| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 156 | 634,266 | VTI, GNR, ITOT, GOOGL | 13F-HR | 10/9/2024 | 000163937524000006 |
| Q2 2024 | 155 | 594,343 | VTI, GNR, ITOT, GOOGL | 13F-HR | 7/12/2024 | 000176813024000007 |
| Q1 2024 | 156 | 581,696 | VTI, GNR, ITOT, GOOGL | 13F-HR | 4/16/2024 | 000163937524000003 |
| Q4 2023 | 147 | 530,498 | VTI, GNR, ITOT, GOOGL | 13F-HR | 1/17/2024 | 000163937524000001 |
| Q3 2023 | 152 | 466,015 | VTI, GNR, ITOT, GOOGL | 13F-HR | 10/10/2023 | 000163937523000008 |
| Q2 2023 | 150 | 457,741 | VTI, GNR, ITOT, AMZN | 13F-HR | 7/20/2023 | 000163937523000006 |
| Q1 2023 | 101 | 326,521 | VTI, GNR, MSFT, GOOGL | 13F-HR | 4/27/2023 | 000163937523000005 |
| Q4 2022 | 102 | 281,237 | VTI, GNR, GOOGL, MSFT | 13F-HR | 2/1/2023 | 000163937523000002 |
| Q3 2022 | 97 | 240,347 | VTI, GNR, VOO, GOOGL | 13F-HR | 10/27/2022 | 000163937522000006 |
| Q2 2022 | 87 | 104,303 | VOO, MSFT, GOOGL, SCHW | 13F-HR | 8/9/2022 | 000163937522000005 |
| Q1 2022 | 78 | 216,868 | VTI, VOO, GNR, MSFT | 13F-HR | 5/6/2022 | 000163937522000004 |
| Q4 2021 | 81 | 225,197 | VTI, VOO, MSFT, GOOGL | 13F-HR | 2/14/2022 | 000163937522000003 |