| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 136 | 377,925 | SPY, IJH, SPLG, IJJ | 13F-HR | 4/30/2025 | 000183480225000001 |
| Q4 2024 | 127 | 356,900 | SPY, IJH, IJJ, SPLG | 13F-HR | 2/6/2025 | 000183566925000002 |
| Q3 2024 | 122 | 363,286 | SPY, IJH, IJJ, SPLG | 13F-HR | 10/21/2024 | 000183566924000008 |
| Q2 2024 | 124 | 368,935 | SPY, IJH, IJJ, SPLG | 13F-HR | 7/26/2024 | 000183566924000004 |
| Q1 2024 | 124 | 386,140 | SPY, IJH, IJJ, GLDM | 13F-HR | 4/23/2024 | 000183480224000002 |
| Q4 2023 | 79 | 286,437 | SPY, IJH, IJJ, AAPL | 13F-HR | 2/8/2024 | 000183480224000001 |
| Q3 2023 | 116 | 510,498 | SPY, IJH, IJJ, TJX | 13F-HR | 2/7/2024 | 000159261324000002 |
| Q2 2023 | 93 | 375,721 | SPY, SPLG, IJH, IJJ | 13F-HR | 8/7/2023 | 000183480223000005 |
| Q1 2023 | 128 | 376,201 | SPY, SPLG, IJH, IJJ | 13F-HR | 5/15/2023 | 000183480223000004 |
| Q4 2022 | 129 | 372,352 | IJH, SPLG, SPY, CVX | 13F-HR | 2/10/2023 | 000183480223000001 |
| Q3 2022 | 131 | 361,866 | IJH, SPLG, SPY, SHY | 13F-HR | 11/16/2022 | 000183480222000005 |
| Q2 2022 | 145 | 406,342 | SPY, IJH, SHY, SPLG | 13F-HR | 8/5/2022 | 000183480222000004 |
| Q1 2022 | 147 | 480,744 | SPY, IJH, SHY, NEM | 13F-HR | 5/16/2022 | 000183480222000003 |
| Q3 2021 | 180 | 450,038 | IJH, SPY, SHY, EEM | 13F-HR | 11/3/2021 | 000183480221000006 |
| Q2 2021 | 166 | 421,317 | IJH, SPY, EEM, QQQ | 13F-HR | 7/21/2021 | 000183480221000005 |
| Q1 2021 | 66 | 133,669 | AAPL, BAC, TGT, MSFT | NEW HOLDINGS | 5/17/2021 | 000183480221000004 |
| Q1 2021 | 90 | 347 | IJH, SPY, SHY, BSV | 13F-HR | 5/13/2021 | 000183480221000002 |
| Q4 2020 | 160 | 368,458 | IJH, SPY, QQQ, LLY | 13F-HR | 1/28/2021 | 000177603321000002 |
| Q3 2020 | 179 | 377,019 | SPY, IJH, QQQ, SHY | 13F-HR | 12/29/2020 | 000183480220000003 |
| Q2 2020 | 181 | 359,072 | IJH, SPY, QQQ, AAPL | 13F-HR | 12/23/2020 | 000183480220000002 |
| Q1 2020 | 156 | 294,489 | SPY, IJH, QQQ, SHY | 13F-HR | 12/18/2020 | 000183480220000001 |
| Q4 2019 | 182 | 379,544 | SPY, IJH, IWM, QQQ | 13F-HR | 1/27/2021 | 000183480221000001 |