| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 9 | 259,880 | VT, IWD, IWV, SPY | 13F-HR | 10/23/2024 | 000110465924110912 |
| Q2 2024 | 9 | 246,636 | VT, IWD, IWV, SPY | 13F-HR | 8/6/2024 | 000110465924086217 |
| Q1 2024 | 9 | 274,751 | VT, IWD, IWV, SPY | 13F-HR | 4/22/2024 | 000110465924049626 |
| Q4 2023 | 9 | 254,587 | VT, IWD, IWV, SPY | 13F-HR | 1/31/2024 | 000110465924009041 |
| Q3 2023 | 9 | 231,984 | VT, IWD, IWV, VEA | 13F-HR | 11/13/2023 | 000110465923116589 |
| Q2 2023 | 9 | 231,773 | VT, SPY, IWD, IWV | 13F-HR | 7/13/2023 | 000110465923080631 |
| Q1 2023 | 9 | 222,251 | VT, SPY, IWD, IWV | 13F-HR | 5/2/2023 | 000110465923055065 |
| Q4 2022 | 9 | 208,960 | VT, IWD, SPY, IWV | 13F-HR | 1/26/2023 | 000110465923006921 |
| Q3 2022 | 9 | 186,699 | VT, IWD, SPY, IWV | 13F-HR | 10/26/2022 | 000110465922111476 |
| Q2 2022 | 9 | 205,817 | VT, IWD, VEA, IWV | 13F-HR | 7/27/2022 | 000110465922083098 |
| Q1 2022 | 9 | 249,857 | VT, IWD, VEA, IWV | 13F-HR | 4/20/2022 | 000110465922047983 |
| Q4 2021 | 10 | 275,413 | VT, IWD, VEA, IWV | 13F-HR | 1/18/2022 | 000110465922004521 |
| Q3 2021 | 10 | 268,914 | VT, VEA, IWD, IWV | 13F-HR | 10/12/2021 | 000110465921125021 |
| Q2 2021 | 10 | 274,699 | VT, VEA, IWD, IWV | 13F-HR | 8/16/2021 | 000110465921105941 |
| Q1 2021 | 10 | 278,020 | VT, VEA, IWD, IWV | 13F-HR | 5/11/2021 | 000110465921064494 |
| Q4 2020 | 10 | 277,382 | VT, VEA, IWD, IWV | 13F-HR | 6/10/2021 | 000110465921079304 |
| Q3 2020 | 11 | 256,080 | VT, VEA, IWD, IWV | 13F-HR | 6/14/2021 | 000110465921080840 |
| Q2 2020 | 10 | 235,573 | VT, VEA, IWD, IWV | 13F-HR | 6/15/2021 | 000110465921081579 |
| Q1 2020 | 10 | 199,536 | VT, IWD, VEA, IEFA | 13F-HR | 6/16/2021 | 000110465921082029 |
| Q4 2019 | 9 | 251,818 | VT, IWD, VEA, IEFA | 13F-HR | 6/21/2021 | 000110465921083157 |
| Q3 2019 | 9 | 235,270 | VT, IWD, VEA, IEFA | 13F-HR | 6/22/2021 | 000110465921084014 |
| Q2 2019 | 9 | 235,162 | VT, IWD, VEA, IEFA | 13F-HR | 6/23/2021 | 000110465921084657 |
| Q1 2019 | 9 | 231,687 | VT, IWD, VEA, IEFA | 13F-HR | 6/24/2021 | 000110465921084949 |
| Q4 2018 | 9 | 209,407 | VT, IWD, VEA, IEFA | 13F-HR | 6/25/2021 | 000110465921085607 |
| Q3 2018 | 7 | 242,671 | VT, VEA, IWD, IWV | 13F-HR | 6/28/2021 | 000110465921086155 |
| Q2 2018 | 8 | 195,764 | VT, IWD, VEA, IWV | 13F-HR | 6/29/2021 | 000110465921086723 |
| Q1 2018 | 8 | 195,516 | VT, IWD, VEA, IWV | 13F-HR | 6/30/2021 | 000110465921087233 |
| Q4 2017 | 8 | 205,597 | VT, IWD, VEA, IWV | 13F-HR | 7/1/2021 | 000110465921088364 |
| Q3 2017 | 8 | 196,929 | VT, IWD, VEA, IWV | 13F-HR | 7/2/2021 | 000110465921088804 |
| Q2 2017 | 8 | 170,614 | VT, IWD, VEA, IWV | 13F-HR | 7/6/2021 | 000110465921089275 |
| Q1 2017 | 8 | 164,687 | IWD, VT, VEA, IWV | 13F-HR | 7/7/2021 | 000110465921089762 |
| Q4 2016 | 8 | 167,365 | VT, IWD, VEA, VTI | 13F-HR | 7/8/2021 | 000110465921090122 |
| Q3 2016 | 8 | 174,206 | VT, IWD, VEA, VTI | 13F-HR | 7/14/2021 | 000110465921092000 |
| Q2 2016 | 8 | 168,210 | VT, IWD, VEA, VTI | 13F-HR | 7/15/2021 | 000110465921092477 |
| Q1 2016 | 8 | 165,719 | VT, IWD, VEA, VTI | 13F-HR | 7/16/2021 | 000110465921092997 |
| Q4 2015 | 8 | 143,770 | VT, IWD, VEA, IWV | 13F-HR | 7/19/2021 | 000110465921093519 |
| Q3 2015 | 8 | 137,745 | VT, IWD, VEA, IWV | 13F-HR | 7/20/2021 | 000110465921093883 |
| Q2 2015 | 12 | 206,049 | VT, VEA, VGSH, IWD | 13F-HR | 7/21/2021 | 000110465921094384 |
| Q1 2015 | 12 | 215,177 | VT, VEA, IWD, VGSH | 13F-HR | 7/22/2021 | 000110465921094975 |
| Q4 2014 | 12 | 180,337 | VT, VEA, IWD, VGSH | 13F-HR | 7/28/2021 | 000110465921096986 |
| Q3 2014 | 13 | 200,114 | VT, VEA, VGSH, IWD | 13F-HR | 7/29/2021 | 000110465921097439 |
| Q2 2014 | 12 | 184,292 | VEA, VT, IWD, IWV | 13F-HR | 7/30/2021 | 000110465921098246 |
| Q1 2014 | 13 | 176,934 | VEA, VT, IWD, IWV | 13F-HR | 8/2/2021 | 000110465921098906 |
| Q4 2013 | 12 | 228,178 | VEA, VT, IWD, IWV | 13F-HR | 8/3/2021 | 000110465921099342 |
| Q3 2013 | 12 | 274,696 | VEA, VT, IAU, VWO | 13F-HR | 8/4/2021 | 000110465921099947 |
| Q2 2013 | 12 | 187,055 | VEA, VT, VWO, SPY | 13F-HR | 8/5/2021 | 000110465921100597 |
| Q1 2013 | 14 | 134,121 | VWO, VT, VEA, EMB | 13F-HR | 8/6/2021 | 000110465921101328 |
| Q4 2012 | 14 | 129,959 | VT, VWO, VEA, EMB | 13F-HR | 8/16/2021 | 000110465921105930 |