| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 552 | 408,295 | IJH, VOO, AVEM, IJR | 13F-HR | 10/15/2024 | 000139834424018870 |
| Q2 2024 | 571 | 383,499 | IJH, VOO, IJR, AVEM | 13F-HR | 7/16/2024 | 000139834424012705 |
| Q1 2024 | 587 | 379,457 | IJH, IJR, VOO, TDTT | 13F-HR | 4/15/2024 | 000139834424007146 |
| Q4 2023 | 616 | 355,875 | IJH, IJR, TDTT, VOO | 13F-HR | 1/30/2024 | 000139834424001315 |
| Q3 2023 | 521 | 319,279 | IJH, IJR, TDTT, IEF | 13F-HR | 12/18/2023 | 000139834423022864 |
| Q2 2023 | 549 | 339,400 | IJH, IJR, TDTT, VOO | 13F-HR | 12/18/2023 | 000139834423022861 |
| Q1 2023 | 557 | 321,876 | IJH, IJR, TDTT, VOO | 13F-HR | 12/18/2023 | 000139834423022863 |
| Q4 2022 | 542 | 314,242 | IJH, IJR, TDTT, VOO | 13F-HR | 12/18/2023 | 000139834423022860 |
| Q3 2022 | 526 | 281,325 | TDTT, IJH, IJR, VOO | 13F-HR | 12/18/2023 | 000139834423022881 |
| Q2 2022 | 585 | 293,768 | TDTT, IJH, IJR, VOO | 13F-HR | 12/18/2023 | 000139834423022879 |
| Q1 2022 | 577 | 320,617 | TDTT, IJH, IJR, VOO | 13F-HR | 12/18/2023 | 000139834423022880 |
| Q4 2021 | 582 | 320,474 | TDTT, IJH, IJR, VOO | 13F-HR | 12/19/2023 | 000139834423022983 |
| Q3 2021 | 574 | 284,987 | TDTT, IJH, IJR, IEFA | 13F-HR | 12/19/2023 | 000139834423022988 |
| Q2 2021 | 618 | 271,993 | IJH, IJR, TDTT, IEFA | 13F-HR | 12/19/2023 | 000139834423022984 |
| Q1 2021 | 433 | 248,810 | IJR, IJH, TDTT, IEFA | 13F-HR | 12/19/2023 | 000139834423022980 |
| Q4 2020 | 414 | 224,605 | IJR, IJH, TDTT, IEFA | 13F-HR | 12/19/2023 | 000139834423022979 |
| Q3 2020 | 413 | 195,572 | IJR, TDTT, IJH, IEFA | 13F-HR | 12/19/2023 | 000139834423022982 |
| Q2 2020 | 437 | 184,930 | IJR, TDTT, IJH, IEFA | 13F-HR | 12/19/2023 | 000139834423022987 |
| Q1 2020 | 455 | 157,563 | TDTT, IJR, IEF, IEFA | 13F-HR | 12/20/2023 | 000139834423023072 |
| Q4 2019 | 475 | 183,817 | TDTT, IJR, IJH, IEFA | 13F-HR | 12/21/2023 | 000139834423023303 |
| Q3 2019 | 487 | 167,369 | TDTT, IJH, IJR, IEFA | 13F-HR | 12/21/2023 | 000139834423023302 |
| Q2 2019 | 469 | 160,161 | TDTT, IEFA, IJH, IJR | 13F-HR | 12/21/2023 | 000139834423023298 |
| Q1 2019 | 472 | 142,784 | TDTT, IEFA, IJH, IEF | 13F-HR | 12/21/2023 | 000139834423023299 |
| Q4 2018 | 482 | 129,656 | TDTT, IEF, IJH, IEFA | 13F-HR | 12/21/2023 | 000139834423023296 |
| Q3 2018 | 478 | 138,943 | TDTT, IJH, IEF, IEFA | 13F-HR | 12/20/2023 | 000139834423023070 |
| Q2 2018 | 484 | 133,746 | TDTT, IJH, IEF, IEFA | 13F-HR | 12/21/2023 | 000139834423023293 |
| Q1 2018 | 450 | 134,362 | TDTT, IJH, BSV, BIV | 13F-HR | 12/21/2023 | 000139834423023292 |
| Q4 2017 | 467 | 135,113 | TDTT, IJH, BSV, BIV | 13F-HR | 12/21/2023 | 000139834423023291 |
| Q3 2017 | 476 | 132,646 | TDTT, IJH, BSV, BIV | 13F-HR | 12/21/2023 | 000139834423023285 |
| Q2 2017 | 509 | 125,985 | TDTT, BSV, IJH, IEFA | 13F-HR | 12/21/2023 | 000139834423023283 |
| Q1 2017 | 516 | 125,401 | TDTT, BSV, IJH, BIV | 13F-HR | 12/21/2023 | 000139834423023286 |
| Q4 2016 | 554 | 107,142 | TDTT, BSV, IEFA, SPY | 13F-HR | 12/21/2023 | 000139834423023281 |