| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 183 | 1,374,336 | IVV, IEI, VOO, VMBS | 13F-HR | 4/21/2025 | 000108514625002212 |
| Q4 2024 | 184 | 1,444,479 | IVV, VOO, IEI, QQQ | 13F-HR | 1/28/2025 | 000108514625000552 |
| Q3 2024 | 187 | 1,470,873 | IEI, IVV, VOO, VMBS | 13F-HR | 10/24/2024 | 000108514624005146 |
| Q2 2024 | 148 | 1,297,997 | IEI, VOO, AVGO, VMBS | 13F-HR | 7/19/2024 | 000108514624003119 |
| Q1 2024 | 146 | 1,346,234 | VOO, IEI, AVGO, VMBS | 13F-HR | 4/30/2024 | 000108514624002138 |
| Q4 2023 | 150 | 1,293,574 | IEI, VOO, VMBS, AVGO | 13F-HR | 2/12/2024 | 000108514624001022 |
| Q1 2022 | 306 | 2,238,320 | IVV, VOO, QQQ, VMBS | RESTATEMENT | 5/10/2022 | 000108514622001972 |
| Q4 2021 | 303 | 1,649,547 | IVV, VOO, QQQ, VMBS | RESTATEMENT | 2/14/2022 | 000108514622000967 |
| Q3 2021 | 153 | 1,352,026 | IVV, VOO, VMBS, QQQ | 13F-HR | 10/14/2021 | 000108514621002778 |
| Q2 2021 | 154 | 1,360,235 | IVV, VOO, VMBS, QQQ | 13F-HR | 7/16/2021 | 000108514621002003 |
| Q1 2021 | 67 | 703,143 | VOO, IVV, QQQ, VMBS | 13F-HR | 4/14/2021 | 000108514621001187 |
| Q4 2020 | 67 | 703,965 | VOO, IVV, QQQ, VMBS | 13F-HR | 1/14/2021 | 000108514621000114 |
| Q3 2020 | 59 | 611,487 | VOO, IVV, VEA, VMBS | 13F-HR | 10/13/2020 | 000108514620002470 |
| Q2 2020 | 59 | 612,351 | VOO, IVV, VEA, VMBS | 13F-HR | 7/15/2020 | 000108514620001785 |
| Q1 2020 | 58 | 544,594 | VOO, IVV, VEA, FLOT | 13F-HR | 4/23/2020 | 000108514620001187 |
| Q4 2019 | 55 | 640,068 | VOO, VEA, FLOT, VWO | 13F-HR | 1/14/2020 | 000108514620000132 |
| Q3 2019 | 53 | 613,837 | VOO, FLOT, VEA, VWO | 13F-HR | 10/18/2019 | 000108514619002589 |
| Q2 2019 | 56 | 639,467 | VEA, VOO, FLOT, VWO | 13F-HR | 7/11/2019 | 000108514619001851 |
| Q1 2019 | 56 | 629,910 | VEA, FLOT, VOO, IJH | 13F-HR | 4/26/2019 | 000108514619001261 |
| Q4 2018 | 51 | 604,578 | FLOT, VEA, VOO, AGG | 13F-HR | 2/12/2019 | 000108514619000584 |
| Q3 2018 | 61 | 792,269 | VEA, FLOT, VOO, IJH | 13F-HR | 11/7/2018 | 000108514618002529 |
| Q2 2018 | 57 | 824,758 | FLOT, VEA, VOO, IJH | 13F-HR | 7/19/2018 | 000108514618001716 |
| Q1 2018 | 56 | 838,714 | FLOT, VEA, VOO, IJH | 13F-HR | 4/24/2018 | 000108514618001141 |
| Q4 2017 | 55 | 833,165 | VEA, FLOT, VOO, IGSB | 13F-HR | 1/25/2018 | 000108514618000206 |
| Q3 2017 | 52 | 824,955 | FLOT, IGSB, VEA, VOO | 13F-HR | 10/11/2017 | 000108514617002030 |
| Q2 2017 | 53 | 809,900 | FLOT, IGSB, VEA, VOO | 13F-HR | 7/28/2017 | 000108514617001584 |