| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 100 | 412,352 | VOO, AGG, VTI, VEA | 13F-HR | 10/11/2024 | 000108514624004844 |
| Q2 2024 | 97 | 383,204 | VOO, AGG, VTI, VEA | 13F-HR | 8/1/2024 | 000108514624003421 |
| Q1 2024 | 97 | 369,118 | VOO, AGG, VTI, VEA | 13F-HR | 4/15/2024 | 000108514624001802 |
| Q4 2023 | 97 | 343,507 | VOO, AGG, VTI, VEA | 13F-HR | 1/9/2024 | 000108514624000127 |
| Q3 2023 | 92 | 196,895 | VTI, IJR, VTV, IJH | 13F-HR | 10/11/2023 | 000108514623003700 |
| Q2 2023 | 99 | 205,226 | IJR, VTV, VTI, IJH | 13F-HR | 7/11/2023 | 000108514623002636 |
| Q1 2023 | 94 | 188,970 | IJR, VTV, IJH, VTI | 13F-HR | 4/18/2023 | 000108514623001737 |
| Q4 2022 | 436 | 246,728 | IWD, JAAA, RHS, IJR | 13F-HR | 1/20/2023 | 000139834423000776 |
| Q3 2022 | 138 | 177,454 | IWD, JAAA, IJR, RHS | 13F-HR | 10/27/2022 | 000139834422020807 |
| Q2 2022 | 124 | 185,463 | IWD, JAAA, IJR, IJH | 13F-HR | 7/14/2022 | 000139834422013376 |
| Q1 2022 | 133 | 205,719 | IJH, IJR, JAAA, VTI | RESTATEMENT | 4/19/2022 | 000139834422007525 |
| Q4 2021 | 146 | 239,591 | BSV, IJH, VTI, IWD | 13F-HR | 1/31/2022 | 000139834422001554 |
| Q3 2021 | 155 | 229,949 | BSV, IJH, VTI, IWD | 13F-HR | 10/12/2021 | 000139834421019798 |
| Q2 2021 | 159 | 235,856 | BSV, IJH, VTI, IWD | 13F-HR | 7/14/2021 | 000139834421014382 |
| Q1 2021 | 154 | 224,308 | BSV, IJH, VTI, IWD | 13F-HR | 4/20/2021 | 000139834421008266 |
| Q4 2020 | 134 | 191,889 | IJH, PTON, VTI, BSV | 13F-HR | 1/25/2021 | 000139834421001247 |
| Q3 2020 | 138 | 173,131 | IJH, PTON, BSV, VTI | 13F-HR | 10/13/2020 | 000139834420019967 |
| Q2 2020 | 130 | 183,951 | IJH, BSV, VTI, SMLV | 13F-HR | 7/13/2020 | 000139834420013662 |
| Q1 2020 | 135 | 145,059 | IJH, BSV, VTI, SMLV | 13F-HR | 4/14/2020 | 000139834420007944 |
| Q4 2019 | 141 | 181,304 | IJH, BSV, IJR, VTI | 13F-HR | 1/16/2020 | 000139834420000858 |
| Q3 2019 | 94 | 164,735 | IJH, BSV, IJR, VTI | 13F-HR | 10/11/2019 | 000139834419017757 |
| Q2 2019 | 92 | 163,557 | IJH, BSV, IJR, VTI | 13F-HR | 7/11/2019 | 000139834419011838 |
| Q1 2019 | 91 | 158,849 | IJH, BSV, IJR, VTI | 13F-HR | 4/15/2019 | 000139834419006586 |
| Q4 2018 | 92 | 151,359 | IJH, BSV, VTI, RHS | 13F-HR | 1/11/2019 | 000139834419000565 |
| Q3 2018 | 89 | 151,694 | IJH, BSV, IJR, VTI | 13F-HR | 10/15/2018 | 000139834418014925 |
| Q2 2018 | 89 | 130,778 | IJH, BSV, VTI, RHS | 13F-HR | 7/16/2018 | 000139834418010096 |
| Q1 2018 | 77 | 113,181 | IJH, BSV, XLP, VTI | 13F-HR | 4/17/2018 | 000139834418005643 |
| Q4 2017 | 79 | 135,097 | IJH, BSV, VNQ, XLP | RESTATEMENT | 1/19/2018 | 000139834418000732 |
| Q3 2017 | 76 | 124,178 | IJH, BSV, VNQ, XLP | 13F-HR | 12/8/2017 | 000139834417015690 |
| Q2 2017 | 74 | 125,531 | IJH, BSV, VNQ, XLP | 13F-HR | 12/8/2017 | 000139834417015693 |
| Q1 2017 | 81 | 129,317 | IJH, BSV, BND, XLP | 13F-HR | 12/8/2017 | 000139834417015699 |
| Q4 2016 | 86 | 124,742 | IJH, BSV, BND, XLP | 13F-HR | 12/8/2017 | 000139834417015694 |
| Q3 2016 | 85 | 123,028 | IJH, BSV, XLP, BND | 13F-HR | 12/8/2017 | 000139834417015700 |
| Q2 2016 | 88 | 118,238 | IJH, XLP, BSV, BND | 13F-HR | 12/8/2017 | 000139834417015704 |
| Q1 2016 | 90 | 104,390 | XLP, IJH, BSV, BND | 13F-HR | 12/8/2017 | 000139834417015705 |
| Q4 2015 | 88 | 97,370 | XLP, BSV, IJH, BND | 13F-HR | 12/11/2017 | 000139834417015742 |
| Q3 2015 | 83 | 79,801 | XLP, BSV, IJH, BND | 13F-HR | 12/8/2017 | 000139834417015688 |
| Q2 2015 | 89 | 78,472 | XLP, BSV, VNQ, XLV | 13F-HR | 12/8/2017 | 000139834417015710 |
| Q1 2015 | 86 | 65,772 | XLP, XLV, VNQ, EPD | 13F-HR | 12/8/2017 | 000139834417015707 |
| Q4 2014 | 73 | 56,935 | XLP, XLV, EPD, MUH | 13F-HR | 12/8/2017 | 000139834417015696 |