| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 705 | 3,508,719 | SPY, IJR, IJH, IEMG | 13F-HR | 10/10/2024 | 000172264124000006 |
| Q2 2024 | 678 | 3,199,953 | SPY, IJR, IEMG, AAPL | 13F-HR | 7/10/2024 | 000172264124000004 |
| Q1 2024 | 667 | 2,790,463 | SPY, IJR, IEMG, RSP | RESTATEMENT | 4/25/2024 | 000172264124000003 |
| Q4 2023 | 671 | 2,476,873 | SPY, IJR, RSP, AAPL | 13F-HR | 1/29/2024 | 000172264124000001 |
| Q3 2023 | 646 | 2,195,036 | SPY, IJR, RSP, AAPL | 13F-HR | 10/19/2023 | 000172264123000007 |
| Q2 2023 | 613 | 2,188,967 | SPY, IJR, AAPL, RSP | 13F-HR | 7/14/2023 | 000172264123000006 |
| Q1 2023 | 640 | 2,076,398 | SPY, IJR, RSP, AAPL | 13F-HR | 4/17/2023 | 000172264123000004 |
| Q4 2022 | 565 | 1,823,044 | SPY, IJR, RSP, VCSH | 13F-HR | 2/9/2023 | 000172264123000003 |
| Q3 2022 | 510 | 1,568,549 | SPY, IJR, VCSH, RSP | 13F-HR | 10/31/2022 | 000172264122000004 |
| Q2 2022 | 513 | 1,593,389 | SPY, IJR, VCSH, RSP | 13F-HR | 8/3/2022 | 000172264122000003 |
| Q1 2022 | 643 | 1,967,955 | SPY, IJR, VCSH, AAPL | 13F-HR | 4/28/2022 | 000172264122000002 |
| Q4 2021 | 598 | 1,847,961 | SPY, IJR, VCSH, AAPL | 13F-HR | 1/7/2022 | 000172264122000001 |
| Q3 2021 | 583 | 1,749,769 | SPY, VCSH, IJR, AAPL | 13F-HR | 11/2/2021 | 000172264121000004 |
| Q2 2021 | 517 | 1,648,357 | SPY, IJR, VCSH, VWO | 13F-HR | 7/22/2021 | 000172264121000003 |
| Q1 2021 | 2,120 | 2,161,881 | SPY, IVV, AMZN, VCSH | 13F-HR | 4/12/2021 | 000172264121000002 |
| Q4 2020 | 1,776 | 1,945,217 | SPY, IVV, AMZN, VCSH | 13F-HR | 2/11/2021 | 000172264121000001 |
| Q3 2020 | 1,680 | 1,143,590 | SPY, VCSH, IJR, VWO | 13F-HR | 10/28/2020 | 000172264120000004 |
| Q2 2020 | 2,148 | 1,098,503 | SPY, VCSH, IJR, VWO | 13F-HR | 7/20/2020 | 000172264120000003 |
| Q1 2020 | 1,889 | 940,501 | SPY, VCSH, IJR, VWO | 13F-HR | 4/13/2020 | 000172264120000002 |
| Q4 2019 | 1,710 | 1,030,165 | SPY, IJR, VCSH, VWO | 13F-HR | 1/24/2020 | 000172264120000001 |
| Q3 2019 | 1,624 | 905,454 | SPY, VCSH, IJR, VWO | 13F-HR | 10/15/2019 | 000172264119000005 |
| Q2 2019 | 1,609 | 873,276 | SPY, IJR, VWO, VCSH | 13F-HR | 7/10/2019 | 000172264119000004 |
| Q1 2019 | 1,601 | 822,999 | SPY, VWO, IJR, VCSH | 13F-HR | 4/12/2019 | 000172264119000003 |
| Q4 2018 | 1,623 | 713,066 | SPY, VWO, VCSH, IJR | 13F-HR | 1/30/2019 | 000172264119000002 |
| Q3 2018 | 1,871 | 740,419 | SPY, VWO, VCSH, IJR | 13F-HR | 11/1/2018 | 000172264118000004 |
| Q2 2018 | 1,677 | 713,795 | SPY, VWO, VCSH, IJR | 13F-HR | 8/14/2018 | 000172264118000003 |
| Q1 2018 | 1,600 | 623,452 | SPY, VWO, VCSH, AAPL | 13F-HR | 4/12/2018 | 000172264118000002 |
| Q4 2017 | 1,490 | 609,321 | SPY, VWO, VCSH, AAPL | 13F-HR | 2/9/2018 | 000172264118000001 |
| Q3 2017 | 1,252 | 441,716 | SPY, VWO, VCSH, AAPL | RESTATEMENT | 11/15/2017 | 000172264117000002 |