| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2023 | 115 | 689,389 | DUHP, VTI, IYW, TILT | 13F-HR | 5/12/2023 | 000142050623001011 |
| Q4 2022 | 112 | 648,218 | DFAT, VTI, TILT, IYW | 13F-HR | 2/14/2023 | 000142050623000653 |
| Q3 2022 | 105 | 570,680 | DFAT, VTI, IYW, TILT | 13F-HR | 11/14/2022 | 000142050622002077 |
| Q2 2022 | 91 | 576,340 | DFAT, GBIL, IYW, TILT | 13F-HR | 8/11/2022 | 000142050622001496 |
| Q1 2022 | 86 | 650,369 | DFAT, GBIL, IYW, TILT | 13F-HR | 5/16/2022 | 000142050622000997 |
| Q4 2021 | 78 | 646,943 | DFAT, IWV, IYW, TILT | 13F-HR | 2/7/2022 | 000142050622000153 |
| Q3 2021 | 75 | 589,266 | IWV, VTI, TILT, IYW | 13F-HR | 11/12/2021 | 000142050621001489 |
| Q2 2021 | 68 | 579,696 | VB, IWV, VTI, TILT | 13F-HR | 8/13/2021 | 000142050621001080 |
| Q1 2021 | 60 | 516,026 | VB, IWV, VTI, TILT | 13F-HR | 5/12/2021 | 000142050621000538 |
| Q4 2020 | 60 | 473,697 | SIZE, QUAL, IYW, VTI | 13F-HR | 2/8/2021 | 000142050621000114 |
| Q3 2020 | 59 | 409,602 | QUAL, SIZE, IYW, VTI | 13F-HR | 10/30/2020 | 000142050620001101 |
| Q2 2020 | 56 | 373,428 | QUAL, SIZE, IYW, SPHQ | 13F-HR | 8/6/2020 | 000142050620000816 |
| Q1 2020 | 58 | 327,097 | GBIL, QUAL, USMV, SPHQ | 13F-HR | 5/7/2020 | 000142050620000447 |
| Q4 2019 | 55 | 390,914 | QUAL, VLUE, JPST, SPHQ | 13F-HR | 2/10/2020 | 000142050620000131 |
| Q3 2019 | 56 | 363,184 | JPST, USMV, SPLV, QUAL | 13F-HR | 11/5/2019 | 000142050619001010 |
| Q2 2019 | 55 | 360,698 | JPST, USMV, SPLV, QUAL | 13F-HR | 8/2/2019 | 000142050619000692 |
| Q1 2019 | 55 | 345,538 | JPST, USMV, QUAL, VTV | 13F-HR | 5/3/2019 | 000142050619000341 |
| Q4 2018 | 57 | 316,005 | JPST, USMV, VTV, QUAL | 13F-HR | 2/13/2019 | 000142050619000193 |
| Q3 2018 | 53 | 359,433 | IVW, USMV, VONG, VEA | 13F-HR | 11/7/2018 | 000142050618000874 |
| Q2 2018 | 53 | 344,175 | MTUM, VLUE, PDP, VEA | 13F-HR | 8/7/2018 | 000142050618000631 |
| Q1 2018 | 55 | 341,416 | MTUM, VLUE, VEA, PDP | 13F-HR | 5/7/2018 | 000142050618000353 |
| Q4 2017 | 51 | 336,804 | MTUM, VLUE, VEA, PDP | 13F-HR | 2/8/2018 | 000142050618000090 |
| Q3 2017 | 46 | 324,440 | IVW, VUG, VEA, IYG | 13F-HR | 10/20/2017 | 000142050617000632 |
| Q2 2017 | 46 | 317,568 | IVW, VUG, VEA, ACWX | 13F-HR | 8/8/2017 | 000142050617000520 |
| Q1 2017 | 48 | 315,295 | IVE, VTV, VPL, VEA | 13F-HR | 5/4/2017 | 000142050617000282 |
| Q4 2016 | 50 | 327,387 | IVE, VTV, VEA, VPL | 13F-HR | 1/31/2017 | 000142050617000058 |
| Q3 2016 | 48 | 328,867 | IJJ, VBR, SHV, EFAV | 13F-HR | 11/9/2016 | 000142050616001309 |
| Q2 2016 | 47 | 337,969 | SHV, IJJ, MINT, VBR | 13F-HR | 7/22/2016 | 000142050616001111 |
| Q1 2016 | 46 | 339,988 | SHV, IVW, VUG, MINT | 13F-HR | 5/3/2016 | 000142050616000924 |
| Q4 2015 | 45 | 351,534 | IVW, VUG, SHV, EFAV | 13F-HR | 2/8/2016 | 000142050616000732 |
| Q3 2015 | 45 | 354,534 | SHV, IJK, MINT, VUG | 13F-HR | 11/9/2015 | 000136890515000005 |
| Q2 2015 | 42 | 387,962 | IJK, VOT, SCZ, HYS | 13F-HR | 8/11/2015 | 000089271215000764 |
| Q1 2015 | 43 | 393,066 | IJK, VOT, EFAV, HEZU | 13F-HR | 5/7/2015 | 000089271215000551 |
| Q4 2014 | 42 | 400,323 | IVE, VTV, MINT, IYH | 13F-HR | 2/10/2015 | 000121465915001132 |
| Q3 2014 | 45 | 399,821 | IVE, VTV, EEMV, EWC | 13F-HR | 11/14/2014 | 000121465914007719 |
| Q2 2014 | 44 | 429,417 | IVE, VTV, EFAV, EWX | 13F-HR | 8/5/2014 | 000121465914005607 |
| Q1 2014 | 43 | 416,833 | IVW, VUG, IEV, EFAV | 13F-HR | 5/12/2014 | 000121465914003465 |
| Q4 2013 | 44 | 424,359 | IJT, IEV, SCZ, VBK | 13F-HR | 2/7/2014 | 000121465914000948 |