| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 449 | 4,623,178 | VB, IEFA, IEMG, IVV | 13F-HR | 7/17/2026 | 000132199326000005 |
| Q1 2026 | 433 | 3,612,688 | IEFA, VB, IEMG, SJNK | 13F-HR | 4/21/2026 | 000132199326000004 |
| Q4 2025 | 460 | 4,185,040 | IEFA, VB, IVV, SJNK | 13F-HR | 2/3/2026 | 000132199326000003 |
| Q3 2025 | 450 | 4,049,881 | IEFA, VB, SJNK, USHY | 13F-HR | 10/27/2025 | 000132199325000009 |
| Q2 2025 | 413 | 3,674,748 | IEFA, SJNK, SPHY, USHY | 13F-HR | 7/22/2025 | 000132199325000008 |
| Q1 2025 | 368 | 3,234,862 | BKLN, SJNK, SHYG, IEFA | 13F-HR | 4/17/2025 | 000132199325000004 |
| Q4 2024 | 380 | 3,471,006 | BKLN, SJNK, SHYG, VB | 13F-HR | 1/21/2025 | 000132199325000002 |
| Q3 2024 | 366 | 3,695,483 | IEFA, BKLN, SJNK, SHYG | 13F-HR | 10/22/2024 | 000132199324000007 |
| Q2 2024 | 349 | 3,341,389 | IEFA, BKLN, SJNK, SHYG | 13F-HR | 7/22/2024 | 000132199324000004 |
| Q1 2024 | 345 | 3,252,918 | IEFA, BKLN, SJNK, SHYG | 13F-HR | 4/17/2024 | 000132199324000003 |
| Q4 2023 | 331 | 3,020,373 | IEFA, BKLN, SJNK, SHYG | 13F-HR | 1/24/2024 | 000132199324000001 |
| Q3 2023 | 310 | 2,586,051 | IEFA, BKLN, VCSH, SJNK | 13F-HR | 10/19/2023 | 000132199323000005 |
| Q2 2023 | 315 | 2,820,122 | IEFA, IWM, BKLN, VCSH | 13F-HR | 7/19/2023 | 000132199323000004 |
| Q1 2023 | 305 | 2,440,288 | IEFA, BKLN, VCSH, SJNK | 13F-HR | 4/20/2023 | 000132199323000003 |
| Q4 2022 | 297 | 2,368,911 | JPST, SHV, VCSH, JHML | 13F-HR | 1/25/2023 | 000132199323000001 |
| Q3 2022 | 271 | 1,916,241 | JPST, SHV, IVV, JHML | 13F-HR | 10/28/2022 | 000132199322000005 |
| Q2 2022 | 273 | 1,983,207 | JPST, SHV, IVV, JHML | 13F-HR | 7/22/2022 | 000132199322000004 |
| Q1 2022 | 300 | 1,917,532 | IVV, JHML, XLK, AAPL | 13F-HR | 5/6/2022 | 000132199322000003 |
| Q4 2021 | 298 | 2,184,679 | SRLN, IVV, IJR, JHML | 13F-HR | 2/1/2022 | 000132199322000001 |
| Q3 2021 | 301 | 2,298,163 | FPE, SRLN, IEFA, IVV | 13F-HR | 11/8/2021 | 000132199321000005 |
| Q2 2021 | 301 | 2,304,752 | IEFA, FPE, SRLN, IVV | 13F-HR | 8/4/2021 | 000132199321000004 |
| Q1 2021 | 279 | 2,079,454 | IEFA, FPE, IJR, IVV | 13F-HR | 5/12/2021 | 000132199321000003 |
| Q4 2020 | 266 | 1,924,811 | FPE, IEFA, IVV, SRLN | 13F-HR | 2/2/2021 | 000132199321000001 |
| Q3 2020 | 253 | 1,563,424 | FPE, IEFA, LQD, SPDW | 13F-HR | 11/12/2020 | 000132199320000005 |
| Q2 2020 | 250 | 1,439,140 | IEFA, LQD, IJR, FPE | 13F-HR | 7/31/2020 | 000132199320000004 |
| Q1 2020 | 236 | 1,095,636 | SHV, AGG, LQD, MUB | 13F-HR | 5/5/2020 | 000132199320000003 |
| Q4 2019 | 275 | 1,526,346 | LQD, PFF, HYLB, IEFA | 13F-HR | 2/5/2020 | 000132199320000002 |
| Q3 2019 | 261 | 1,403,666 | SHV, LQD, PFF, HYLB | 13F-HR | 11/5/2019 | 000132199319000005 |
| Q2 2019 | 253 | 1,317,676 | SHV, LQD, HYLB, IVV | 13F-HR | 7/30/2019 | 000132199319000004 |
| Q1 2019 | 252 | 1,275,780 | LQD, HYLB, IEFA, IEMG | 13F-HR | 5/2/2019 | 000132199319000003 |
| Q4 2018 | 242 | 1,024,583 | SHV, HYD, TOTL, QAI | 13F-HR | 2/1/2019 | 000132199319000001 |
| Q3 2018 | 252 | 1,248,994 | SHV, SRLN, BKLN, SJNK | 13F-HR | 11/9/2018 | 000132199318000006 |
| Q2 2018 | 245 | 1,131,416 | SHV, SRLN, BKLN, IJR | 13F-HR | 8/10/2018 | 000132199318000005 |
| Q1 2018 | 252 | 1,032,127 | SRLN, BKLN, IJH, PRF | 13F-HR | 5/7/2018 | 000132199318000004 |
| Q4 2017 | 228 | 1,036,038 | FLOT, BKLN, IEFA, IJH | 13F-HR | 2/5/2018 | 000132199318000001 |
| Q3 2017 | 215 | 940,505 | JNK, BKLN, IEFA, VEA | 13F-HR | 11/3/2017 | 000132199317000009 |
| Q2 2017 | 214 | 896,354 | JNK, BKLN, IEFA, PRF | 13F-HR | 7/18/2017 | 000132199317000007 |
| Q1 2017 | 213 | 912,878 | PRF, JNK, BKLN, VUG | 13F-HR | 5/1/2017 | 000132199317000006 |
| Q4 2016 | 210 | 862,145 | PRF, JNK, BKLN, VUG | 13F-HR | 1/24/2017 | 000132199317000002 |
| Q3 2016 | 209 | 747,193 | PRF, VUG, IJH, IJR | 13F-HR | 10/24/2016 | 000132199316000013 |
| Q2 2016 | 220 | 748,261 | PRF, LQD, VUG, SHY | 13F-HR | 7/25/2016 | 000132199316000012 |
| Q1 2016 | 210 | 777,304 | SHY, PRF, VUG, BND | 13F-HR | 4/25/2016 | 000132199316000011 |
| Q4 2015 | 211 | 740,473 | SHY, PRF, EMB, VUG | 13F-HR | 2/3/2016 | 000132199316000009 |
| Q3 2015 | 204 | 777,241 | SHY, IGSB, MINT, PRF | 13F-HR | 10/8/2015 | 000132199315000008 |
| Q2 2015 | 194 | 710,034 | IJH, PRF, VEA, IEMG | 13F-HR | 8/11/2015 | 000132199315000006 |
| Q1 2015 | 174 | 416,024 | AAPL, INTC, CSCO, NVO | 13F-HR | 4/24/2015 | 000132199315000004 |
| Q4 2014 | 163 | 386,867 | AAPL, INTC, MSFT, CSCO | 13F-HR | 2/12/2015 | 000132199315000003 |
| Q3 2014 | 168 | 382,085 | AAPL, INTC, MSFT, LYB | 13F-HR | 11/6/2014 | 000132199314000009 |
| Q2 2014 | 175 | 381,674 | AAPL, INTC, MSFT, CSCO | 13F-HR | 7/28/2014 | 000132199314000007 |
| Q1 2014 | 152 | 356,048 | MSFT, AAPL, INTC, CSX | 13F-HR | 5/1/2014 | 000132199314000005 |
| Q4 2013 | 155 | 334,610 | AAPL, INTC, MSFT, CSX | 13F-HR | 2/3/2014 | 000132199314000002 |