| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 868 | 3,318,143 | VTI, QQQ, IVV, STIP | 13F-HR | 10/10/2024 | 000108514624004785 |
| Q2 2024 | 823 | 3,030,799 | VTI, QQQ, IVV, STIP | 13F-HR | 7/31/2024 | 000108514624003376 |
| Q1 2024 | 787 | 2,899,267 | VTI, QQQ, IVV, STIP | 13F-HR | 4/24/2024 | 000108514624001983 |
| Q4 2023 | 753 | 2,577,869 | VTI, IVV, QQQ, STIP | 13F-HR | 1/18/2024 | 000108514624000293 |
| Q3 2023 | 702 | 2,227,118 | VTI, IVV, QQQ, STIP | 13F-HR | 10/13/2023 | 000108514623003721 |
| Q2 2023 | 665 | 2,222,885 | VTI, QQQ, IVV, STIP | 13F-HR | 7/17/2023 | 000108514623002725 |
| Q1 2023 | 639 | 2,006,318 | VTI, QQQ, IVV, STIP | 13F-HR | 4/19/2023 | 000108514623001753 |
| Q4 2022 | 574 | 1,791,284 | BIL, VTI, SHY, STIP | 13F-HR | 1/18/2023 | 000108514623000195 |
| Q3 2022 | 711 | 1,883,218 | SHY, VTI, BSV, AAPL | 13F-HR | 10/18/2022 | 000108514622003491 |
| Q2 2022 | 540 | 1,587,360 | SHY, VTI, BSV, STIP | 13F-HR | 7/15/2022 | 000108514622002412 |
| Q1 2022 | 545 | 1,479,656 | VTI, IVV, BSV, SPY | 13F-HR | 4/14/2022 | 000108514622001415 |
| Q4 2021 | 556 | 1,608,558 | QQQ, IVV, VTI, SPY | 13F-HR | 1/18/2022 | 000108514622000147 |
| Q3 2021 | 512 | 1,442,277 | VTI, QQQ, IVV, BSV | 13F-HR | 10/14/2021 | 000108514621002797 |
| Q2 2021 | 545 | 1,388,343 | VTI, IVV, QQQ, IEFA | 13F-HR | 7/19/2021 | 000108514621002028 |
| Q1 2021 | 480 | 1,201,066 | VTI, IVV, QQQ, IEFA | 13F-HR | 5/12/2021 | 000108514621001568 |
| Q4 2020 | 410 | 1,044,796 | VTI, IVV, QQQ, IEFA | 13F-HR | 1/19/2021 | 000108514621000171 |
| Q3 2020 | 330 | 890,377 | VTI, IVV, QQQ, BSV | 13F-HR | 10/23/2020 | 000108514620002621 |
| Q2 2020 | 296 | 776,604 | VTI, IVV, QQQ, BSV | 13F-HR | 7/15/2020 | 000108514620001791 |
| Q1 2020 | 177 | 623,913 | IEI, VTI, BSV, TIP | 13F-HR | 4/9/2020 | 000108514620001061 |
| Q4 2019 | 158 | 685,472 | IVV, VTI, BSV, QQQ | 13F-HR | 1/17/2020 | 000108514620000173 |
| Q3 2019 | 144 | 615,803 | IVV, VTI, BSV, TIP | 13F-HR | 10/17/2019 | 000108514619002562 |
| Q2 2019 | 141 | 585,529 | IVV, VTI, BSV, TIP | 13F-HR | 7/15/2019 | 000108514619001886 |
| Q1 2019 | 130 | 545,925 | IVV, VTI, BSV, QQQ | 13F-HR | 4/12/2019 | 000108514619001167 |
| Q4 2018 | 119 | 441,273 | IEI, TIP, VEA, VGK | 13F-HR | 1/18/2019 | 000108514619000191 |
| Q3 2018 | 115 | 394,883 | SPY, QQQ, TIP, VGK | 13F-HR | 10/12/2018 | 000108514618002321 |
| Q2 2018 | 115 | 368,018 | SPY, TIP, QQQ, VGK | 13F-HR | 7/12/2018 | 000108514618001682 |
| Q1 2018 | 114 | 349,957 | SPY, TIP, VGK, QQQ | 13F-HR | 4/17/2018 | 000108514618001096 |
| Q4 2017 | 112 | 337,463 | SPY, VGK, QQQ, VEA | 13F-HR | 1/23/2018 | 000108514618000190 |
| Q3 2017 | 78 | 267,319 | SPY, VGK, QQQ, VEA | 13F-HR | 10/17/2017 | 000108514617002073 |
| Q2 2017 | 69 | 238,244 | SPY, VGK, QQQ, VEA | 13F-HR | 8/4/2017 | 000108514617001644 |
| Q4 2016 | 70 | 195,381 | SPY, VGK, QQQ, VEA | 13F-HR | 2/17/2017 | 000108514617000823 |