| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 15 | 429,567 | IVV, VTI, FNDX, SCHX | 13F-HR | 10/28/2024 | 000186115824000010 |
| Q2 2024 | 15 | 407,478 | IVV, VTI, FNDX, SCHX | 13F-HR | 7/15/2024 | 000186115824000009 |
| Q1 2024 | 15 | 396,288 | IVV, VTI, FNDX, SCHX | 13F-HR | 4/26/2024 | 000186115824000007 |
| Q4 2023 | 16 | 361,322 | IVV, VTI, FNDX, SCHX | RESTATEMENT | 2/1/2024 | 000186115824000002 |
| Q3 2023 | 15 | 318,262 | IVV, VTI, FNDX, SCHX | RESTATEMENT | 2/12/2024 | 000186115824000006 |
| Q2 2023 | 15 | 332,868 | IVV, VTI, FNDX, SCHX | RESTATEMENT | 2/12/2024 | 000186115824000005 |
| Q1 2023 | 15 | 307,555 | IVV, VTI, FNDX, SCHX | RESTATEMENT | 2/12/2024 | 000186115824000004 |
| Q4 2022 | 15 | 291,828 | IVV, VTI, FNDX, SCHX | RESTATEMENT | 2/12/2024 | 000186115824000003 |
| Q4 2022 | 15 | 291,830 | IVV, VTI, FNDX, SCHX | RESTATEMENT | 1/31/2023 | 000186115823000002 |
| Q3 2022 | 17 | 269,709 | IVV, VTI, FNDX, SCHX | 13F-HR | 10/7/2022 | 000186115822000004 |
| Q2 2022 | 17 | 285,634 | IVV, VTI, FNDX, SCHX | 13F-HR | 7/29/2022 | 000186115822000003 |
| Q1 2022 | 14 | 304,408 | IVV, VTI, FNDX, SCHB | 13F-HR | 4/28/2022 | 000186115822000002 |
| Q4 2021 | 12 | 298,969 | IVV, VTI, FNDX, SCHB | 13F-HR | 1/20/2022 | 000186115822000001 |
| Q3 2021 | 11 | 272,681 | IVV, VTI, FNDX, SCHB | 13F-HR | 10/22/2021 | 000186115821000004 |
| Q2 2021 | 11 | 263,226 | IVV, VTI, FNDX, SCHB | 13F-HR | 7/16/2021 | 000186115821000003 |
| Q1 2021 | 11 | 228,494 | IVV, VTI, FNDX, SCHB | 13F-HR | 5/11/2021 | 000186115821000002 |
| Q4 2020 | 9 | 165,492 | IVV, VTI, SCHB, IWV | 13F-HR | 5/11/2021 | 000186115821000001 |