767 | VOO, BND, VEA, IJH | 13F-HR | 1/29/2019 | 000121465919000574 |
| Q3 2018 | 142 | 296,147 | VOO, BND, VEA, IJH | 13F-HR | 10/24/2018 | 000121465918006638 |
| Q2 2018 | 144 | 282,877 | VOO, BND, VEA, IJH | 13F-HR | 7/30/2018 | 000121465918005031 |
| Q1 2018 | 148 | 278,918 | VOO, BND, VEA, IJH | 13F-HR | 4/18/2018 | 000121465918002895 |
| Q4 2017 | 142 | 277,096 | VOO, BND, VEA, IJH | 13F-HR | 1/26/2018 | 000121465918000670 |
| Q3 2017 | 138 | 260,067 | VOO, BND, VEA, IJH | 13F-HR | 10/27/2017 | 000121465917006202 |
| Q2 2017 | 134 | 247,406 | VOO, BND, VEA, IJH | 13F-HR | 7/25/2017 | 000121465917004540 |
| Q1 2017 | 131 | 242,457 | VOO, BND, VEA, IJH | 13F-HR | 4/20/2017 | 000121465917002642 |
| Q4 2016 | 131 | 226,291 | VOO, BND, VEA, IJH | 13F-HR | 1/24/2017 | 000121465917000417 |
| Q3 2016 | 132 | 225,996 | VOO, BND, VEA, IJH | 13F-HR | 10/21/2016 | 000121465916014167 |
| Q2 2016 | 130 | 218,847 | VOO, BND, VEA, IJH | 13F-HR | 7/26/2016 | 000121465916012783 |
| Q1 2016 | 130 | 215,478 | VOO, BND, VEA, IJH | 13F-HR | 4/25/2016 | 000121465916010959 |
| Q4 2015 | 126 | 176,422 | VOO, BND, VEA, IJH | 13F-HR | 1/28/2016 | 000121465916009084 |
| Q3 2015 | 129 | 169,303 | VOO, BND, VEA, IJH | 13F-HR | 10/23/2015 | 000121465915007213 |
| Q2 2015 | 123 | 177,470 | VOO, BND, VEA, IJH | 13F-HR | 7/28/2015 | 000121465915005614 |
| Q1 2015 | 121 | 172,218 | VOO, BND, VEA, IWF | 13F-HR | 5/6/2015 | 000121465915003686 |
| Q4 2014 | 122 | 163,505 | VOO, BND, VEA, IJH | 13F-HR | 2/17/2015 | 000121465915001347 |