| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 555 | 1,921,522 | IEFA, VUG, VOO, IUSV | 13F-HR | 5/6/2025 | 000166636325000005 |
| Q4 2024 | 1,922 | 2,032,358 | VOO, IJR, VUG, VTWO | 13F-HR | 1/31/2025 | 000166636325000004 |
| Q3 2024 | 1,786 | 1,910,381 | VOO, IUSV, IJR, VUG | 13F-HR | 11/4/2024 | 000166636324000006 |
| Q2 2024 | 1,493 | 1,688,450 | VUG, VOO, IEFA, VTWO | 13F-HR | 7/19/2024 | 000166636324000005 |
| Q1 2024 | 1,363 | 1,557,036 | VUG, VOO, IEFA, IUSV | 13F-HR | 4/23/2024 | 000166636324000004 |
| Q4 2023 | 1,349 | 1,415,204 | VUG, VOO, IEFA, IUSV | 13F-HR | 1/23/2024 | 000166636324000003 |
| Q3 2023 | 1,305 | 1,271,981 | VOO, VUG, IEFA, IUSV | 13F-HR | 11/2/2023 | 000166636323000005 |
| Q2 2023 | 1,161 | 1,244,823 | USFR, VUG, VOO, IEFA | 13F-HR | 7/24/2023 | 000166636323000003 |
| Q1 2023 | 1,108 | 1,217,205 | USFR, IEFA, IJR, VOO | 13F-HR | 5/2/2023 | 000166636323000002 |
| Q4 2022 | 325 | 1,133,465 | IEFA, IUSV, IJR, EMB | 13F-HR | 1/31/2023 | 000166636323000001 |
| Q3 2022 | 313 | 1,040,860 | USFR, IJR, VIG, SPY | 13F-HR | 11/14/2022 | 000166636322000008 |
| Q2 2022 | 314 | 1,120,317 | VIG, IJR, IEFA, SPY | 13F-HR | 8/12/2022 | 000166636322000006 |
| Q1 2022 | 330 | 1,305,035 | MINT, SPY, VIG, QQQ | 13F-HR | 5/13/2022 | 000166636322000005 |
| Q4 2021 | 339 | 1,320,316 | SPY, QQQ, USFR, VIG | 13F-HR | 2/7/2022 | 000166636322000004 |
| Q3 2021 | 307 | 1,198,367 | SPY, QQQ, VIG, IEFA | RESTATEMENT | 11/10/2021 | 000166636321000006 |
| Q2 2021 | 310 | 1,124,702 | IJR, VIG, SPY, IEFA | 13F-HR | 8/2/2021 | 000166636321000004 |
| Q1 2021 | 303 | 1,047,448 | IJR, IEMG, USFR, IEFA | 13F-HR | 4/22/2021 | 000166636321000003 |
| Q4 2020 | 303 | 965,853 | IJR, IEMG, QQQ, IEFA | 13F-HR | 1/28/2021 | 000166636321000002 |
| Q3 2020 | 281 | 863,627 | QQQ, SPY, IEMG, LQD | 13F-HR | 11/3/2020 | 000166636320000011 |
| Q2 2020 | 248 | 744,786 | LQD, EMB, SPY, QTWO | 13F-HR | 8/5/2020 | 000166636320000010 |
| Q1 2020 | 208 | 585,324 | SHY, IEMG, QQQ, TLT | RESTATEMENT | 5/15/2020 | 000166636320000004 |
| Q4 2019 | 233 | 824,081 | SPY, QQQ, LQD, IEFA | 13F-HR | 1/27/2020 | 000166636320000001 |
| Q3 2019 | 226 | 776,830 | LQD, VIG, SPY, IEMG | RESTATEMENT | 11/7/2019 | 000166636319000005 |
| Q2 2019 | 242 | 737,905 | IEMG, LQD, SPY, VIG | 13F-HR | 8/7/2019 | 000166636319000003 |
| Q1 2019 | 241 | 769,324 | IEMG, LQD, SPY, IEFA | 13F-HR | 5/14/2019 | 000166636319000002 |
| Q4 2018 | 250 | 619,636 | TLT, SDY, BNDX, SHY | 13F-HR | 2/12/2019 | 000166636319000001 |
| Q3 2018 | 164 | 565,181 | IEFA, SPY, QQQ, QTWO | 13F-HR | 11/13/2018 | 000166636318000004 |
| Q2 2018 | 168 | 536,628 | QTWO, IEFA, SPY, IJR | 13F-HR | 8/14/2018 | 000166636318000003 |
| Q1 2018 | 171 | 518,446 | IEMG, IEFA, QTWO, QQQ | 13F-HR | 5/9/2018 | 000166636318000002 |
| Q4 2017 | 192 | 522,098 | IEUR, IEFA, XLF, XLY | 13F-HR | 2/13/2018 | 000166636318000001 |
| Q3 2017 | 183 | 472,918 | IEUR, IEFA, XLF, EFA | 13F-HR | 11/14/2017 | 000166636317000004 |
| Q2 2017 | 181 | 439,650 | IEUR, IEFA, XLY, MSFT | 13F-HR | 8/7/2017 | 000166636317000003 |
| Q1 2017 | 181 | 432,639 | IEUR, SDY, XOM, MSFT | 13F-HR | 5/10/2017 | 000166636317000001 |
| Q4 2016 | 148 | 355,665 | XOM, VTV, DGRW, MSFT | 13F-HR | 2/8/2017 | 000108514617000360 |
| Q3 2016 | 138 | 301,035 | XOM, DGRW, PG, MSFT | 13F-HR | 11/10/2016 | 000108514616004696 |
| Q2 2016 | 138 | 294,405 | XOM, MGK, GE, DGRW | 13F-HR | 8/9/2016 | 000108514616004192 |
| Q1 2016 | 135 | 267,934 | GE, XOM, MGK, MSFT | 13F-HR | 5/12/2016 | 000122107316000163 |
| Q4 2015 | 119 | 219,923 | HEFA, MGK, GE, XOM | 13F-HR | 2/11/2016 | 000122107316000135 |