| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 195 | 611,707 | VB, NVDA, IAU, AAPL | 13F-HR | 10/15/2024 | 000108514624004932 |
| Q2 2024 | 191 | 572,881 | VB, NVDA, IAU, AAPL | 13F-HR | 7/15/2024 | 000108514624002969 |
| Q1 2024 | 191 | 544,889 | VB, NVDA, IAU, AAPL | 13F-HR | 4/17/2024 | 000108514624001873 |
| Q4 2023 | 181 | 493,882 | VB, AAPL, IAU, NVDA | 13F-HR | 1/19/2024 | 000108514624000369 |
| Q3 2023 | 183 | 448,051 | VB, AAPL, VTIP, NVDA | 13F-HR | 10/25/2023 | 000108514623003934 |
| Q2 2023 | 183 | 475,184 | VB, AAPL, VTIP, NVDA | 13F-HR | 7/13/2023 | 000108514623002679 |
| Q1 2023 | 186 | 447,409 | VB, AAPL, VTIP, VV | 13F-HR | 4/24/2023 | 000108514623001824 |
| Q4 2022 | 186 | 426,498 | VB, VTIP, AAPL, VV | 13F-HR | 1/31/2023 | 000108514623000500 |
| Q3 2022 | 172 | 407,803 | VTIP, VB, AAPL, VCSH | 13F-HR | 10/28/2022 | 000108514622003636 |
| Q2 2022 | 175 | 441,956 | VTIP, VCSH, VB, AAPL | 13F-HR | 8/1/2022 | 000108514622002715 |
| Q1 2022 | 180 | 517,092 | VCSH, VB, AAPL, VTIP | 13F-HR | 4/20/2022 | 000108514622001473 |
| Q4 2021 | 190 | 553,911 | VB, AAPL, IAU, VCSH | 13F-HR | 2/1/2022 | 000108514622000450 |
| Q3 2021 | 191 | 519,610 | VCSH, VB, IAU, AAPL | 13F-HR | 10/12/2021 | 000108514621002732 |
| Q2 2021 | 191 | 517,252 | VCSH, VB, IAU, AAPL | 13F-HR | 7/27/2021 | 000108514621002112 |
| Q1 2021 | 177 | 477,754 | VCSH, IAU, VB, AAPL | 13F-HR | 4/29/2021 | 000108514621001369 |
| Q4 2020 | 162 | 444,921 | VCSH, IAU, VB, AAPL | 13F-HR | 1/27/2021 | 000108514621000282 |
| Q3 2020 | 146 | 405,581 | VCSH, IAU, SHM, GBIL | 13F-HR | 10/22/2020 | 000108514620002607 |
| Q2 2020 | 155 | 386,372 | VCSH, IAU, SHM, FLOT | 13F-HR | 7/20/2020 | 000108514620001825 |
| Q1 2020 | 156 | 338,795 | VCSH, SHM, FLOT, GBIL | 13F-HR | 5/1/2020 | 000108514620001277 |
| Q4 2019 | 159 | 405,640 | VCSH, SHM, FLOT, GBIL | 13F-HR | 1/31/2020 | 000108514620000345 |
| Q3 2019 | 158 | 391,431 | VCSH, SHM, FLOT, GBIL | 13F-HR | 11/8/2019 | 000108514619002807 |
| Q2 2019 | 158 | 397,134 | VCSH, SHM, FLOT, CSCO | 13F-HR | 7/24/2019 | 000108514619001962 |
| Q1 2019 | 156 | 388,744 | VCSH, SHM, FLOT, VB | 13F-HR | 5/9/2019 | 000108514619001412 |
| Q4 2018 | 149 | 360,102 | VCSH, FLOT, SHM, HYG | 13F-HR | 2/6/2019 | 000108514619000343 |
| Q3 2018 | 155 | 395,862 | VCSH, FLOT, SHM, HYG | 13F-HR | 10/30/2018 | 000108514618002443 |
| Q2 2018 | 153 | 379,927 | VCSH, VWO, SHM, HYG | 13F-HR | 7/30/2018 | 000108514618001778 |
| Q1 2018 | 150 | 371,904 | VCSH, VWO, VGK, SHM | 13F-HR | 5/9/2018 | 000108514618001293 |
| Q4 2017 | 144 | 363,450 | VCSH, SHM, VGK, VB | 13F-HR | 2/1/2018 | 000108514618000286 |
| Q3 2017 | 147 | 353,260 | VCSH, SHM, VGK, VB | 13F-HR | 11/8/2017 | 000108514617002234 |
| Q2 2017 | 150 | 361,081 | VCSH, SHM, VGK, VB | 13F-HR | 8/9/2017 | 000108514617001703 |
| Q1 2017 | 152 | 357,688 | VCSH, SHM, PFF, VB | 13F-HR | 5/10/2017 | 000108514617001158 |
| Q4 2016 | 139 | 342,486 | VCSH, SHM, PFF, VB | 13F-HR | 2/7/2017 | 000108514617000301 |
| Q3 2016 | 136 | 316,873 | VCSH, SHM, PFF, VB | 13F-HR | 11/8/2016 | 000108514616004675 |
| Q2 2016 | 137 | 323,460 | VCSH, SHM, PFF, VGK | 13F-HR | 7/29/2016 | 000108514616004090 |
| Q1 2016 | 135 | 316,889 | VCSH, SHM, PFF, VGK | 13F-HR | 4/29/2016 | 000108514616003547 |
| Q4 2015 | 139 | 311,775 | VCSH, SHM, PFF, VGK | 13F-HR | 2/2/2016 | 000108514616002715 |
| Q3 2015 | 139 | 296,554 | SHM, VCSH, PFF, TIP | 13F-HR | 10/23/2015 | 000108514615002068 |
| Q2 2015 | 150 | 355,399 | SHM, VEA, PFF, TIP | 13F-HR | 7/31/2015 | 000108514615001544 |
| Q1 2015 | 159 | 341,162 | SHM, PFF, VEA, BEN | 13F-HR | 4/28/2015 | 000108514615000987 |
| Q4 2014 | 153 | 335,204 | BEN, SHM, AMJ, TIP | 13F-HR | 2/5/2015 | 000108514615000254 |
| Q3 2014 | 150 | 321,907 | BEN, TIP, AMJ, SHM | 13F-HR | 11/6/2014 | 000108514614002096 |
| Q2 2014 | 105 | 255,340 | AMJ, BSV, FLOT, SHM | 13F-HR | 8/8/2014 | 000108514614001558 |
| Q1 2014 | 107 | 241,675 | AMJ, BSV, FLOT, VNQ | 13F-HR | 4/28/2014 | 000108514614000918 |
| Q4 2013 | 111 | 240,404 | AMJ, BSV, SHM, FLOT | 13F-HR | 2/4/2014 | 000108514614000215 |