| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 80 | 202,719 | IVV, CMF, IJH, VEA | 13F-HR | 2/8/2024 | 000108514624000909 |
| Q3 2023 | 74 | 180,136 | IVV, CMF, IJH, VEA | 13F-HR | 11/13/2023 | 000108514623004264 |
| Q2 2023 | 75 | 191,298 | IVV, CMF, IJH, VEA | 13F-HR | 7/31/2023 | 000108514623002982 |
| Q1 2023 | 71 | 184,754 | IVV, CMF, IJH, VEA | 13F-HR | 5/12/2023 | 000108514623002305 |
| Q4 2022 | 69 | 170,383 | IVV, CMF, VEA, IJH | 13F-HR | 2/28/2023 | 000108514623001440 |
| Q3 2022 | 63 | 153,874 | IVV, CMF, IJH, MUB | 13F-HR | 10/13/2022 | 000108514622003401 |
| Q2 2022 | 66 | 160,007 | IVV, CMF, IJH, VEA | 13F-HR | 7/18/2022 | 000108514622002450 |
| Q1 2022 | 67 | 153,153 | IVV, VEA, IJH, QCOM | 13F-HR | 4/26/2022 | 000108514622001592 |
| Q4 2021 | 59 | 137,987 | IVV, VEA, IJH, EFA | 13F-HR | 2/14/2022 | 000108514622000921 |
| Q3 2021 | 68 | 143,264 | IVV, VEA, IJH, EFA | 13F-HR | 10/28/2021 | 000108514621002931 |
| Q2 2021 | 66 | 141,381 | IVV, VEA, IJH, EFA | 13F-HR | 8/16/2021 | 000108514621002569 |
| Q1 2021 | 64 | 122,844 | IVV, IJH, VEA, EFA | 13F-HR | 5/17/2021 | 000108514621001718 |
| Q4 2020 | 64 | 125,998 | IVV, IJH, VEA, QCOM | 13F-HR | 2/11/2021 | 000108514621000615 |