| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2020 | 7 | 126,634 | VNQ, SPLG, SPDW, IAGG | 13F-HR | 8/14/2020 | 000156761920015202 |
| Q1 2020 | 26 | 959 | SPLG, SPDW, IAGG, SPIP | 13F-HR | 5/15/2020 | 000156761920010303 |
| Q4 2019 | 28 | 1,342 | SPLG, SPDW, OHI, IAGG | 13F-HR | 2/14/2020 | 000156761920003674 |
| Q3 2019 | 28 | 1,325 | SPLG, SPDW, OHI, IAGG | 13F-HR | 11/14/2019 | 000156761919021361 |
| Q2 2019 | 29 | 1,314 | SPLG, SPDW, IAGG, EPR | 13F-HR | 8/14/2019 | 000156761919016743 |
| Q1 2019 | 29 | 1,333 | SPLG, SPDW, SPIP, EPR | 13F-HR | 5/15/2019 | 000156761919011053 |
| Q4 2018 | 30 | 1,187 | SPLG, SPDW, SPIP, IAGG | 13F-HR | 2/14/2019 | 000156761919004038 |
| Q3 2018 | 33 | 1,686 | SPLG, SPDW, IAGG, SPIP | 13F-HR | 11/14/2018 | 000156761918006037 |
| Q2 2018 | 6 | 829 | SPLG, SPDW, IAGG, SPIP | 13F-HR | 8/14/2018 | 000156761918000802 |
| Q1 2018 | 6 | 828 | SPLG, SPDW, SPIP, IAGG | 13F-HR | 5/15/2018 | 000114036118023629 |
| Q4 2017 | 6 | 907 | IWB, VEA, BWX, TIP | 13F-HR | 2/14/2018 | 000114036118007832 |
| Q3 2017 | 14 | 1,103 | IVV, EFA, IWS, IGIB | 13F-HR | 11/14/2017 | 000114036117042494 |
| Q2 2017 | 9 | 952 | IVV, EFA, IWS, IGIB | 13F-HR | 8/14/2017 | 000114036117031917 |
| Q1 2017 | 10 | 963 | IVV, EFA, IWS, TIP | 13F-HR | 5/15/2017 | 000114036117020476 |
| Q4 2016 | 17 | 832 | IVV, EFV, IWS, TIP | 13F-HR | 2/14/2017 | 000114036117007064 |
| Q3 2016 | 23 | 10,499 | NEM, IWN, EWX, IVV | 13F-HR | 11/14/2016 | 000114036116086154 |
| Q2 2016 | 1 | 11,998 | ABX.TO | 13F-HR | 8/15/2016 | 000114036116076421 |
| Q1 2016 | 1 | 7,877 | ABX.TO | 13F-HR | 5/16/2016 | 000114036116065401 |
| Q4 2015 | 1 | 4,281 | ABX.TO | 13F-HR | 2/16/2016 | 000114036116052662 |
| Q3 2015 | 1 | 4,052 | ABX.TO | 13F-HR | 11/16/2015 | 000114036115041431 |
| Q2 2015 | 1 | 7,345 | ABX.TO | 13F-HR | 8/14/2015 | 000114036115031900 |
| Q1 2015 | 1 | 7,552 | ABX.TO | 13F-HR | 5/15/2015 | 000114036115020068 |
| Q4 2014 | 1 | 7,407 | ABX.TO | 13F-HR | 2/17/2015 | 000114036115007002 |
| Q3 2014 | 1 | 10,204 | ABX.TO | 13F-HR | 11/14/2014 | 000114036114041762 |
| Q2 2014 | 1 | 12,939 | ABX.TO | 13F-HR | 8/14/2014 | 000114036114032608 |
| Q1 2014 | 1 | 12,606 | ABX.TO | 13F-HR | 5/15/2014 | 000114036114021386 |
| Q4 2013 | 1 | 12,729 | ABX.TO | 13F-HR | 2/14/2014 | 000114036114007592 |