| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2021 | 54 | 54,905 | PTLC, AGG, ITOT, SPAB | 13F-HR | 11/1/2021 | 000166674621000005 |
| Q2 2021 | 53 | 57,872 | IEF, PTLC, IVV, AGG | 13F-HR | 8/2/2021 | 000166674621000004 |
| Q1 2021 | 55 | 56,858 | IWM, IJH, PTLC, AGG | 13F-HR | 5/7/2021 | 000166674621000003 |
| Q4 2020 | 46 | 54,860 | IWM, IJH, PTLC, AGG | 13F-HR | 2/5/2021 | 000166674621000002 |
| Q3 2020 | 173 | 302,101 | NOW, AAPL, ACN, V | 13F-HR | 10/27/2020 | 000166674620000005 |
| Q2 2020 | 168 | 260,841 | AAPL, SHV, GOOGL, NOW | 13F-HR | 8/7/2020 | 000166674620000004 |
| Q1 2020 | 149 | 211,494 | SHV, IEI, IEF, GOOGL | 13F-HR | 4/23/2020 | 000166674620000003 |
| Q4 2019 | 178 | 217,232 | IWM, IVV, IJH, UWM | 13F-HR | 2/5/2020 | 000166674620000002 |
| Q3 2019 | 162 | 214,034 | IEI, IEF, IJH, IWM | 13F-HR | 11/8/2019 | 000166674619000007 |
| Q2 2019 | 158 | 235,046 | IEI, IVV, IJH, IEF | 13F-HR | 8/5/2019 | 000166674619000006 |
| Q1 2019 | 156 | 226,804 | IEF, IVV, IJH, IWM | 13F-HR | 5/7/2019 | 000166674619000004 |
| Q4 2018 | 142 | 197,450 | IEF, IVV, IJH, UST | 13F-HR | 1/30/2019 | 000166674619000003 |
| Q3 2018 | 176 | 257,806 | IVV, IJH, IWM, SSO | 13F-HR | 11/8/2018 | 000166674618000009 |
| Q2 2018 | 145 | 226,258 | IEF, IVV, IWM, UST | 13F-HR | 8/7/2018 | 000166674618000007 |
| Q1 2018 | 154 | 214,505 | IEF, IEI, IVV, UST | 13F-HR | 4/27/2018 | 000152808618000003 |
| Q4 2017 | 135 | 208,378 | IVV, IJH, IWM, IEF | 13F-HR | 2/2/2018 | 000166674618000003 |
| Q3 2017 | 113 | 212,081 | IEF, IVV, IWM, UST | 13F-HR | 11/6/2017 | 000166674617000008 |
| Q2 2017 | 110 | 228,489 | IEF, IEI, IVV, UST | 13F-HR | 8/9/2017 | 000166674617000006 |
| Q1 2017 | 99 | 239,853 | IEF, IWM, IJH, UST | 13F-HR | 5/4/2017 | 000166674617000004 |
| Q4 2016 | 87 | 252,135 | IWM, IJH, UWM, MVV | 13F-HR | 2/9/2017 | 000095012317001241 |
| Q3 2016 | 92 | 273,524 | IWM, IEI, IJH, UWM | 13F-HR | 11/8/2016 | 000095012316021341 |
| Q2 2016 | 81 | 305,248 | IJH, IWM, MVV, UWM | 13F-HR | 8/5/2016 | 000095012316018906 |
| Q1 2016 | 69 | 339,219 | IJH, SHY, IWM, MVV | 13F-HR | 5/12/2016 | 000095012316016736 |
| Q4 2015 | 75 | 447,636 | SHY, IVV, SPY, IWM | 13F-HR | 2/12/2016 | 000095012316014531 |