| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 53 | 242,697 | ITOT, VTI, IJH, IJR | 13F-HR | 4/8/2024 | 000191576524000002 |
| Q4 2023 | 43 | 221,212 | ITOT, VTI, IJH, IJR | 13F-HR | 1/17/2024 | 000191576524000001 |
| Q3 2023 | 38 | 194,340 | ITOT, VTI, IJH, IJR | 13F-HR | 10/10/2023 | 000191576523000004 |
| Q2 2023 | 37 | 205,616 | ITOT, VTI, IJH, IJR | 13F-HR | 7/13/2023 | 000191576523000003 |
| Q1 2023 | 35 | 189,423 | ITOT, VTI, IJH, IJR | 13F-HR | 4/6/2023 | 000191576523000002 |
| Q4 2022 | 34 | 171,816 | ITOT, VTI, IJH, IJR | 13F-HR | 1/10/2023 | 000191576523000001 |
| Q3 2022 | 40 | 165,262 | ITOT, VTI, IJH, IJR | 13F-HR | 10/11/2022 | 000191576522000021 |
| Q2 2022 | 38 | 143,714 | ITOT, VTI, QQQ, IJH | 13F-HR | 7/13/2022 | 000191576522000020 |
| Q1 2022 | 39 | 161,019 | ITOT, VTI, QQQ, IJH | 13F-HR | 4/5/2022 | 000191576522000019 |
| Q4 2021 | 39 | 159,983 | ITOT, VTI, QQQ, MDY | 13F-HR | 3/8/2022 | 000191576522000018 |
| Q3 2021 | 37 | 145,131 | ITOT, VTI, QQQ, MDY | 13F-HR | 3/8/2022 | 000191576522000017 |
| Q2 2021 | 37 | 145,042 | ITOT, VTI, QQQ, MDY | 13F-HR | 3/8/2022 | 000191576522000016 |
| Q1 2021 | 37 | 134,836 | ITOT, VTI, MDY, QQQ | 13F-HR | 3/8/2022 | 000191576522000015 |
| Q4 2020 | 37 | 125,537 | ITOT, VTI, QQQ, MDY | 13F-HR | 3/8/2022 | 000191576522000014 |
| Q3 2020 | 39 | 106,023 | ITOT, VTI, QQQ, MDY | 13F-HR | 3/8/2022 | 000191576522000013 |
| Q2 2020 | 38 | 95,358 | ITOT, VTI, QQQ, MDY | 13F-HR | 3/8/2022 | 000191576522000012 |
| Q1 2020 | 42 | 82,752 | ITOT, VTI, QQQ, MDY | 13F-HR | 3/8/2022 | 000191576522000011 |
| Q4 2019 | 40 | 106,867 | ITOT, IEMG, MDY, QQQ | 13F-HR | 3/8/2022 | 000191576522000010 |
| Q3 2019 | 41 | 122,221 | ITOT, GNTX, IEMG, MDY | 13F-HR | 3/8/2022 | 000191576522000009 |
| Q2 2019 | 41 | 118,433 | ITOT, GNTX, IEMG, MDY | 13F-HR | 3/8/2022 | 000191576522000008 |
| Q1 2019 | 41 | 107,965 | ITOT, GNTX, IEMG, MDY | 13F-HR | 3/8/2022 | 000191576522000007 |
| Q4 2018 | 36 | 90,144 | GNTX, ITOT, IEMG, IEFA | 13F-HR | 3/8/2022 | 000191576522000006 |
| Q3 2018 | 38 | 105,962 | GNTX, IEFA, IEMG, ITOT | 13F-HR | 3/8/2022 | 000191576522000005 |
| Q2 2018 | 37 | 102,410 | GNTX, IEFA, IEMG, ITOT | 13F-HR | 3/8/2022 | 000191576522000003 |
| Q1 2018 | 35 | 99,817 | GNTX, IEFA, IEMG, ITOT | 13F-HR | 3/8/2022 | 000191576522000002 |
| Q4 2017 | 37 | 99,062 | GNTX, IEFA, IEMG, ITOT | 13F-HR | 3/8/2022 | 000191576522000001 |