| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 131 | 775,013 | RSP, TLT, MSFT, NVDA | 13F-HR | 8/13/2026 | 000004072926000019 |
| Q1 2026 | 125 | 803,752 | SPY, TLT, AMZN, MSFT | 13F-HR | 5/12/2026 | 000004072926000014 |
| Q4 2025 | 110 | 818,991 | RSP, IJR, TLT, AMZN | 13F-HR | 2/13/2026 | 000004072926000003 |
| Q3 2025 | 105 | 809,855 | RSP, TLT, IJR, AMZN | 13F-HR | 11/13/2025 | 000004072925000027 |
| Q2 2025 | 105 | 885,191 | RSP, TLT, IJR, GOOGL | 13F-HR | 8/13/2025 | 000004072925000022 |
| Q1 2025 | 109 | 891,199 | RSP, TLT, IJR, MSFT | 13F-HR | 5/14/2025 | 000004072925000015 |
| Q4 2024 | 107 | 819,988 | RSP, TLT, IJR, GOOGL | 13F-HR | 2/13/2025 | 000004072925000002 |
| Q3 2024 | 107 | 827,936 | RSP, TLT, SPY, IJR | 13F-HR | 11/13/2024 | 000004072924000025 |
| Q2 2024 | 113 | 806,239 | TLT, RSP, IJR, VEU | 13F-HR | 8/13/2024 | 000004072924000020 |
| Q1 2024 | 108 | 740,718 | TLT, VEU, IJR, VEA | 13F-HR | 5/14/2024 | 000004072924000016 |
| Q4 2023 | 100 | 765,252 | TLT, RSP, AMZN, VEU | 13F-HR | 2/13/2024 | 000004072924000002 |
| Q3 2023 | 106 | 680,262 | TLT, AMZN, VEU, IJR | 13F-HR | 11/13/2023 | 000004072923000033 |
| Q2 2023 | 97 | 714,823 | TLT, META, VEU, AMZN | 13F-HR | 8/11/2023 | 000004072923000027 |
| Q1 2023 | 90 | 675,689 | TLT, VEU, META, AMZN | 13F-HR | 5/12/2023 | 000004072923000020 |
| Q4 2022 | 102 | 641,686 | TLT, VEU, IJR, FXI | 13F-HR | 2/13/2023 | 000004072923000002 |
| Q3 2022 | 111 | 606,265 | TLT, VEU, AMZN, IJR | 13F-HR | 11/10/2022 | 000004072922000026 |
| Q2 2022 | 116 | 733,213 | SPY, TLT, VEU, FXI | 13F-HR | 8/10/2022 | 000004072922000020 |
| Q1 2022 | 119 | 868,039 | VYM, VTV, AMZN, VEU | 13F-HR | 5/13/2022 | 000004072922000015 |
| Q4 2021 | 115 | 1,093,051 | VYM, DVY, XLU, AMZN | 13F-HR | 2/14/2022 | 000004072922000004 |
| Q3 2021 | 117 | 1,022,863 | VYM, DVY, XLU, VEU | 13F-HR | 11/10/2021 | 000004072921000036 |
| Q2 2021 | 120 | 1,007,176 | VYM, VEU, XLU, AMZN | 13F-HR | 8/13/2021 | 000004072921000030 |
| Q1 2021 | 111 | 1,048,832 | VYM, VXUS, DVY, AMZN | 13F-HR | 5/14/2021 | 000004072921000017 |
| Q4 2020 | 119 | 1,064,840 | VYM, VEA, VXUS, DVY | 13F-HR | 2/12/2021 | 000004072921000004 |
| Q3 2020 | 113 | 621,361 | VEA, DVY, VWO, VNQ | 13F-HR | 11/13/2020 | 000004072920000037 |
| Q2 2020 | 112 | 607,615 | VEA, IJR, DVY, VWO | 13F-HR | 8/13/2020 | 000004072920000024 |
| Q1 2020 | 125 | 936,711 | SPY, VEA, AMZN, VWO | 13F-HR | 5/14/2020 | 000004072920000014 |
| Q4 2019 | 111 | 608,654 | VEA, IJR, AMZN, VWO | 13F-HR | 2/13/2020 | 000004072920000002 |
| Q3 2019 | 104 | 562,294 | VEA, SPY, IJR, VWO | 13F-HR | 11/13/2019 | 000004072919000036 |
| Q2 2019 | 102 | 581,893 | VEA, ATVI, IJR, VWO | 13F-HR | 8/13/2019 | 000004072919000027 |
| Q1 2019 | 106 | 524,618 | VEA, AMZN, VWO, MSFT | 13F-HR | 5/14/2019 | 000004072919000019 |
| Q4 2018 | 130 | 766,061 | SPY, VEA, IJH, VWO | 13F-HR | 2/13/2019 | 000004072919000007 |
| Q3 2018 | 105 | 503,249 | VEA, XLU, VWO, XOM | 13F-HR | 11/13/2018 | 000004072918000140 |
| Q2 2018 | 115 | 508,973 | VEA, XLU, VWO, XOM | 13F-HR | 8/13/2018 | 000004072918000129 |
| Q1 2018 | 129 | 667,603 | SPY, HEFA, IJH, VEA | 13F-HR | 5/14/2018 | 000004072918000067 |
| Q4 2017 | 115 | 517,834 | EFA, HEFA, VWO, WFC | 13F-HR | 2/13/2018 | 000004072918000032 |
| Q3 2017 | 108 | 525,286 | HEFA, VEA, IJH, WFC | 13F-HR | 11/13/2017 | 000004072917000365 |
| Q2 2017 | 107 | 504,587 | VEA, GE, WMT, XOM | 13F-HR | 8/11/2017 | 000004072917000273 |
| Q1 2017 | 102 | 443,558 | HYG, GOOGL, WMT, VGK | 13F-HR | 5/12/2017 | 000004072917000158 |
| Q4 2016 | 103 | 595,209 | SPY, VGK, HYG, GOOGL | 13F-HR | 2/13/2017 | 000004072917000057 |
| Q3 2016 | 100 | 569,821 | VGK, HYG, SPY, AAPL | 13F-HR | 11/14/2016 | 000004072916000794 |
| Q2 2016 | 109 | 598,958 | HYG, VGK, AAPL, CVX | 13F-HR | 8/12/2016 | 000004072916000705 |
| Q1 2016 | 128 | 716,200 | HYG, LQD, VGK, AAPL | 13F-HR | 5/13/2016 | 000004072916000592 |
| Q4 2015 | 122 | 716,607 | HYG, TIP, LQD, VGK | 13F-HR | 2/12/2016 | 000004072916000459 |
| Q3 2015 | 139 | 985,346 | MUB, SPY, TIP, HYG | 13F-HR | 11/13/2015 | 000004072915000367 |
| Q2 2015 | 128 | 987,626 | MUB, TIP, HYG, XLU | 13F-HR | 8/14/2015 | 000004072915000298 |
| Q1 2015 | 131 | 966,733 | TIP, MUB, HYG, XLU | 13F-HR | 5/15/2015 | 000004072915000209 |
| Q4 2014 | 130 | 905,767 | SPY, IWM, HYG, XOM | 13F-HR | 2/13/2015 | 000004072915000076 |
| Q3 2014 | 129 | 728,087 | PG, PM, GE, PFE | 13F-HR | 11/14/2014 | 000004072914000372 |
| Q2 2014 | 123 | 849,518 | EEM, AAPL, CSCO, VZ | 13F-HR | 8/14/2014 | 000004072914000259 |
| Q1 2014 | 134 | 938,481 | EEM, PM, AAPL, VZ | 13F-HR | 5/15/2014 | 000004072914000130 |
| Q4 2013 | 122 | 939,829 | EEM, AAPL, PM, JPM | 13F-HR | 2/14/2014 | 000004072914000003 |