| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 83 | 151,332 | IJH, EFA, VGSH, AAPL | 13F-HR | 3/15/2024 | 000093693824000001 |
| Q3 2023 | 81 | 142,607 | IJH, EFA, VGSH, IJR | 13F-HR | 10/25/2023 | 000093693823000005 |
| Q2 2023 | 83 | 150,316 | IJH, EFA, VGSH, AAPL | 13F-HR | 9/18/2023 | 000093693823000003 |
| Q1 2023 | 79 | 142,556 | IJH, EFA, VGSH, IJR | 13F-HR | 9/18/2023 | 000093693823000002 |
| Q4 2022 | 81 | 136,553 | IJH, VGSH, EFA, IJR | 13F-HR | 9/18/2023 | 000093693823000004 |
| Q3 2022 | 79 | 124,857 | IJH, IJR, AAPL, EFA | 13F-HR | 9/18/2023 | 000093693823000001 |
| Q2 2022 | 79 | 130,160 | IJH, IJR, EFA, AAPL | 13F-HR | 8/24/2022 | 000093693822000003 |
| Q1 2022 | 85 | 152,096 | IJH, EFA, AAPL, IJR | 13F-HR | 5/18/2022 | 000093693822000002 |
| Q4 2021 | 88 | 166,346 | IJH, EFA, AAPL, IJR | 13F-HR | 2/16/2022 | 000093693822000001 |
| Q3 2021 | 87 | 154,601 | IJH, EFA, IJR, IAU | 13F-HR | 11/22/2021 | 000093693821000004 |
| Q2 2021 | 90 | 158,512 | IJH, EFA, IJR, IAU | 13F-HR | 8/17/2021 | 000093693821000003 |
| Q1 2021 | 89 | 140,824 | IJH, EFA, IJR, AAPL | 13F-HR | 5/25/2021 | 000093693821000002 |
| Q4 2020 | 89 | 138,483 | IJH, EFA, IJR, AAPL | 13F-HR | 2/16/2021 | 000093693821000001 |
| Q2 2020 | 86 | 117,981 | IJH, EFA, AAPL, VNQ | 13F-HR | 8/11/2020 | 000093693820000001 |
| Q3 2019 | 65 | 86,588 | IJH, VNQ, GLIFX, EFA | 13F-HR | 11/14/2019 | 000093693819000005 |
| Q2 2019 | 67 | 86,658 | IJH, VNQ, GLIFX, EFA | 13F-HR | 7/31/2019 | 000093693819000004 |
| Q1 2019 | 60 | 84,073 | IJH, VNQ, GLIFX, EFA | 13F-HR | 5/6/2019 | 000093693819000003 |
| Q4 2018 | 59 | 81,799 | IJH, VNQ, GLIFX, EFA | 13F-HR | 2/15/2019 | 000093693819000001 |
| Q3 2018 | 61 | 84,655 | IJH, VNQ, GLIFX, HYS | RESTATEMENT | 10/23/2018 | 000093693818000005 |
| Q2 2018 | 58 | 80,404 | IJH, VNQ, GLIFX, HYS | 13F-HR | 7/24/2018 | 000093693818000002 |
| Q4 2017 | 61 | 79,213 | IJH, VNQ, GLIFX, HYS | 13F-HR | 2/8/2018 | 000093693818000001 |
| Q2 2017 | 60 | 75,308 | IJH, VNQ, HYS, GLIFX | 13F-HR | 7/19/2017 | 000093693817000003 |
| Q1 2017 | 62 | 74,294 | IJH, VNQ, HYS, GLIFX | 13F-HR | 4/19/2017 | 000093693817000002 |
| Q4 2016 | 64 | 71,260 | IJH, HYS, VNQ, DBEF | 13F-HR | 2/2/2017 | 000093693817000001 |
| Q3 2016 | 64 | 71,043 | IJH, HYS, VNQ, DBEF | 13F-HR | 10/20/2016 | 000093693816000012 |
| Q2 2016 | 66 | 72,946 | IJH, HYS, VNQ, DBEF | 13F-HR | 7/19/2016 | 000093693816000011 |
| Q1 2016 | 67 | 72,548 | IJH, HYS, VNQ, DBEF | RESTATEMENT | 5/19/2016 | 000093693816000010 |
| Q4 2015 | 66 | 72,871 | IJH, HYS, DBEF, VNQ | 13F-HR | 2/2/2016 | 000093693816000008 |
| Q3 2015 | 66 | 67,213 | HYS, IJH, DBEF, VNQ | 13F-HR | 10/19/2015 | 000093693815000007 |
| Q2 2015 | 70 | 70,356 | HYS, IJH, VNQ, DBEF | 13F-HR | 7/21/2015 | 000093693815000006 |
| Q1 2015 | 71 | 71,674 | HYS, IJH, VNQ, DBEF | 13F-HR | 4/9/2015 | 000093693815000005 |
| Q4 2014 | 70 | 69,453 | HYS, IJH, VNQ, XOM | 13F-HR | 1/28/2015 | 000095012315000573 |
| Q3 2014 | 71 | 67,322 | HYS, IJH, XOM, VNQ | 13F-HR | 10/31/2014 | 000095012314010770 |
| Q2 2014 | 72 | 69,105 | HYS, XOM, VNQ, IJH | 13F-HR | 7/10/2014 | 000095012314007083 |
| Q1 2014 | 63 | 60,929 | HYS, XOM, ADP, IJH | 13F-HR | 4/10/2014 | 000095012314003709 |
| Q4 2013 | 66 | 62,103 | HYS, XOM, ADP, IJH | 13F-HR | 1/15/2014 | 000095012314000223 |