| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 846 | 748,242 | VOO, IJH, AAPL, IJR | 13F-HR | 4/17/2025 | 000095012325003568 |
| Q4 2024 | 787 | 720,475 | VOO, IJH, AAPL, IJR | 13F-HR | 1/16/2025 | 000095012325000315 |
| Q3 2024 | 735 | 676,991 | VOO, IJH, AAPL, IJR | 13F-HR | 10/11/2024 | 000095012324009657 |
| Q2 2024 | 555 | 622,963 | VOO, IJH, AAPL, IJR | 13F-HR | 7/24/2024 | 000095012324006772 |
| Q1 2024 | 572 | 593,652 | VOO, IJH, IJR, AAPL | 13F-HR | 4/30/2024 | 000095012324003668 |
| Q4 2023 | 587 | 543,546 | VOO, IJH, AAPL, IJR | 13F-HR | 1/30/2024 | 000095012324000476 |
| Q3 2023 | 738 | 490,604 | VOO, IJH, AAPL, IJR | 13F-HR | 10/30/2023 | 000095012323009117 |
| Q2 2023 | 636 | 495,122 | VOO, IJH, AAPL, IJR | 13F-HR | 7/27/2023 | 000095012323006329 |
| Q1 2023 | 727 | 473,023 | VOO, IJH, AAPL, IJR | 13F-HR | 5/10/2023 | 000095012323004216 |
| Q4 2022 | 641 | 453,210 | VOO, IJH, IJR, AAPL | 13F-HR | 2/3/2023 | 000095012323000690 |
| Q3 2022 | 206 | 403,556 | IJH, IJR, AAPL, VOO | 13F-HR | 10/28/2022 | 000095012322010520 |
| Q2 2022 | 208 | 417,615 | IJH, IJR, VOO, AAPL | 13F-HR | 7/29/2022 | 000095012322007501 |
| Q1 2022 | 229 | 508,458 | IJH, IJR, VOO, AAPL | 13F-HR | 4/22/2022 | 000095012322004182 |
| Q4 2021 | 237 | 523,615 | IJH, IJR, VOO, AAPL | 13F-HR | 1/31/2022 | 000095012322000660 |
| Q3 2021 | 232 | 475,306 | IJR, IJH, VOO, AAPL | 13F-HR | 10/28/2021 | 000095012321013615 |
| Q2 2021 | 221 | 461,770 | IJR, IJH, VOO, AAPL | 13F-HR | 7/28/2021 | 000095012321009267 |
| Q1 2021 | 212 | 425,163 | IJR, IJH, VOO, IEFA | 13F-HR | 4/23/2021 | 000095012321004821 |
| Q4 2020 | 196 | 385,033 | IJR, IJH, VOO, AAPL | 13F-HR | 2/3/2021 | 000095012321000894 |
| Q3 2020 | 178 | 326,498 | IJH, IJR, VOO, AAPL | 13F-HR | 10/30/2020 | 000095012320010591 |
| Q2 2020 | 176 | 303,642 | IJH, IJR, VOO, IEFA | 13F-HR | 7/31/2020 | 000095012320007385 |
| Q1 2020 | 162 | 253,364 | IJH, IJR, VOO, LMBS | 13F-HR | 5/5/2020 | 000095012320003873 |
| Q4 2019 | 182 | 332,784 | IJR, IJH, RSP, VOO | 13F-HR | 2/11/2020 | 000095012320001317 |
| Q3 2019 | 178 | 310,183 | IJH, IJR, VOO, RSP | 13F-HR | 10/30/2019 | 000095012319009780 |
| Q2 2019 | 162 | 273,685 | IJH, IJR, VOO, RSP | 13F-HR | 7/24/2019 | 000095012319006598 |
| Q1 2019 | 162 | 260,591 | IJR, IJH, VOO, RSP | 13F-HR | 4/26/2019 | 000095012319003610 |
| Q4 2018 | 151 | 214,305 | IJR, IJH, VOO, LMBS | 13F-HR | 2/13/2019 | 000095012319001401 |
| Q3 2018 | 152 | 243,584 | IJR, IJH, RSP, VOO | 13F-HR | 11/7/2018 | 000095012318010624 |
| Q2 2018 | 154 | 234,638 | IJR, IJH, VOO, RSP | 13F-HR | 8/3/2018 | 000095012318007330 |
| Q1 2018 | 159 | 225,958 | IJR, IJH, IGSB, MDY | 13F-HR | 5/7/2018 | 000095012318004269 |
| Q4 2017 | 519 | 229,095 | IJR, IJH, IGSB, MDY | 13F-HR | 2/2/2018 | 000095012318000677 |
| Q3 2017 | 570 | 205,624 | IJR, IGSB, MDY, IJH | 13F-HR | 11/13/2017 | 000095012317010067 |
| Q2 2017 | 672 | 156,321 | IGSB, IJR, XOM, IGIB | 13F-HR | 7/28/2017 | 000095012317006394 |
| Q1 2017 | 541 | 121,824 | IGSB, IJR, XOM, VNQ | 13F-HR | 4/28/2017 | 000095012317003650 |
| Q4 2016 | 581 | 130,960 | IGSB, IJR, XOM, VNQ | 13F-HR | 2/3/2017 | 000095012317000808 |
| Q3 2016 | 244 | 117,378 | IGSB, IJR, XOM, VNQ | 13F-HR | 11/4/2016 | 000095012316021190 |
| Q2 2016 | 272 | 111,620 | IGSB, XOM, IJR, VNQ | 13F-HR | 8/5/2016 | 000095012316018888 |
| Q1 2016 | 266 | 109,739 | IGSB, XOM, HEDJ, IJR | 13F-HR | 5/11/2016 | 000095012316016549 |
| Q4 2015 | 351 | 111,548 | IGSB, XOM, HEDJ, HYG | 13F-HR | 1/27/2016 | 000095012316013090 |