| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 756 | 9,829,074 | IVV, VOO, VEA, IJH | 13F-HR | 11/13/2024 | 000164624724000004 |
| Q2 2024 | 663 | 7,808,867 | IVV, VOO, VEA, IJH | 13F-HR | 8/8/2024 | 000164624724000003 |
| Q1 2024 | 641 | 7,497,650 | IVV, VOO, VEA, IJH | 13F-HR | 5/6/2024 | 000164624724000002 |
| Q4 2023 | 644 | 7,039,581 | IVV, VOO, VEA, SCHD | 13F-HR | 2/6/2024 | 000164624724000001 |
| Q3 2023 | 594 | 6,055,651 | IVV, VOO, SCHD, VEA | 13F-HR | 11/6/2023 | 000164624723000004 |
| Q2 2023 | 559 | 6,118,555 | IVV, VOO, SCHD, VEA | 13F-HR | 7/31/2023 | 000164624723000003 |
| Q1 2023 | 533 | 5,826,512 | IVV, SCHD, VOO, VEA | 13F-HR | 5/9/2023 | 000164624723000002 |
| Q4 2022 | 581 | 5,495,363 | IVV, SCHD, VOO, VEA | 13F-HR | 2/13/2023 | 000164624723000001 |
| Q3 2022 | 510 | 4,784,540 | IVV, SCHD, VOO, IJH | 13F-HR | 11/14/2022 | 000164624722000004 |
| Q2 2022 | 497 | 4,783,363 | IVV, SCHD, VOO, IJH | 13F-HR | 8/8/2022 | 000164624722000003 |
| Q1 2022 | 428 | 4,445,684 | IVV, SCHD, VOO, VEA | 13F-HR | 5/9/2022 | 000164624722000002 |
| Q4 2021 | 534 | 4,519,885 | IVV, VOO, SCHD, VEA | 13F-HR | 2/14/2022 | 000164624722000001 |
| Q3 2021 | 579 | 4,819,024 | IVV, VOO, SCHD, IJH | 13F-HR | 11/15/2021 | 000164624721000006 |
| Q2 2021 | 366 | 3,803,982 | IVV, VOO, SCHD, VEA | 13F-HR | 8/13/2021 | 000164624721000005 |
| Q1 2021 | 703 | 4,213,652 | IVV, VOO, SCHD, VEA | 13F-HR | 5/17/2021 | 000164624721000003 |
| Q4 2020 | 580 | 3,360,017 | VOO, IVV, VEA, SCHD | 13F-HR | 2/16/2021 | 000164624721000002 |
| Q3 2020 | 329 | 1,681,960 | VOO, IVV, GOVT, VEA | 13F-HR | 11/16/2020 | 000164624720000007 |
| Q2 2020 | 282 | 1,435,810 | VOO, GOVT, IVV, VEA | 13F-HR | 8/14/2020 | 000164624720000006 |
| Q1 2020 | 558 | 2,385,617 | VOO, IVV, VEA, GOVT | 13F-HR | 5/12/2020 | 000164624720000005 |
| Q4 2019 | 215 | 1,373,241 | VEA, VOO, GOVT, IVV | 13F-HR | 2/14/2020 | 000164624720000002 |
| Q3 2019 | 167 | 1,221,162 | VEA, GOVT, VOO, IVV | 13F-HR | 11/12/2019 | 000164624719000006 |
| Q2 2019 | 96 | 1,148,326 | VEA, VOO, GOVT, IVV | 13F-HR | 8/13/2019 | 000164624719000005 |
| Q1 2019 | 44 | 1,078,390 | VEA, VOO, GOVT, IVV | 13F-HR | 5/8/2019 | 000164624719000003 |
| Q4 2018 | 948 | 1,037,671 | VEA, VOO, GOVT, IVV | 13F-HR | 2/14/2019 | 000164624719000002 |