| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 68 | 287,969 | VT, VTI, BIV, AGG | 13F-HR | 8/14/2026 | 000121465926010107 |
| Q1 2026 | 62 | 264,597 | VT, VTI, BIV, AGG | 13F-HR | 5/14/2026 | 000121465926006225 |
| Q4 2025 | 68 | 269,681 | VT, VTI, BIV, AGG | 13F-HR | 2/13/2026 | 000121465926001705 |
| Q3 2025 | 62 | 260,683 | VT, VTI, BIV, AGG | 13F-HR | 11/12/2025 | 000121465925016303 |
| Q2 2025 | 64 | 252,383 | VT, VTI, BIV, AGG | 13F-HR | 8/11/2025 | 000121465925011779 |
| Q1 2025 | 77 | 256,129 | VOO, ACWI, SPTM, EFIV | 13F-HR | 5/14/2025 | 000121465925007555 |
| Q4 2024 | 77 | 263,984 | VOO, VTHR, BILS, BIL | 13F-HR | 2/7/2025 | 000121465925002214 |
| Q3 2024 | 65 | 255,507 | VOO, EFIV, AGG, IUSB | 13F-HR | 11/12/2024 | 000121465924018679 |
| Q2 2024 | 66 | 249,337 | VOO, EFIV, SGOV, TFLO | 13F-HR | 8/13/2024 | 000121465924014396 |
| Q1 2024 | 69 | 244,553 | ESGV, XVV, IUSB, VOO | 13F-HR | 5/13/2024 | 000121465924008979 |
| Q4 2023 | 70 | 230,653 | EFIV, ESGV, IUSB, SPTM | 13F-HR | 2/14/2024 | 000121465924002628 |
| Q3 2023 | 57 | 213,540 | VOO, ITOT, BIL, SGOV | 13F-HR | 11/13/2023 | 000121465923014853 |
| Q2 2023 | 59 | 217,352 | XVV, ESGV, STIP, SPTM | 13F-HR | 8/14/2023 | 000121465923011140 |
| Q1 2023 | 42 | 205,742 | BIL, SGOV, SHY, VTIP | 13F-HR | 5/8/2023 | 000121465923006675 |
| Q4 2022 | 40 | 203,731 | VOO, VTI, FLOT, BND | 13F-HR | 2/7/2023 | 000121465923001703 |
| Q3 2022 | 48 | 218,573 | SH, BIL, NEAR, FLOT | 13F-HR | 11/10/2022 | 000121465922013479 |
| Q2 2022 | 58 | 222,931 | VTI, STIP, BIL, VOO | 13F-HR | 7/28/2022 | 000121465922009296 |
| Q1 2022 | 60 | 249,417 | VOO, VTI, STIP, BND | 13F-HR | 4/20/2022 | 000121465922005559 |
| Q4 2021 | 76 | 272,302 | VOO, BND, VTI, STIP | 13F-HR | 2/2/2022 | 000121465922001724 |
| Q3 2021 | 70 | 260,590 | VOO, BND, VTI, STIP | 13F-HR | 10/28/2021 | 000121465921010842 |
| Q2 2021 | 79 | 262,320 | VOO, STIP, VTI, PBTP | 13F-HR | 7/27/2021 | 000121465921007881 |
| Q1 2021 | 75 | 253,748 | TBX, STIP, VGSH, TBF | 13F-HR | 4/29/2021 | 000121465921004676 |
| Q4 2020 | 64 | 246,640 | BND, VOO, ICLN, XITK | 13F-HR | 2/12/2021 | 000121465921001646 |
| Q3 2020 | 65 | 216,430 | VGLT, VOO, VGIT, BND | 13F-HR | 11/13/2020 | 000121465920009457 |
| Q2 2020 | 47 | 210,328 | BND, VOO, TECB, BNDW | 13F-HR | 8/11/2020 | 000121465920006947 |
| Q1 2020 | 40 | 182,602 | BND, VOO, USMV, BNDW | 13F-HR | 5/14/2020 | 000121465920004597 |
| Q4 2019 | 54 | 209,492 | VOO, VXUS, BNDX, BND | 13F-HR | 2/12/2020 | 000121465920001186 |
| Q3 2019 | 53 | 198,186 | VOO, VXUS, BNDX, BND | 13F-HR | 11/7/2019 | 000121465919006931 |
| Q2 2019 | 52 | 200,516 | VOO, VXUS, BNDX, BND | 13F-HR | 8/2/2019 | 000121465919004949 |
| Q1 2019 | 49 | 197,742 | VOO, VXUS, BNDX, BND | 13F-HR | 5/14/2019 | 000121465919003453 |
| Q4 2018 | 46 | 178,235 | VOO, BND, VXUS, BNDX | 13F-HR | 1/17/2019 | 000121465919000388 |
| Q3 2018 | 47 | 202,588 | VOO, BND, VXUS, BNDX | 13F-HR | 10/12/2018 | 000121465918006497 |
| Q2 2018 | 29 | 189,524 | VOO, BND, VXUS, BNDX | 13F-HR | 8/9/2018 | 000121465918005310 |
| Q1 2018 | 21 | 190,195 | VOO, BND, VXUS, BNDX | 13F-HR | 5/2/2018 | 000121465918003235 |
| Q4 2017 | 21 | 192,851 | VOO, BND, VXUS, BNDX | 13F-HR | 2/5/2018 | 000121465918000873 |
| Q3 2017 | 15 | 185,479 | VOO, BND, VXUS, BNDX | 13F-HR | 11/14/2017 | 000121465917006725 |
| Q2 2017 | 15 | 177,908 | VOO, BND, VXUS, BNDX | 13F-HR | 8/4/2017 | 000121465917004776 |
| Q1 2017 | 15 | 176,230 | VOO, BND, VXUS, BNDX | 13F-HR | 4/21/2017 | 000121465917002647 |
| Q4 2016 | 16 | 172,995 | VOO, BND, VXUS, BNDX | 13F-HR | 1/19/2017 | 000121465917000348 |
| Q3 2016 | 16 | 173,880 | VOO, BND, VXUS, BNDX | 13F-HR | 10/28/2016 | 000121465916014283 |
| Q2 2016 | 14 | 169,840 | VOO, BND, VXUS, BNDX | 13F-HR | 8/15/2016 | 000121465916013208 |
| Q1 2016 | 17 | 171,866 | BND, VOO, VXUS, BNDX | 13F-HR | 4/27/2016 | 000121465916010985 |
| Q4 2015 | 14 | 163,205 | VOO, BND, VXUS, BNDX | 13F-HR | 12/1/2016 | 000121465916015106 |
| Q3 2015 | 13 | 158,472 | BND, VOO, VXUS, BNDX | 13F-HR | 12/1/2016 | 000121465916015105 |
| Q2 2015 | 13 | 164,445 | VOO, BND, VXUS, BNDX | 13F-HR | 12/1/2016 | 000121465916015104 |
| Q1 2015 | 14 | 170,577 | BND, VOO, VXUS, VDE | 13F-HR | 12/1/2016 | 000121465916015103 |
| Q4 2014 | 14 | 167,730 | VOO, BND, VXUS, VDE | 13F-HR | 12/1/2016 | 000121465916015102 |
| Q3 2014 | 9 | 110,279 | VOO, VDE, MDY, VB | 13F-HR | 12/1/2016 | 000121465916015101 |
| Q2 2014 | 9 | 113,300 | VOO, VDE, MDY, VB | 13F-HR | 12/1/2016 | 000121465916015100 |
| Q1 2014 | 9 | 107,223 | VOO, VDE, MDY, VB | 13F-HR | 12/1/2016 | 000121465916015099 |
| Q4 2013 | 9 | 100,528 | VOO, VDE, MDY, VB | 13F-HR | 12/1/2016 | 000121465916015098 |