| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 113 | 158,869 | IVV, IJH, QQQ, DFAE | 13F-HR | 4/8/2025 | 000173872025000002 |
| Q4 2024 | 112 | 156,043 | IVV, IJH, QQQ, CALF | 13F-HR | 1/10/2025 | 000173872025000001 |
| Q3 2024 | 115 | 153,877 | IVV, IJH, QQQ, CALF | 13F-HR | 10/10/2024 | 000173872024000005 |
| Q2 2024 | 120 | 146,342 | IVV, IJH, QQQ, CALF | 13F-HR | 7/12/2024 | 000173872024000003 |
| Q1 2024 | 124 | 142,664 | IVV, IJH, QQQ, CALF | 13F-HR | 4/2/2024 | 000173872024000002 |
| Q4 2023 | 121 | 124,136 | IVV, IJH, QQQ, CALF | 13F-HR | 1/10/2024 | 000173872024000001 |
| Q3 2023 | 132 | 113,957 | IVV, QQQ, IJH, CALF | 13F-HR | 10/10/2023 | 000173872023000005 |
| Q2 2023 | 124 | 119,058 | IVV, QQQ, IJH, AGG | 13F-HR | 7/6/2023 | 000173872023000003 |
| Q1 2023 | 130 | 115,914 | IVV, QQQ, AGG, IJH | 13F-HR | 4/5/2023 | 000173872023000002 |
| Q4 2022 | 121 | 115,219 | IVV, AGG, IJH, QQQ | 13F-HR | 1/6/2023 | 000173872023000001 |
| Q3 2022 | 119 | 91,704 | IVV, QQQ, IJH, IEMG | 13F-HR | 10/7/2022 | 000173872022000004 |
| Q2 2022 | 109 | 86,211 | IVV, QQQ, IEMG, IJH | 13F-HR | 7/11/2022 | 000173872022000003 |
| Q1 2022 | 121 | 85,137 | IVV, IEMG, IJH, QQQ | 13F-HR | 4/12/2022 | 000173872022000002 |
| Q4 2021 | 102 | 98,793 | IVV, QQQ, IJH, IEMG | 13F-HR | 1/11/2022 | 000173872022000001 |
| Q3 2021 | 107 | 102,408 | IVV, QQQ, IBB, IJH | 13F-HR | 10/12/2021 | 000173872021000005 |
| Q2 2021 | 104 | 107,003 | IVV, QQQ, IBB, IJH | 13F-HR | 7/13/2021 | 000173872021000004 |
| Q1 2021 | 100 | 101,598 | IVV, QQQ, IJH, IBB | 13F-HR | 4/27/2021 | 000173872021000003 |
| Q4 2020 | 103 | 86,265 | IVV, QQQ, TLT, IBB | 13F-HR | 1/15/2021 | 000173872021000002 |
| Q3 2020 | 91 | 66,120 | IVV, QQQ, GOVT, IJH | 13F-HR | 10/15/2020 | 000173872020000004 |
| Q2 2020 | 91 | 70,383 | IVV, IJH, QQQ, GOVT | 13F-HR | 7/15/2020 | 000173872020000003 |
| Q1 2020 | 100 | 63,328 | IVV, IJH, GOVT, QQQ | 13F-HR | 4/16/2020 | 000173872020000002 |
| Q4 2019 | 96 | 68,187 | IVV, IJH, GOVT, IJR | 13F-HR | 1/23/2020 | 000173872020000001 |
| Q3 2019 | 98 | 60,615 | IVV, IJH, GOVT, IJR | 13F-HR | 10/24/2019 | 000173872019000004 |
| Q2 2019 | 114 | 135,967 | IVV, VOO, GOVT, IJH | 13F-HR | 7/26/2019 | 000173872019000003 |
| Q1 2019 | 117 | 130,055 | IVV, VOO, JPST, IJH | 13F-HR | 4/22/2019 | 000173872019000002 |
| Q4 2018 | 116 | 120,435 | IVV, VOO, JPST, IBB | 13F-HR | 1/23/2019 | 000173872019000001 |
| Q3 2018 | 98 | 105,737 | IVV, VOO, IBB, IJH | 13F-HR | 10/24/2018 | 000173872018000005 |
| Q2 2018 | 96 | 120,589 | IVV, VOO, IEFA, IBB | 13F-HR | 7/6/2018 | 000173872018000004 |
| Q1 2018 | 102 | 121,904 | IVV, VOO, IEFA, IBB | 13F-HR | 4/30/2018 | 000173872018000003 |
| Q4 2017 | 120 | 114,248 | IVV, IEFA, IBB, IJH | 13F-HR | 4/27/2018 | 000173872018000002 |