| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2021 | 73 | 216,312 | IVV, VOO, VCSH, VUG | 13F-HR | 2/14/2022 | 000158064222000844 |
| Q3 2021 | 72 | 208,220 | IVV, VOO, VCSH, VUG | 13F-HR | 11/10/2021 | 000158064221005404 |
| Q2 2021 | 73 | 208,082 | IVV, VOO, VCSH, VUG | 13F-HR | 8/12/2021 | 000158064221003719 |
| Q1 2021 | 74 | 217,106 | IVV, VOO, VCSH, VO | 13F-HR | 5/11/2021 | 000158064221002334 |
| Q4 2020 | 70 | 208,376 | IVV, VOO, VUG, VCSH | 13F-HR | 2/9/2021 | 000158064221000601 |
| Q3 2020 | 81 | 230,967 | IVV, VOO, MRK, SPSB | 13F-HR | 11/10/2020 | 000158064220004131 |
| Q2 2020 | 79 | 231,534 | IVV, VOO, SPSB, VUG | 13F-HR | 8/13/2020 | 000158064220003002 |
| Q1 2020 | 75 | 202,049 | IVV, SPSB, VOO, MRK | 13F-HR | 5/14/2020 | 000158064220002151 |
| Q4 2019 | 76 | 241,546 | IVV, SPSB, VOO, MRK | 13F-HR | 2/12/2020 | 000158064220000664 |
| Q3 2019 | 286 | 230,735 | IVV, SPSB, VOO, MRK | 13F-HR | 11/8/2019 | 000158064219005094 |
| Q2 2019 | 275 | 227,063 | IVV, SPSB, VOO, MRK | 13F-HR | 7/17/2019 | 000158064219003253 |
| Q1 2019 | 207 | 211,529 | IVV, SPSB, VOO, MRK | RESTATEMENT | 1/22/2020 | 000158064220000269 |
| Q1 2019 | 69 | 4,157 | SCHD, EUMV, XLK, SCHV | NEW HOLDINGS | 1/22/2020 | 000158064220000271 |
| Q4 2018 | 209 | 194,460 | IVV, MRK, SPSB, VOO | RESTATEMENT | 1/22/2020 | 000158064220000266 |
| Q4 2018 | 69 | 2,986 | EUMV, EZU, SCHV, VGK | NEW HOLDINGS | 1/22/2020 | 000158064220000267 |
| Q3 2018 | 275 | 210,516 | IVV, MRK, VOO, SPSB | 13F-HR | 11/9/2018 | 000158064218005392 |
| Q2 2018 | 279 | 204,422 | IVV, VOO, MRK, SPSB | 13F-HR | 8/1/2018 | 000158064218003620 |
| Q1 2018 | 284 | 194,587 | IVV, MRK, VOO, SPSB | 13F-HR | 5/4/2018 | 000158064218002445 |
| Q4 2017 | 286 | 193,684 | IVV, MRK, VOO, SPSB | 13F-HR | 2/1/2018 | 000158064218000549 |
| Q3 2017 | 311 | 181,052 | IVV, MRK, VOO, SPSB | 13F-HR | 11/30/2017 | 000158064217006385 |
| Q2 2017 | 311 | 156,347 | IVV, VOO, SPSB, MRK | 13F-HR | 8/3/2017 | 000158064217004180 |
| Q1 2017 | 292 | 148,711 | IVV, VOO, MRK, SPSB | 13F-HR | 4/18/2017 | 000158064217002419 |
| Q4 2016 | 288 | 126,536 | IVV, VOO, SPSB, VUG | 13F-HR | 1/24/2017 | 000158064217000349 |
| Q3 2016 | 279 | 120,208 | IVV, VOO, SPSB, VUG | 13F-HR | 1/13/2017 | 000158064217000227 |
| Q2 2016 | 297 | 115,364 | IVV, VOO, SPSB, VUG | 13F-HR | 1/13/2017 | 000158064217000226 |
| Q1 2016 | 271 | 110,247 | IVV, SPSB, VUG, VOO | 13F-HR | 1/13/2017 | 000158064217000225 |
| Q4 2015 | 246 | 103,667 | IVV, SPSB, VUG, VOO | 13F-HR | 1/13/2017 | 000158064217000224 |
| Q3 2015 | 242 | 99,111 | IVV, SPSB, VUG, VOO | 13F-HR | 1/13/2017 | 000158064217000222 |
| Q2 2015 | 252 | 103,711 | IVV, MRK, SPSB, VUG | 13F-HR | 1/13/2017 | 000158064217000221 |