| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 116 | 441,194 | VXUS, VTI, SPGM, RSP | 13F-HR | 10/16/2026 | 000166966226000005 |
| Q2 2026 | 114 | 435,533 | VXUS, VTI, SPGM, RSP | 13F-HR | 7/20/2026 | 000166966226000003 |
| Q1 2026 | 100 | 393,914 | VXUS, VTI, SPGM, RSP | 13F-HR | 4/28/2026 | 000166966226000002 |
| Q4 2025 | 98 | 387,746 | VXUS, VTI, SPGM, RSP | 13F-HR | 1/22/2026 | 000166966226000001 |
| Q3 2025 | 101 | 378,251 | VXUS, VTI, SPGM, VOO | 13F-HR | 10/9/2025 | 000108514625005858 |
| Q2 2025 | 95 | 351,576 | VXUS, VTI, SPGM, VOO | 13F-HR | 7/23/2025 | 000108514625004089 |
| Q1 2025 | 97 | 333,928 | VXUS, VTI, SPGM, VOO | 13F-HR | 5/12/2025 | 000108514625002989 |
| Q4 2024 | 96 | 333,911 | VXUS, VTI, SPGM, VOO | 13F-HR | 1/21/2025 | 000108514625000390 |
| Q3 2024 | 98 | 340,581 | VXUS, VTI, SPGM, VOO | 13F-HR | 10/15/2024 | 000108514624004909 |
| Q2 2024 | 94 | 319,478 | VXUS, VTI, SPGM, VOO | 13F-HR | 7/22/2024 | 000108514624003169 |
| Q1 2024 | 96 | 315,494 | VXUS, VTI, SPGM, VOO | 13F-HR | 4/22/2024 | 000108514624001949 |
| Q4 2023 | 85 | 297,678 | VXUS, VTI, SPGM, VOO | 13F-HR | 1/18/2024 | 000108514624000303 |
| Q3 2023 | 72 | 274,868 | VXUS, VTI, SPGM, VOO | 13F-HR | 10/24/2023 | 000108514623003894 |
| Q2 2023 | 78 | 280,847 | VTI, SPGM, SCHF, VOO | 13F-HR | 7/26/2023 | 000108514623002926 |
| Q1 2023 | 69 | 268,905 | VTI, SPGM, SCHF, VOO | 13F-HR | 4/24/2023 | 000108514623001855 |
| Q4 2022 | 71 | 254,261 | VTI, SPGM, SCHF, VOO | 13F-HR | 1/30/2023 | 000108514623000440 |
| Q3 2022 | 66 | 239,838 | VTI, SPGM, VOO, SCHF | 13F-HR | 10/28/2022 | 000108514622003638 |
| Q2 2022 | 66 | 260,020 | VTI, SPGM, VOO, SCHF | 13F-HR | 7/28/2022 | 000108514622002644 |
| Q1 2022 | 75 | 298,464 | VTI, SPGM, VOO, SCHF | 13F-HR | 4/19/2022 | 000108514622001460 |
| Q4 2021 | 77 | 308,806 | VTI, SPGM, VOO, SCHF | 13F-HR | 1/26/2022 | 000108514622000344 |
| Q3 2021 | 71 | 295,105 | VTI, SPGM, VOO, SCHF | 13F-HR | 10/19/2021 | 000108514621002836 |
| Q2 2021 | 71 | 294,408 | VTI, SPGM, VOO, SCHF | 13F-HR | 8/3/2021 | 000108514621002207 |
| Q1 2021 | 73 | 275,956 | VTI, SPGM, SCHF, VOO | 13F-HR | 4/29/2021 | 000108514621001374 |
| Q4 2020 | 66 | 265,604 | VTI, SPGM, VOO, SCHF | 13F-HR | 1/26/2021 | 000108514621000252 |
| Q3 2020 | 59 | 231,669 | VTI, SPGM, VOO, SCHF | 13F-HR | 10/19/2020 | 000108514620002571 |
| Q2 2020 | 54 | 212,996 | VTI, SPGM, VOO, SCHF | 13F-HR | 8/6/2020 | 000108514620002029 |
| Q1 2020 | 52 | 195,756 | VTI, SCHF, SPGM, VOO | 13F-HR | 4/29/2020 | 000108514620001238 |
| Q4 2019 | 56 | 234,428 | VTI, RSPH, VOO, SPGM | 13F-HR | 1/31/2020 | 000108514620000347 |
| Q3 2019 | 56 | 225,118 | VTI, VOO, SPGM, RSPH | 13F-HR | 10/29/2019 | 000108514619002650 |
| Q2 2019 | 56 | 222,693 | VTI, RSPH, VOO, SPGM | 13F-HR | 8/1/2019 | 000108514619002031 |
| Q1 2019 | 57 | 217,481 | VTI, RSPH, VOO, SPGM | 13F-HR | 5/1/2019 | 000108514619001301 |
| Q4 2018 | 54 | 203,234 | VTI, RSPH, VOO, EFAV | 13F-HR | 1/30/2019 | 000108514619000268 |
| Q3 2018 | 51 | 222,373 | VTI, RSPH, SCHF, VOO | 13F-HR | 11/6/2018 | 000108514618002511 |
| Q2 2018 | 51 | 216,544 | VTI, SCHF, VOO, RSPH | 13F-HR | 7/19/2018 | 000108514618001709 |
| Q1 2018 | 47 | 210,280 | VTI, EFAV, SCHF, VOO | 13F-HR | 5/8/2018 | 000108514618001262 |
| Q4 2017 | 49 | 263,913 | VTI, VOO, SCHF, EFAV | 13F-HR | 2/8/2018 | 000108514618000411 |
| Q3 2017 | 46 | 259,293 | VTI, VOO, EFAV, SCHF | 13F-HR | 10/30/2017 | 000108514617002144 |
| Q2 2017 | 47 | 255,458 | VTI, VOO, EFAV, RYH | 13F-HR | 8/14/2017 | 000108514617001907 |
| Q1 2017 | 45 | 247,588 | VTI, VOO, EFAV, RYH | 13F-HR | 5/15/2017 | 000108514617001326 |
| Q4 2016 | 40 | 229,756 | VTI, VOO, DBEF, EFAV | 13F-HR | 2/15/2017 | 000108514617000793 |
| Q3 2016 | 30 | 231,115 | VTI, EFAV, VOO, RYH | 13F-HR | 12/16/2016 | 000108514616004910 |
| Q2 2016 | 34 | 224,231 | VTI, VOO, RYH, DBEF | 13F-HR | 8/15/2016 | 000108514616004344 |
| Q4 2015 | 30 | 218,669 | VTI, VGT, VOO, DBEF | RESTATEMENT | 8/15/2016 | 000108514616004343 |