| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2017 | 504 | 868,834 | IVV, AGG, IEFA, IWM | 13F-HR | 8/15/2017 | 000108514617001942 |
| Q1 2017 | 502 | 856,136 | IVV, AGG, IEFA, IWM | 13F-HR | 5/9/2017 | 000108514617001137 |
| Q4 2016 | 511 | 799,846 | IVV, AGG, IWM, IEFA | 13F-HR | 2/13/2017 | 000108514617000548 |
| Q3 2016 | 512 | 760,074 | IVV, AGG, IEFA, IWM | 13F-HR | 10/20/2016 | 000108514616004519 |
| Q2 2016 | 495 | 723,801 | IVV, AGG, IEFA, IWM | 13F-HR | 7/21/2016 | 000108514616004010 |
| Q1 2016 | 491 | 707,113 | IVV, AGG, IEFA, IWM | 13F-HR | 4/13/2016 | 000108514616003449 |
| Q4 2015 | 447 | 660,042 | IVV, AGG, IEFA, IWM | 13F-HR | 1/22/2016 | 000108514616002639 |
| Q3 2015 | 444 | 627,553 | IVV, AGG, IEFA, IWM | 13F-HR | 10/21/2015 | 000108514615002047 |
| Q2 2015 | 464 | 678,371 | GSG, AGG, IEFA, IWN | 13F-HR | 7/15/2015 | 000108514615001450 |
| Q1 2015 | 459 | 678,920 | IVV, AGG, IWM, IEFA | 13F-HR | 5/1/2015 | 000108514615001018 |
| Q4 2014 | 460 | 698,907 | IVV, AGG, EFA, IEFA | 13F-HR | 1/27/2015 | 000108514615000176 |
| Q3 2014 | 445 | 635,722 | IVV, AGG, IEFA, IWM | RESTATEMENT | 10/27/2014 | 000108514614002027 |
| Q2 2014 | 441 | 667,904 | IVV, AGG, IEFA, IWM | 13F-HR | 7/10/2014 | 000108514614001317 |
| Q1 2014 | 404 | 536,514 | IVV, AGG, IWM, IWB | 13F-HR | 4/17/2014 | 000108514614000869 |
| Q4 2013 | 398 | 536,439 | IVV, AGG, IWM, IWB | 13F-HR | 1/14/2014 | 000108514614000094 |