| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2019 | 5,503 | 14,456,223 | IVV, VOO, USMV, AAPL | 13F-HR | 2/12/2020 | 000168111520000002 |
| Q3 2019 | 5,452 | 13,550,024 | IVV, VOO, USMV, VEA | 13F-HR | 11/13/2019 | 000168111519000015 |
| Q2 2019 | 5,388 | 13,038,582 | IVV, VOO, USMV, VEA | 13F-HR | 7/31/2019 | 000168111519000009 |
| Q1 2019 | 5,358 | 12,154,015 | IVV, VOO, VEA, USMV | 13F-HR | 5/9/2019 | 000168111519000003 |
| Q4 2018 | 5,290 | 10,184,241 | IVV, VOO, VEA, USMV | 13F-HR | 2/11/2019 | 000168111519000001 |
| Q3 2018 | 5,256 | 9,917,819 | IVV, VOO, AAPL, VEA | 13F-HR | 11/14/2018 | 000168111518000009 |
| Q2 2018 | 5,072 | 7,272,591 | IVV, VOO, AAPL, VEA | 13F-HR | 8/13/2018 | 000168111518000008 |
| Q1 2018 | 5,081 | 7,275,967 | IVV, VOO, AAPL, VEA | 13F-HR | 5/15/2018 | 000168111518000006 |
| Q4 2017 | 5,110 | 7,488,953 | IVV, VOO, AAPL, VEA | 13F-HR | 2/14/2018 | 000168111518000001 |
| Q3 2017 | 5,001 | 6,356,242 | IVV, VOO, SPY, AAPL | 13F-HR | 11/6/2017 | 000168111517000014 |
| Q2 2017 | 4,960 | 5,691,826 | IVV, VOO, AAPL, VEA | RESTATEMENT | 11/3/2017 | 000168111517000013 |
| Q1 2017 | 4,849 | 4,949,749 | AAPL, SPY, VOO, IVV | RESTATEMENT | 11/2/2017 | 000168111517000012 |
| Q4 2016 | 4,673 | 4,424,928 | SPY, AAPL, VOO, VTI | RESTATEMENT | 11/2/2017 | 000168111517000011 |
| Q3 2016 | 4,620 | 4,158,311 | AAPL, SPY, VOO, USMV | RESTATEMENT | 11/2/2017 | 000168111517000010 |
| Q2 2016 | 4,690 | 3,802,561 | AAPL, VTI, USMV, XOM | 13F-HR | 8/12/2016 | 000168111516000003 |