| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 158 | 410,393 | SPY, JPST, IEFA, IEI | 13F-HR | 4/17/2025 | 000110465925036078 |
| Q4 2024 | 159 | 430,024 | SPY, JPST, IEFA, AAPL | 13F-HR | 1/22/2025 | 000110465925005173 |
| Q3 2024 | 154 | 426,299 | SPY, JPST, IEFA, IEI | 13F-HR | 10/18/2024 | 000110465924109736 |
| Q2 2024 | 141 | 397,819 | SPY, JPST, IEFA, MSFT | 13F-HR | 7/12/2024 | 000110465924079407 |
| Q1 2024 | 144 | 402,519 | SPY, JPST, IEFA, IEI | 13F-HR | 4/24/2024 | 000110465924051165 |
| Q4 2023 | 140 | 377,780 | SPY, IEFA, IEI, AAPL | 13F-HR | 1/22/2024 | 000110465924005565 |
| Q3 2023 | 133 | 347,400 | SPY, IEI, IEFA, AAPL | 13F-HR | 11/1/2023 | 000110465923113378 |
| Q2 2023 | 132 | 362,116 | SPY, IEI, IEFA, AAPL | 13F-HR | 7/12/2023 | 000110465923080236 |
| Q1 2023 | 133 | 336,500 | SPY, IEFA, JPST, AAPL | 13F-HR | 4/11/2023 | 000110465923044025 |
| Q4 2022 | 134 | 326,993 | SPY, JPST, IEFA, IEI | 13F-HR | 2/2/2023 | 000110465923009880 |
| Q3 2022 | 139 | 326,971 | SPY, JPST, AAPL, IEI | 13F-HR | 11/7/2022 | 000110465922115375 |
| Q2 2022 | 134 | 343,282 | SPY, JPST, IEI, AAPL | 13F-HR | 7/15/2022 | 000110465922080158 |
| Q1 2022 | 139 | 421,063 | SPY, IGIB, AAPL, JPST | 13F-HR | 4/21/2022 | 000110465922048155 |
| Q4 2021 | 130 | 451,230 | SPY, IGIB, AAPL, MSFT | 13F-HR | 1/28/2022 | 000110465922008751 |
| Q3 2021 | 124 | 409,910 | SPY, IGIB, IEI, AAPL | 13F-HR | 10/14/2021 | 000110465921126110 |
| Q2 2021 | 125 | 413,943 | SPY, IGIB, AAPL, IEI | 13F-HR | 7/26/2021 | 000110465921095709 |
| Q1 2021 | 125 | 398,081 | SPY, IGIB, JPST, IEI | 13F-HR | 4/19/2021 | 000110465921051695 |
| Q4 2020 | 125 | 401,367 | SPY, IGIB, JPST, AAPL | 13F-HR | 1/27/2021 | 000110465921008107 |
| Q3 2020 | 131 | 376,412 | SPY, IGIB, VCSH, AAPL | 13F-HR | 11/12/2020 | 000110465920124258 |