| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2021 | 69 | 267,208 | IVV, VEA, SCHX, IJH | 13F-HR | 1/13/2022 | 000169822022000001 |
| Q3 2021 | 68 | 240,720 | IVV, VEA, SCHX, MSFT | 13F-HR | 10/15/2021 | 000169822021000011 |
| Q2 2021 | 69 | 243,253 | IVV, VEA, SCHX, MSFT | 13F-HR | 7/14/2021 | 000169822021000010 |
| Q1 2021 | 65 | 228,097 | IVV, VEA, SCHX, MSFT | 13F-HR | 4/20/2021 | 000169822021000009 |
| Q4 2020 | 65 | 217,048 | IVV, VEA, SCHX, MSFT | 13F-HR | 1/25/2021 | 000169822021000002 |
| Q3 2020 | 65 | 190,480 | IVV, VEA, SCHX, MSFT | 13F-HR | 11/5/2020 | 000169822020000005 |
| Q2 2020 | 62 | 171,228 | IVV, VEA, MSFT, SCHX | 13F-HR | 7/20/2020 | 000169822020000004 |
| Q1 2020 | 60 | 139,121 | IVV, VEA, MSFT, SCHX | 13F-HR | 4/15/2020 | 000169822020000002 |
| Q4 2019 | 61 | 172,687 | IVV, VEA, SCHX, MSFT | 13F-HR | 2/11/2020 | 000169822020000001 |
| Q3 2019 | 60 | 158,124 | IVV, VEA, SCHX, MSFT | 13F-HR | 10/30/2019 | 000169822019000005 |
| Q2 2019 | 7 | 1,277 | AAPL, WWD, SCHC, CTVA | NEW HOLDINGS | 10/31/2019 | 000169822019000007 |
| Q2 2019 | 53 | 155,436 | IVV, VEA, SCHX, MSFT | 13F-HR | 7/31/2019 | 000169822019000004 |
| Q1 2019 | 2 | 155 | PLXP, TILT.NE | NEW HOLDINGS | 10/31/2019 | 000169822019000006 |
| Q1 2019 | 57 | 149,160 | IVV, VEA, SCHX, MSFT | 13F-HR | 5/10/2019 | 000169822019000003 |
| Q4 2018 | 57 | 130,082 | IVV, VEA, SCHX, MSFT | 13F-HR | 1/28/2019 | 000169822019000001 |
| Q3 2018 | 60 | 144,637 | IVV, VEA, SCHX, MSFT | 13F-HR | 10/10/2018 | 000169822018000005 |
| Q2 2018 | 62 | 136,515 | IVV, VEA, SCHX, MSFT | 13F-HR | 7/17/2018 | 000169822018000004 |
| Q1 2018 | 59 | 128,669 | IVV, VEA, MSFT, SCHX | 13F-HR | 4/16/2018 | 000169822018000003 |
| Q4 2017 | 65 | 132,870 | IVV, VEA, MSFT, SCHX | RESTATEMENT | 1/18/2018 | 000169822018000002 |
| Q3 2017 | 60 | 122,100 | IVV, VEA, SCHX, MSFT | 13F-HR | 10/18/2017 | 000169822017000005 |
| Q2 2017 | 57 | 117,156 | IVV, VEA, SCHX, MSFT | 13F-HR | 7/18/2017 | 000169822017000004 |
| Q1 2017 | 57 | 108,488 | IVV, VEA, SCHX, MSFT | 13F-HR | 4/17/2017 | 000169822017000003 |
| Q4 2016 | 58 | 101,498 | IVV, VEA, SCHX, MSFT | 13F-HR | 2/16/2017 | 000169822017000001 |