| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2024 | 95 | 141,988 | IVV, VTI, ITOT, VT | 13F-HR | 8/14/2024 | 000166755324000004 |
| Q1 2024 | 95 | 149,179 | IVV, VTI, ITOT, VGSH | 13F-HR | 5/9/2024 | 000166755324000003 |
| Q4 2023 | 93 | 141,753 | IVV, VTI, ITOT, VGSH | 13F-HR | 2/13/2024 | 000166755324000002 |
| Q3 2023 | 90 | 102,635 | IVV, VTI, VGSH, IGSB | 13F-HR | 11/13/2023 | 000166755323000005 |
| Q2 2023 | 96 | 128,057 | IVV, VGIT, VTI, VGSH | 13F-HR | 8/9/2023 | 000166755323000004 |
| Q1 2023 | 120 | 145,329 | IVV, IEI, SHY, VTI | 13F-HR | 5/2/2023 | 000166755323000003 |
| Q4 2022 | 96 | 133,284 | IVV, HDV, IEI, VTI | 13F-HR | 2/9/2023 | 000166755323000001 |
| Q3 2022 | 72 | 128,265 | IVV, ICSH, VTI, HDV | 13F-HR | 11/4/2022 | 000166755322000009 |
| Q2 2022 | 61 | 139,087 | IVV, ICSH, MINT, HDV | 13F-HR | 8/15/2022 | 000166755322000008 |
| Q1 2022 | 47 | 113,859 | IVV, VTI, MINT, VT | 13F-HR | 5/10/2022 | 000166755322000004 |
| Q4 2021 | 47 | 124,555 | IVV, IEF, VTI, VT | 13F-HR | 1/31/2022 | 000166755322000001 |
| Q3 2021 | 46 | 120,305 | IVV, IEF, VTI, VT | 13F-HR | 11/2/2021 | 000166755321000005 |
| Q2 2021 | 48 | 132,708 | IVV, IEF, VTI, VT | 13F-HR | 8/9/2021 | 000166755321000004 |
| Q1 2021 | 50 | 124,233 | IEF, IVV, VTI, VT | 13F-HR | 5/14/2021 | 000166755321000003 |
| Q4 2020 | 36 | 128,150 | IEF, IVV, IAU, VTI | 13F-HR | 2/8/2021 | 000166755321000001 |
| Q3 2020 | 36 | 142,622 | IEF, IVV, SHY, USMV | 13F-HR | 11/12/2020 | 000166755320000004 |
| Q2 2020 | 36 | 140,645 | IEF, SHY, IVV, USMV | 13F-HR | 8/7/2020 | 000166755320000003 |
| Q1 2020 | 32 | 99,679 | USMV, IEF, IVV, VTI | 13F-HR | 5/13/2020 | 000166755320000002 |
| Q4 2019 | 31 | 129,241 | IVV, SHY, USMV, IEF | 13F-HR | 2/5/2020 | 000166755320000001 |
| Q3 2019 | 31 | 125,003 | IVV, SHY, USMV, IEF | 13F-HR | 11/1/2019 | 000166755319000002 |
| Q3 2016 | 25 | 69,132 | IVV, EFAV, VTI, BND | 13F-HR | 11/4/2016 | 000166755316000004 |
| Q2 2016 | 26 | 66,025 | IVV, EFAV, VTI, BND | 13F-HR | 8/15/2016 | 000166755316000003 |
| Q1 2016 | 23 | 56,891 | IVV, EFAV, BND, VTI | 13F-HR | 5/16/2016 | 000166755316000002 |
| Q4 2015 | 21 | 101,496 | IVV, PHDG, BND, EFAV | 13F-HR | 2/29/2016 | 000166755316000001 |