| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 9 | 877,060 | AGG, TLT, SPHY, IVV | 13F-HR | 4/9/2025 | 000108791225000004 |
| Q4 2024 | 8 | 624,147 | AGG, TLT, IVV, VTV | 13F-HR | 1/17/2025 | 000108791225000002 |
| Q3 2024 | 10 | 779,124 | AGG, TLT, IVV, VUG | 13F-HR | 10/17/2024 | 000169181324000014 |
| Q2 2024 | 10 | 726,735 | AGG, TLT, IVV, VUG | 13F-HR | 8/6/2024 | 000108791224000003 |
| Q1 2024 | 7 | 604,374 | TLT, AGG, IVV, VUG | 13F-HR | 5/1/2024 | 000108791224000001 |
| Q4 2023 | 9 | 749,790 | TLT, IVV, AGG, VUG | 13F-HR | 2/2/2024 | 000169181324000005 |
| Q3 2023 | 9 | 613,329 | TLT, IVV, AGG, VUG | RESTATEMENT | 11/1/2023 | 000108791223000006 |
| Q2 2023 | 10 | 660,357 | TLT, IVV, AGG, VEA | 13F-HR | 8/7/2023 | 000169181323000008 |
| Q1 2023 | 10 | 600,202 | IVV, TLT, AGG, VEA | 13F-HR | 5/4/2023 | 000108791223000002 |
| Q4 2022 | 12 | 573,124 | IVV, AGG, TLT, IWF | RESTATEMENT | 1/24/2023 | 000156761923001177 |
| Q3 2022 | 10 | 548,716 | IVV, AGG, IWF, TLT | 13F-HR | 10/27/2022 | 000156761922018824 |
| Q2 2022 | 9 | 598,162 | IVV, AGG, TLT, VWO | 13F-HR | 7/26/2022 | 000156761922014467 |
| Q1 2022 | 2 | 357,386 | IVV, AGG | 13F-HR | 4/19/2022 | 000156761922008655 |
| Q4 2021 | 2 | 398,528 | AGG, IVV | 13F-HR | 1/27/2022 | 000156761922001849 |
| Q3 2021 | 2 | 392,126 | AGG, IVV | 13F-HR | 10/22/2021 | 000156761921018580 |
| Q2 2021 | 2 | 591,026 | AGG, IVV | 13F-HR | 7/20/2021 | 000156761921013712 |
| Q1 2021 | 2 | 590,561 | IVV, AGG | 13F-HR | 5/10/2021 | 000156761921009445 |
| Q4 2020 | 3 | 649,118 | AGG, IVV, TLT | 13F-HR | 1/19/2021 | 000156761921001149 |
| Q3 2020 | 3 | 519,015 | AGG, IVV, TLT | 13F-HR | 10/14/2020 | 000156761920017780 |
| Q2 2020 | 3 | 523,708 | AGG, IVV, TLT | 13F-HR | 7/13/2020 | 000156761920013204 |
| Q1 2020 | 1 | 109,105 | TLT | 13F-HR | 4/13/2020 | 000156761920007851 |
| Q4 2019 | 1 | 101,108 | TLT | 13F-HR | 1/16/2020 | 000156761920001114 |
| Q4 2016 | 1 | 0 | 13F-HR | 1/23/2017 | 000114036117002488 | |
| Q3 2016 | 1 | 182,257 | VWO | 13F-HR | 10/19/2016 | 000114036116083040 |
| Q2 2016 | 1 | 190,915 | VWO | 13F-HR | 7/20/2016 | 000114036116072853 |
| Q1 2016 | 1 | 192,701 | VWO | 13F-HR | 4/13/2016 | 000114036116060997 |
| Q4 2015 | 1 | 182,419 | VWO | 13F-HR | 1/13/2016 | 000114036116047701 |
| Q3 2015 | 1 | 177,135 | VWO | 13F-HR | 10/8/2015 | 000114036115037154 |
| Q2 2015 | 1 | 206,744 | VWO | 13F-HR | 7/6/2015 | 000114036115026689 |
| Q1 2015 | 1 | 207,552 | VWO | 13F-HR | 4/21/2015 | 000114036115015970 |
| Q4 2014 | 1 | 202,062 | VWO | 13F-HR | 1/14/2015 | 000114036115001710 |
| Q3 2014 | 1 | 192,560 | VWO | 13F-HR | 11/24/2014 | 000114036114043187 |
| Q2 2014 | 1 | 197,150 | VWO | 13F-HR | 7/15/2014 | 000114036114028456 |
| Q1 2014 | 1 | 157,000 | VWO | 13F-HR | 4/9/2014 | 000114036114016217 |
| Q4 2013 | 1 | 156,000 | VWO | 13F-HR | 2/3/2014 | 000114036114004232 |