| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2022 | 126 | 933,419 | IXUS, IVV, VTEB, XLK | 13F-HR | 10/28/2022 | 000160658722002041 |
| Q2 2022 | 128 | 932,784 | IXUS, IVV, XLK, VTEB | 13F-HR | 7/25/2022 | 000160658722001424 |
| Q1 2022 | 120 | 986,545 | IXUS, IVV, XLK, BND | 13F-HR | 4/29/2022 | 000160658722000822 |
| Q4 2021 | 123 | 1,092,099 | IVV, IXUS, XLK, BND | 13F-HR | 1/26/2022 | 000160658722000108 |
| Q3 2021 | 110 | 1,103,483 | IVV, IXUS, XLK, BND | 13F-HR | 10/27/2021 | 000160658721001418 |
| Q2 2021 | 102 | 1,170,093 | IVV, IXUS, XLK, BND | 13F-HR | 7/29/2021 | 000108514621002128 |
| Q1 2021 | 99 | 1,084,661 | IVV, IXUS, XLK, BND | 13F-HR | 4/19/2021 | 000108514621001219 |
| Q4 2020 | 98 | 1,008,590 | IVV, IXUS, XLK, AAPL | 13F-HR | 2/3/2021 | 000108514621000410 |
| Q3 2020 | 87 | 899,715 | IVV, IXUS, XLK, AAPL | 13F-HR | 11/2/2020 | 000108514620002711 |
| Q2 2020 | 81 | 719,447 | IVV, IXUS, XLK, KO | 13F-HR | 7/22/2020 | 000108514620001858 |
| Q1 2020 | 77 | 575,712 | IVV, IXUS, XLK, AAPL | RESTATEMENT | 5/12/2020 | 000108514620001418 |
| Q4 2019 | 93 | 535,713 | IVV, XLK, AAPL, V | 13F-HR | 1/23/2020 | 000108514620000260 |
| Q3 2019 | 91 | 481,324 | IVV, XLK, AAPL, V | 13F-HR | 11/1/2019 | 000108514619002705 |
| Q2 2019 | 88 | 472,545 | IVV, XLK, V, AAPL | 13F-HR | 7/31/2019 | 000108514619002024 |
| Q1 2019 | 93 | 478,229 | IVV, XLK, IWF, AAPL | 13F-HR | 4/26/2019 | 000108514619001249 |
| Q4 2018 | 91 | 434,663 | IVV, IWF, XLK, VTI | 13F-HR | 2/1/2019 | 000108514619000312 |
| Q3 2018 | 93 | 450,362 | IVV, IWF, XLK, AAPL | 13F-HR | 10/25/2018 | 000108514618002382 |
| Q2 2018 | 91 | 416,123 | IVV, IWF, XLK, VTI | 13F-HR | 8/3/2018 | 000108514618001818 |
| Q1 2018 | 127 | 432,817 | IVV, IWF, XLK, AAPL | 13F-HR | 4/25/2018 | 000108514618001151 |
| Q4 2017 | 120 | 442,982 | IVV, IWF, XLK, AAPL | 13F-HR | 1/24/2018 | 000108514618000193 |
| Q3 2017 | 130 | 411,948 | IVV, IWF, XLK, VTI | 13F-HR | 10/30/2017 | 000108514617002143 |
| Q2 2017 | 40 | 180,600 | IVV, IWF, VTI, BRK-B | 13F-HR | 7/20/2017 | 000108514617001528 |
| Q1 2017 | 39 | 182,533 | IVV, IWF, VTI, BRK-B | 13F-HR | 4/24/2017 | 000108514617001022 |
| Q4 2016 | 47 | 181,852 | IVV, IWF, VTI, BRK-B | 13F-HR | 1/24/2017 | 000108514617000165 |
| Q3 2016 | 13 | 133,072 | IVV, IWF, VTI, BRK-B | 13F-HR | 10/21/2016 | 000108514616004528 |
| Q2 2016 | 12 | 132,421 | IVV, IWF, JNJ, IWD | 13F-HR | 7/26/2016 | 000108514616004050 |
| Q1 2016 | 9 | 130,801 | IVV, IWF, IWD, BRK-B | 13F-HR | 4/27/2016 | 000108514616003536 |
| Q4 2015 | 22 | 98,543 | IVV, IWB, HEFA, ACWI | 13F-HR | 2/12/2016 | 000108514616003138 |