| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 543 | 2,074,719 | IVV, URTH, SPTI, SCHV | 13F-HR | 4/15/2024 | 000173708924000003 |
| Q4 2023 | 524 | 1,870,257 | IVV, SGOV, SPTI, TLT | 13F-HR | 1/12/2024 | 000173708924000001 |
| Q3 2023 | 479 | 1,815,755 | IVV, SPTI, JAAA, BSV | 13F-HR | 10/17/2023 | 000173708923000005 |
| Q2 2023 | 507 | 1,930,847 | IVV, SPTI, VO, AAPL | 13F-HR | 7/26/2023 | 000173708923000004 |
| Q1 2023 | 475 | 1,878,135 | IVV, SPTI, VO, SCHV | 13F-HR | 5/4/2023 | 000173708923000003 |
| Q4 2022 | 500 | 1,645,906 | IVV, SPTI, VO, IEFA | 13F-HR | 2/3/2023 | 000173708923000002 |
| Q3 2022 | 455 | 1,440,689 | IVV, SPTI, VO, IUSG | 13F-HR | 11/4/2022 | 000173708922000007 |
| Q2 2022 | 1,172 | 1,324,963 | IVV, USMV, MUB, VO | 13F-HR | 8/2/2022 | 000173708922000006 |
| Q1 2022 | 368 | 1,248,988 | IVV, VO, VV, SPTI | 13F-HR | 5/9/2022 | 000173708922000005 |
| Q4 2021 | 334 | 1,257,557 | IVV, VO, SPTI, VV | 13F-HR | 1/18/2022 | 000173708922000001 |
| Q3 2021 | 960 | 1,223,950 | SPTI, IVV, VO, BNDX | 13F-HR | 11/10/2021 | 000173708921000005 |
| Q2 2021 | 956 | 1,217,417 | IVV, SPTI, VO, BNDX | 13F-HR | 8/4/2021 | 000173708921000004 |
| Q1 2021 | 868 | 1,118,883 | VO, SPTI, IVV, VV | 13F-HR | 4/15/2021 | 000173708921000003 |
| Q4 2020 | 855 | 1,038,240 | IVV, VO, SPTI, VV | 13F-HR | 1/12/2021 | 000173708921000001 |
| Q3 2020 | 873 | 926,558 | IVV, SPTI, VV, VO | 13F-HR | 10/13/2020 | 000173708920000007 |
| Q2 2020 | 854 | 761,046 | VV, IVV, SPLG, VO | 13F-HR | 8/6/2020 | 000173708920000006 |
| Q1 2020 | 768 | 613,025 | SPLG, VV, VO, GBIL | 13F-HR | 4/29/2020 | 000173708920000005 |
| Q4 2019 | 728 | 572,991 | SPLV, ITOT, SDY, URTH | 13F-HR | 1/21/2020 | 000173708920000001 |
| Q3 2019 | 788 | 618,736 | SPLV, ITOT, URTH, SDY | 13F-HR | 10/10/2019 | 000173708919000005 |
| Q2 2019 | 941 | 630,078 | SPLV, ITOT, IUSB, XMLV | 13F-HR | 7/17/2019 | 000173708919000004 |
| Q1 2019 | 778 | 567,039 | XMLV, IUSB, URTH, XSLV | 13F-HR | 4/3/2019 | 000173708919000003 |
| Q4 2018 | 532 | 473,632 | SPTM, XMLV, LVHD, IUSB | 13F-HR | 1/14/2019 | 000173708919000001 |
| Q3 2018 | 338 | 302,591 | ITOT, XMLV, GSLC, SDY | 13F-HR | 10/9/2018 | 000173708918000004 |
| Q2 2018 | 314 | 270,676 | ITOT, XMLV, IVV, SDY | NEW HOLDINGS | 7/12/2018 | 000173708918000002 |
| Q2 2018 | 239 | 155,247 | ITOT, XMLV, URTH, IUSB | 13F-HR | 7/12/2018 | 000173708918000001 |