| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 230 | 852,792 | SPY, SPTM, IEFA, IVV | 13F-HR | 4/18/2025 | 000108514625002194 |
| Q4 2024 | 220 | 836,275 | SPY, SPTM, IEFA, IWO | 13F-HR | 1/28/2025 | 000108514625000526 |
| Q3 2024 | 216 | 831,432 | SPY, SPTM, IEFA, VBR | 13F-HR | 10/28/2024 | 000108514624005190 |
| Q2 2024 | 214 | 775,493 | SPY, SPTM, IEFA, VBR | 13F-HR | 8/7/2024 | 000108514624003586 |
| Q1 2024 | 215 | 763,960 | SPY, SPTM, IEFA, RSP | 13F-HR | 4/22/2024 | 000108514624001971 |
| Q4 2023 | 210 | 703,433 | SPY, SPTM, IEFA, RSP | 13F-HR | 2/12/2024 | 000108514624001125 |
| Q3 2023 | 188 | 637,356 | SPY, SPTM, IEFA, VBR | 13F-HR | 11/8/2023 | 000108514623004223 |
| Q2 2023 | 186 | 644,739 | SPY, SPTM, IEFA, VBR | 13F-HR | 8/11/2023 | 000108514623003268 |
| Q1 2023 | 179 | 598,157 | SPY, SPTM, IEFA, VBR | 13F-HR | 5/1/2023 | 000108514623001990 |
| Q4 2022 | 169 | 552,564 | SPY, SPTM, IEFA, VBR | 13F-HR | 2/14/2023 | 000108514623001288 |
| Q3 2022 | 165 | 512,692 | SPY, SPTM, IEFA, VBR | 13F-HR | 11/9/2022 | 000108514622003867 |
| Q2 2022 | 161 | 513,611 | SPY, SPTM, VTV, VBR | 13F-HR | 8/15/2022 | 000108514622003063 |
| Q1 2022 | 158 | 560,074 | SPY, SPTM, VTV, QQQ | 13F-HR | 5/13/2022 | 000108514622002085 |
| Q4 2021 | 152 | 575,906 | SPY, SPTM, VTV, QQQ | 13F-HR | 2/14/2022 | 000108514622001040 |
| Q3 2021 | 149 | 517,892 | SPY, SPTM, VTV, SRLN | 13F-HR | 11/15/2021 | 000108514621003310 |
| Q2 2021 | 146 | 525,797 | SPY, SPTM, VTV, AGG | 13F-HR | 8/16/2021 | 000108514621002570 |
| Q1 2021 | 141 | 451,738 | SPY, SPTM, VTV, QQQ | 13F-HR | 5/14/2021 | 000108514621001685 |
| Q4 2020 | 130 | 438,463 | SPY, SPTM, QUAL, QQQ | 13F-HR | 2/16/2021 | 000108514621000777 |
| Q3 2020 | 128 | 425,192 | SPY, SPTM, SPLG, QUAL | RESTATEMENT | 11/16/2020 | 000108514620003024 |
| Q2 2020 | 123 | 368,700 | SPY, SPTM, SPLG, QUAL | 13F-HR | 8/5/2020 | 000108514620002009 |
| Q1 2020 | 116 | 288,822 | SPY, SPTM, SPLG, QUAL | 13F-HR | 5/7/2020 | 000108514620001324 |
| Q4 2019 | 125 | 430,119 | SPY, SPTM, SPLG, MDY | 13F-HR | 1/31/2020 | 000108514620000343 |
| Q3 2019 | 125 | 398,879 | SPY, SPTM, SPLG, MDY | 13F-HR | 11/25/2019 | 000108514619003042 |
| Q2 2019 | 127 | 532,345 | SPY, SPTM, SPLG, MDY | 13F-HR | 8/5/2019 | 000108514619002069 |
| Q1 2019 | 124 | 516,014 | SPY, SPTM, SPLG, MDY | 13F-HR | 4/29/2019 | 000108514619001269 |
| Q4 2018 | 123 | 459,657 | SPY, SPTM, SPLG, MDY | 13F-HR | 2/7/2019 | 000108514619000391 |
| Q3 2018 | 127 | 442,761 | SPY, SPTM, SPLG, MDY | 13F-HR | 10/16/2018 | 000108514618002332 |
| Q2 2018 | 128 | 444,578 | SPY, SPTM, SPLG, MDY | 13F-HR | 8/2/2018 | 000108514618001804 |
| Q1 2018 | 113 | 406,075 | SPY, SPTM, SPLG, MDY | 13F-HR | 5/1/2018 | 000108514618001186 |
| Q4 2017 | 108 | 426,073 | SPY, SPTM, SPLG, MDY | 13F-HR | 2/14/2018 | 000108514618000778 |
| Q3 2017 | 111 | 430,582 | SPY, SPTM, SPLG, MDY | 13F-HR | 11/13/2017 | 000108514617002317 |
| Q2 2017 | 107 | 409,539 | SPY, SPTM, SPLG, MDY | 13F-HR | 8/14/2017 | 000108514617001824 |
| Q1 2017 | 106 | 385,463 | SPY, SPTM, SPLG, MDY | 13F-HR | 5/8/2017 | 000108514617001126 |
| Q4 2016 | 104 | 352,592 | SPY, SPTM, SPLG, MDY | RESTATEMENT | 2/17/2017 | 000108514617000825 |