| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 107 | 479,834 | IWR, VEA, FPEI, NVDA | 13F-HR | 4/17/2024 | 000108514624001901 |
| Q4 2023 | 107 | 453,731 | IWR, VEA, CVBF, FPEI | 13F-HR | 2/5/2024 | 000108514624000725 |
| Q3 2023 | 105 | 425,514 | IWR, VEA, FPEI, CVBF | 13F-HR | 11/2/2023 | 000108514623004051 |
| Q2 2023 | 108 | 448,333 | IWR, VEA, FPEI, AAPL | 13F-HR | 8/7/2023 | 000108514623003145 |
| Q1 2023 | 107 | 434,201 | IWR, VEA, FPEI, CVBF | 13F-HR | 5/9/2023 | 000108514623002166 |
| Q4 2022 | 120 | 437,033 | IWR, VEA, CVBF, PFF | 13F-HR | 2/7/2023 | 000108514623000768 |
| Q3 2022 | 118 | 410,119 | IWR, VEA, CVBF, PFF | 13F-HR | 11/3/2022 | 000108514622003760 |
| Q2 2022 | 242 | 703,635 | IWR, VEA, CVBF, MSFT | 13F-HR | 11/18/2022 | 000108514622004192 |
| Q1 2022 | 247 | 828,053 | IWR, VEA, AAPL, MSFT | 13F-HR | 11/18/2022 | 000108514622004191 |
| Q4 2021 | 252 | 816,269 | IWR, VEA, AAPL, MSFT | 13F-HR | 11/18/2022 | 000108514622004190 |
| Q3 2021 | 237 | 751,698 | IWR, VEA, MSFT, AAPL | 13F-HR | 11/18/2022 | 000108514622004189 |
| Q2 2021 | 242 | 760,505 | IWR, VEA, MSFT, AAPL | 13F-HR | 11/18/2022 | 000108514622004188 |
| Q1 2021 | 241 | 713,180 | IWR, VEA, AAPL, MSFT | 13F-HR | 11/18/2022 | 000108514622004187 |
| Q4 2020 | 239 | 678,645 | IWR, VEA, AAPL, MSFT | 13F-HR | 11/18/2022 | 000108514622004186 |
| Q3 2020 | 229 | 587,889 | IWR, VEA, AAPL, MSFT | 13F-HR | 11/18/2022 | 000108514622004185 |
| Q2 2020 | 233 | 566,849 | IWR, VEA, MSFT, AAPL | 13F-HR | 11/18/2022 | 000108514622004184 |
| Q1 2020 | 236 | 485,244 | VEA, IWR, IEMG, MSFT | 13F-HR | 11/18/2022 | 000108514622004183 |
| Q4 2019 | 240 | 606,671 | VEA, IWR, IEMG, JPM | 13F-HR | 11/18/2022 | 000108514622004182 |
| Q3 2019 | 247 | 606,412 | VEA, IWR, IEMG, BND | 13F-HR | 11/18/2022 | 000108514622004181 |
| Q2 2019 | 251 | 604,172 | VEA, IWR, VWO, BND | 13F-HR | 11/18/2022 | 000108514622004180 |
| Q1 2019 | 247 | 579,969 | VEA, IWR, PFF, AMJ | 13F-HR | 11/18/2022 | 000108514622004179 |
| Q4 2018 | 260 | 519,709 | VEA, IWR, PFF, CVBF | 13F-HR | 11/18/2022 | 000108514622004178 |
| Q3 2018 | 276 | 596,004 | VEA, PFF, AMJ, JPM | 13F-HR | 11/18/2022 | 000108514622004177 |
| Q2 2018 | 269 | 577,274 | VEA, PFF, AMJ, CVBF | 13F-HR | 11/18/2022 | 000108514622004176 |
| Q1 2018 | 270 | 570,313 | VEA, PFF, AMJ, JPM | 13F-HR | 11/18/2022 | 000108514622004175 |
| Q4 2017 | 282 | 613,374 | EFA, IJH, HEFA, PFF | 13F-HR | 11/18/2022 | 000108514622004174 |
| Q3 2017 | 282 | 598,777 | IJH, EFA, HEFA, PFF | 13F-HR | 11/18/2022 | 000108514622004173 |
| Q2 2017 | 284 | 603,344 | IJH, EFA, HEFA, KYN | 13F-HR | 11/18/2022 | 000108514622004172 |
| Q1 2017 | 275 | 597,704 | IJH, VNQ, KYN, EFA | 13F-HR | 11/18/2022 | 000108514622004171 |
| Q4 2016 | 265 | 561,910 | EFA, IJH, VNQ, KYN | 13F-HR | 11/18/2022 | 000108514622004170 |
| Q3 2016 | 271 | 537,881 | EFA, IJH, KYN, VNQ | 13F-HR | 11/18/2022 | 000108514622004169 |
| Q2 2016 | 266 | 532,699 | EFA, IJH, KYN, VNQ | 13F-HR | 11/18/2022 | 000108514622004168 |
| Q1 2016 | 268 | 533,026 | EFA, IJH, VNQ, KYN | 13F-HR | 11/18/2022 | 000108514622004167 |
| Q4 2015 | 254 | 515,072 | EFA, VNQ, IJH, KYN | 13F-HR | 11/18/2022 | 000108514622004166 |
| Q3 2015 | 272 | 530,989 | EFA, VNQ, IJH, KYN | 13F-HR | 11/18/2022 | 000108514622004165 |
| Q2 2015 | 276 | 572,692 | VNQ, EFA, KYN, IJH | 13F-HR | 11/18/2022 | 000108514622004164 |
| Q1 2015 | 286 | 568,729 | VNQ, KYN, EFA, IJH | 13F-HR | 11/18/2022 | 000108514622004163 |
| Q4 2014 | 289 | 551,642 | VNQ, KYN, EFA, XOM | 13F-HR | 11/18/2022 | 000108514622004162 |
| Q3 2014 | 283 | 519,370 | VNQ, KYN, XOM, EFA | 13F-HR | 11/18/2022 | 000108514622004161 |
| Q2 2014 | 279 | 521,662 | VNQ, KYN, XOM, EFA | 13F-HR | 11/18/2022 | 000108514622004160 |
| Q1 2014 | 280 | 517,389 | VNQ, KYN, XOM, EFA | 13F-HR | 11/18/2022 | 000108514622004159 |
| Q4 2013 | 278 | 496,196 | XOM, KYN, VNQ, AAPL | 13F-HR | 11/18/2022 | 000108514622004158 |
| Q3 2013 | 273 | 466,193 | VNQ, XOM, KYN, AAPL | 13F-HR | 11/18/2022 | 000108514622004157 |
| Q2 2013 | 254 | 449,043 | XOM, VNQ, AAPL, JPM | 13F-HR | 11/18/2022 | 000108514622004156 |
| Q1 2013 | 260 | 449,987 | XOM, VNQ, AAPL, JPM | 13F-HR | 11/18/2022 | 000108514622004155 |
| Q4 2012 | 255 | 393,417 | XOM, VNQ, AAPL, JPM | 13F-HR | 11/18/2022 | 000108514622004154 |