| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 124 | 635,531 | VTI, BSV, ICSH, IUSB | 13F-HR | 1/30/2024 | 000090572924000025 |
| Q3 2023 | 115 | 530,193 | VTI, BSV, ICSH, IUSB | 13F-HR | 11/2/2023 | 000090572923000154 |
| Q2 2023 | 125 | 498,266 | VTI, BSV, BIV, AVDE | 13F-HR | 8/9/2023 | 000090572923000120 |
| Q1 2023 | 131 | 449,407 | VTI, BSV, BIV, AVDE | 13F-HR | 5/2/2023 | 000090572923000074 |
| Q4 2022 | 130 | 436,279 | VTI, BSV, BIV, SPY | 13F-HR | 1/24/2023 | 000090572923000026 |
| Q3 2022 | 132 | 371,585 | VTI, BSV, BIV, SPY | 13F-HR | 11/7/2022 | 000090572922000215 |
| Q2 2022 | 16 | 7,743 | BRK-A, FRME, NVO, TSLA | NEW HOLDINGS | 11/7/2022 | 000090572922000214 |
| Q2 2022 | 112 | 351,146 | VTI, BSV, BIV, SPY | 13F-HR | 8/9/2022 | 000090572922000175 |
| Q1 2022 | 134 | 417,149 | VTI, BSV, BIV, SPY | 13F-HR | 5/12/2022 | 000090572922000125 |
| Q4 2021 | 135 | 415,774 | VTI, BSV, BIV, SPY | 13F-HR | 1/31/2022 | 000090572922000023 |
| Q3 2021 | 117 | 361,533 | VTI, BSV, BIV, IWV | 13F-HR | 11/15/2021 | 000090572921000218 |
| Q2 2021 | 106 | 265,372 | VTI, ALTR, IWV, SPY | 13F-HR | 8/3/2021 | 000090572921000165 |
| Q1 2021 | 98 | 303,989 | VTI, BSV, BIV, IWV | 13F-HR | 5/4/2021 | 000090572921000107 |
| Q4 2020 | 93 | 279,600 | VTI, BSV, BIV, IWV | 13F-HR | 2/9/2021 | 000090572921000026 |
| Q3 2020 | 73 | 231,286 | VTI, BSV, BIV, SPY | 13F-HR | 10/28/2020 | 000090572920000222 |
| Q2 2020 | 60 | 209,047 | VTI, BSV, BIV, IWV | 13F-HR | 8/4/2020 | 000090572920000183 |
| Q1 2020 | 53 | 180,321 | VTI, BSV, BIV, IWV | 13F-HR | 5/12/2020 | 000090572920000109 |
| Q4 2019 | 65 | 211,148 | VTI, BSV, BIV, IWV | 13F-HR | 2/4/2020 | 000090572920000029 |
| Q3 2019 | 58 | 197,653 | VTI, BSV, BIV, IWV | 13F-HR | 11/12/2019 | 000090572919000215 |
| Q2 2019 | 52 | 181,977 | VTI, BSV, BIV, IWV | 13F-HR | 8/13/2019 | 000090572919000166 |
| Q1 2019 | 55 | 179,905 | VTI, BSV, BIV, IWV | 13F-HR | 5/14/2019 | 000090572919000123 |
| Q4 2018 | 47 | 161,324 | VTI, BSV, BIV, IWV | 13F-HR | 2/12/2019 | 000090572919000034 |
| Q3 2018 | 49 | 180,890 | VTI, BSV, BIV, IWV | 13F-HR | 10/10/2018 | 000090572918000153 |
| Q2 2018 | 48 | 175,364 | VTI, BSV, BIV, IWV | 13F-HR | 7/31/2018 | 000090572918000137 |
| Q1 2018 | 48 | 173,938 | VTI, BSV, BIV, IWV | 13F-HR | 4/17/2018 | 000090572918000082 |
| Q4 2017 | 55 | 183,060 | VTI, BSV, BIV, IWV | 13F-HR | 1/10/2018 | 000090572918000007 |
| Q3 2017 | 52 | 176,260 | VTI, BSV, BIV, IWV | 13F-HR | 10/24/2017 | 000090572917000281 |
| Q2 2017 | 49 | 168,410 | VTI, BSV, BIV, IWV | 13F-HR | 8/10/2017 | 000090572917000246 |
| Q1 2017 | 50 | 165,468 | VTI, BSV, BIV, IWV | 13F-HR | 5/8/2017 | 000090572917000188 |
| Q4 2016 | 46 | 162,099 | VTI, BSV, BIV, SPY | 13F-HR | 2/13/2017 | 000090572917000068 |
| Q3 2016 | 47 | 159,976 | VTI, BIV, BSV, SPY | 13F-HR | 11/8/2016 | 000090572916000744 |
| Q2 2016 | 52 | 160,432 | VTI, BIV, BSV, SPY | 13F-HR | 8/4/2016 | 000090572916000640 |
| Q1 2016 | 51 | 158,915 | VTI, BIV, BSV, SPY | 13F-HR | 5/10/2016 | 000090572916000545 |
| Q4 2015 | 52 | 156,639 | VTI, BIV, BSV, SPY | 13F-HR | 2/16/2016 | 000090572916000423 |
| Q3 2015 | 52 | 150,795 | VTI, BIV, BSV, SPY | 13F-HR | 11/9/2015 | 000090572915000315 |
| Q2 2015 | 52 | 158,696 | VTI, BIV, BSV, SPY | 13F-HR | 8/13/2015 | 000090572915000256 |
| Q1 2015 | 54 | 158,042 | VTI, BIV, SPY, BSV | 13F-HR | 5/8/2015 | 000090572915000185 |
| Q4 2014 | 77 | 168,492 | VTI, BIV, BSV, SPY | 13F-HR | 2/20/2015 | 000090572915000055 |