| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 135 | 998,898 | VOO, SPTI, VYM, SPTL | 13F-HR | 4/29/2025 | 000106299325008163 |
| Q4 2024 | 133 | 954,039 | VOO, VYM, SPTI, VUG | 13F-HR | 2/3/2025 | 000106299325001456 |
| Q3 2024 | 136 | 889,048 | VOO, VYM, SPTI, IJR | 13F-HR | 11/5/2024 | 000106299324018290 |
| Q2 2024 | 132 | 802,189 | VOO, VYM, IJR, SPTI | 13F-HR | 8/12/2024 | 000106299324014809 |
| Q1 2024 | 130 | 753,048 | VOO, IJR, VYM, VUG | 13F-HR | 4/25/2024 | 000106299324008785 |
| Q4 2023 | 114 | 661,310 | VOO, IJR, VYM, TLT | 13F-HR | 2/5/2024 | 000106299324001952 |
| Q3 2023 | 101 | 562,052 | VOO, IJR, VYM, TLT | 13F-HR | 10/20/2023 | 000106299323019596 |
| Q2 2023 | 93 | 552,650 | VOO, IJR, VYM, TLT | 13F-HR | 8/2/2023 | 000106299323015635 |
| Q1 2023 | 89 | 521,073 | VOO, IJR, VYM, TLT | 13F-HR | 5/2/2023 | 000106299323009894 |
| Q4 2022 | 89 | 485,257 | VOO, IJR, VYM, IEF | 13F-HR | 2/8/2023 | 000106299323002427 |
| Q3 2022 | 73 | 426,768 | VOO, IJR, IEF, VYM | 13F-HR | 10/31/2022 | 000106299322021245 |
| Q2 2022 | 76 | 428,498 | VOO, IJR, IEF, VYM | 13F-HR | 7/27/2022 | 000106299322016758 |
| Q1 2022 | 77 | 471,699 | VOO, IJR, IEF, TLT | 13F-HR | 5/3/2022 | 000106299322011347 |
| Q4 2021 | 78 | 476,129 | VOO, IEF, VNQ, TLT | 13F-HR | 2/1/2022 | 000106299322001946 |
| Q3 2021 | 71 | 408,319 | VOO, IEF, VNQ, TLT | 13F-HR | 11/3/2021 | 000106299321010173 |
| Q2 2021 | 69 | 385,742 | VOO, VNQ, IEF, VIOO | 13F-HR | 8/2/2021 | 000106299321006894 |
| Q1 2021 | 62 | 339,208 | VOO, VIOO, IEF, VNQ | 13F-HR | 4/26/2021 | 000106299321003819 |
| Q4 2020 | 52 | 298,116 | VOO, VIOO, IEF, IEI | 13F-HR | 1/29/2021 | 000106299321000697 |
| Q3 2020 | 51 | 280,480 | VOO, IEF, IEI, TLT | 13F-HR | 10/27/2020 | 000106299320005187 |
| Q2 2020 | 44 | 251,045 | IEF, VOO, IEI, TLT | 13F-HR | 10/27/2020 | 000106299320005173 |
| Q1 2020 | 41 | 215,683 | IEF, TLT, IEI, VNQ | 13F-HR | 11/2/2020 | 000106299320005313 |
| Q4 2019 | 35 | 224,432 | VNQ, IEI, IEF, TLT | 13F-HR | 11/2/2020 | 000106299320005315 |
| Q3 2019 | 35 | 193,403 | VNQ, IEI, IEF, TLT | 13F-HR | 11/2/2020 | 000106299320005317 |
| Q2 2019 | 35 | 179,481 | VNQ, IEI, IEF, TLT | 13F-HR | 11/2/2020 | 000106299320005319 |
| Q1 2019 | 32 | 140,393 | VNQ, IEF, IEI, TLT | 13F-HR | 11/2/2020 | 000106299320005321 |
| Q4 2018 | 31 | 113,241 | IEF, VNQ, TLT, IEI | 13F-HR | 11/2/2020 | 000106299320005324 |