| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 209 | 989,676 | VOO, NVDA, IEFA, AAPL | 13F-HR | 5/13/2025 | 000180265525000004 |
| Q4 2024 | 163 | 977,870 | VOO, NVDA, IEFA, IWR | 13F-HR | 2/13/2025 | 000180265525000002 |
| Q3 2024 | 204 | 1,016,712 | VOO, NVDA, IEFA, IWR | 13F-HR | 11/14/2024 | 000180265524000008 |
| Q2 2024 | 199 | 962,008 | VOO, NVDA, IEFA, IWR | 13F-HR | 8/15/2024 | 000180265524000006 |
| Q1 2024 | 203 | 910,363 | VOO, IEFA, NVDA, IWR | 13F-HR | 5/13/2024 | 000180265524000004 |
| Q4 2023 | 204 | 845,917 | VOO, IEFA, IWR, NVDA | 13F-HR | 2/8/2024 | 000180265524000002 |
| Q3 2023 | 209 | 791,879 | VOO, IWR, IEFA, NVDA | 13F-HR | 11/14/2023 | 000180265523000013 |
| Q2 2023 | 230 | 932,288 | VOO, IWR, IEFA, AAPL | 13F-HR | 8/9/2023 | 000180265523000011 |
| Q1 2023 | 189 | 863,260 | VOO, IWR, IEFA, AAPL | 13F-HR | 5/11/2023 | 000180265523000009 |
| Q4 2022 | 170 | 820,713 | VOO, IWR, IEFA, IVE | 13F-HR | 2/9/2023 | 000180265523000002 |
| Q3 2022 | 149 | 775,521 | VOO, IWR, IEFA, IVE | 13F-HR | 11/3/2022 | 000180265522000010 |
| Q2 2022 | 144 | 861,421 | VOO, IWR, IEFA, IVE | 13F-HR | 8/4/2022 | 000180265522000008 |
| Q1 2022 | 171 | 1,097,093 | VOO, IWR, IEFA, IVE | 13F-HR | 5/2/2022 | 000180265522000005 |
| Q4 2021 | 158 | 1,155,334 | VOO, IWR, SUB, XLK | 13F-HR | 2/7/2022 | 000180265522000003 |
| Q3 2021 | 146 | 976,847 | VOO, IWR, XLK, IVE | 13F-HR | 11/5/2021 | 000180265521000011 |
| Q2 2021 | 141 | 798,629 | VOO, IWR, IVE, IEFA | 13F-HR | 8/6/2021 | 000180265521000009 |
| Q1 2021 | 129 | 700,621 | VOO, IWR, IEFA, IVW | 13F-HR | 5/6/2021 | 000180265521000007 |
| Q4 2020 | 127 | 679,410 | VOO, IWR, IVW, AAPL | 13F-HR | 2/12/2021 | 000180265521000005 |
| Q3 2020 | 158 | 612,982 | VOO, IWR, IEFA, IVW | 13F-HR | 11/6/2020 | 000180265520000009 |
| Q2 2020 | 107 | 447,043 | VOO, IWR, IEFA, IVW | 13F-HR | 8/3/2020 | 000180265520000007 |
| Q1 2020 | 107 | 350,532 | VOO, IEFA, IWR, IVW | 13F-HR | 4/28/2020 | 000180265520000005 |
| Q4 2019 | 115 | 452,802 | VOO, IEFA, IWR, IVW | 13F-HR | 2/13/2020 | 000180265520000003 |