| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 686 | 303,877 | DJUL, VTI, BINC, VOO | 13F-HR | 5/9/2025 | 000071436425000003 |
| Q4 2024 | 308 | 314,376 | DJUL, VTI, DMAY, IEF | 13F-HR | 1/24/2025 | 000071436425000002 |
| Q3 2024 | 274 | 291,374 | DJUL, DMAY, IEF, VTI | 13F-HR | 11/8/2024 | 000071436424000009 |
| Q2 2024 | 277 | 287,829 | DJUL, DMAY, VTI, SCHB | 13F-HR | 8/8/2024 | 000071436424000006 |
| Q1 2024 | 279 | 287,897 | DJUL, SCHB, VTI, SCHI | 13F-HR | 5/3/2024 | 000071436424000005 |
| Q4 2023 | 293 | 275,130 | DJUL, SCHB, VTI, IEF | 13F-HR | 2/9/2024 | 000071436424000002 |
| Q3 2023 | 303 | 253,540 | VTI, SCHB, IEF, DJUL | 13F-HR | 10/19/2023 | 000071436423000005 |
| Q2 2023 | 263 | 261,147 | VTI, SCHB, FFEB, IEF | 13F-HR | 8/3/2023 | 000071436423000004 |
| Q1 2023 | 281 | 244,700 | VTI, FFEB, DFEB, SCHB | 13F-HR | 5/3/2023 | 000071436423000003 |
| Q4 2022 | 227 | 229,939 | IEI, VTI, FFEB, DFEB | 13F-HR | 1/30/2023 | 000071436423000002 |
| Q3 2022 | 220 | 210,460 | FFEB, DFEB, IEI, VTI | 13F-HR | 10/20/2022 | 000071436422000005 |
| Q2 2022 | 219 | 217,563 | IEI, FFEB, DFEB, VTI | 13F-HR | 7/21/2022 | 000071436422000004 |
| Q1 2022 | 273 | 244,040 | VUG, SCHB, VTI, DFEB | 13F-HR | 4/26/2022 | 000071436422000003 |
| Q4 2021 | 268 | 234,113 | VUG, SCHB, VTI, VIG | 13F-HR | 1/18/2022 | 000071436422000002 |
| Q3 2021 | 230 | 219,112 | VUG, SCHB, VTI, VIG | 13F-HR | 10/27/2021 | 000071436421000005 |
| Q2 2021 | 207 | 223,324 | VUG, SCHB, VTI, VIG | 13F-HR | 7/14/2021 | 000071436421000004 |
| Q1 2021 | 196 | 202,950 | VUG, SCHB, VTI, VIG | 13F-HR | 4/26/2021 | 000071436421000003 |
| Q4 2020 | 191 | 186,678 | VUG, VIG, VTI, IGV | 13F-HR | 1/20/2021 | 000071436421000001 |
| Q3 2020 | 183 | 169,685 | VUG, VIG, VTI, FMB | 13F-HR | 11/2/2020 | 000071436420000006 |
| Q2 2020 | 197 | 141,359 | VUG, VIG, VTI, FMB | 13F-HR | 8/7/2020 | 000071436420000004 |
| Q1 2020 | 219 | 184,014 | SCHZ, SCHB, SCHF, VUG | 13F-HR | 4/10/2020 | 000071436420000003 |
| Q4 2019 | 217 | 205,183 | SCHB, SCHZ, USMV, SCHF | 13F-HR | 1/21/2020 | 000071436420000001 |
| Q3 2019 | 178 | 167,275 | SCHB, USMV, VUG, SCHZ | 13F-HR | 10/17/2019 | 000071436419000005 |
| Q2 2019 | 164 | 148,399 | SCHB, USMV, SCHF, VUG | 13F-HR | 7/15/2019 | 000071436419000004 |
| Q1 2019 | 160 | 150,783 | SCHB, USMV, SCHF, VUG | 13F-HR | 4/8/2019 | 000071436419000003 |
| Q4 2018 | 161 | 125,610 | SCHB, USMV, SCHF, VUG | 13F-HR | 1/8/2019 | 000071436419000001 |
| Q3 2018 | 156 | 135,634 | SCHB, VUG, VXUS, VTI | 13F-HR | 10/17/2018 | 000071436418000005 |
| Q2 2018 | 132 | 128,389 | SCHB, VUG, SCHF, VXUS | 13F-HR | 7/12/2018 | 000071436418000003 |
| Q1 2018 | 138 | 115,046 | SCHB, SCHF, VUG, VTI | 13F-HR | 4/18/2018 | 000071436418000002 |
| Q4 2017 | 133 | 122,131 | SCHF, SCHB, VUG, SCHZ | 13F-HR | 1/22/2018 | 000071436418000001 |
| Q3 2017 | 73 | 102,509 | SCHF, SCHB, SCHZ, VTI | 13F-HR | 10/25/2017 | 000071436417000005 |
| Q2 2017 | 71 | 107,969 | SCHF, SCHB, SCHZ, VTI | 13F-HR | 8/2/2017 | 000071436417000004 |
| Q1 2017 | 69 | 96,809 | SCHF, SCHB, SCHZ, VTI | 13F-HR | 4/19/2017 | 000071436417000003 |
| Q4 2016 | 76 | 115,869 | SCHB, SCHZ, VXUS, VTI | 13F-HR | 1/12/2017 | 000071436417000001 |
| Q3 2016 | 76 | 115,869 | SCHB, SCHZ, VXUS, VTI | 13F-HR | 10/20/2016 | 000071436416000013 |
| Q2 2016 | 76 | 111,443 | SCHB, SCHZ, VXUS, VTI | 13F-HR | 7/28/2016 | 000071436416000012 |
| Q1 2016 | 66 | 123,212 | SCHB, SCHZ, VXUS, VTI | 13F-HR | 5/4/2016 | 000071436416000011 |
| Q4 2015 | 72 | 119,809 | SCHB, SCHZ, VTI, DBEF | 13F-HR | 1/29/2016 | 000071436416000010 |
| Q3 2015 | 57 | 122,417 | SCHB, SCHZ, DBEF, VTI | 13F-HR | 10/9/2015 | 000071436415000009 |
| Q2 2015 | 67 | 130,368 | SCHB, SCHZ, DBEF, VTI | 13F-HR | 8/17/2015 | 000071436415000006 |
| Q1 2015 | 52 | 145,500 | SCHB, SCHZ, VOE, DBEF | 13F-HR | 5/11/2015 | 000071436415000005 |
| Q4 2014 | 51 | 133,412 | VT, VOE, SCHZ, VEA | 13F-HR | 2/11/2015 | 000071436415000004 |