| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 441 | 3,579,314 | SPY, IWR, IWM, VOO | 13F-HR | 5/5/2025 | 000108514625002594 |
| Q4 2024 | 448 | 3,641,365 | SPY, IWR, IWM, LOW | 13F-HR | 2/6/2025 | 000108514625000866 |
| Q3 2024 | 440 | 3,714,769 | SPY, IWR, IWM, LOW | 13F-HR | 11/7/2024 | 000108514624005401 |
| Q2 2024 | 442 | 3,708,164 | SPY, IWR, IWM, IXUS | 13F-HR | 7/25/2024 | 000108514624003244 |
| Q1 2024 | 426 | 3,422,927 | SPY, IWR, IWM, LOW | 13F-HR | 5/6/2024 | 000108514624002261 |
| Q4 2023 | 424 | 3,185,985 | SPY, IWR, IWM, IXUS | 13F-HR | 2/8/2024 | 000108514624000898 |
| Q3 2023 | 419 | 2,862,864 | SPY, IWR, IWM, IXUS | 13F-HR | 11/8/2023 | 000108514623004207 |
| Q2 2023 | 440 | 2,998,146 | SPY, IWR, IWM, IXUS | 13F-HR | 8/2/2023 | 000108514623003003 |
| Q1 2023 | 453 | 2,893,886 | IWR, SPY, IWM, IXUS | 13F-HR | 5/10/2023 | 000108514623002199 |
| Q4 2022 | 440 | 2,760,401 | IWR, SPY, IWM, IXUS | 13F-HR | 2/7/2023 | 000108514623000733 |
| Q3 2022 | 435 | 2,664,374 | SPY, IWR, IWM, LOW | 13F-HR | 11/3/2022 | 000108514622003773 |
| Q2 2022 | 427 | 2,689,891 | IWR, SPY, IWM, BALL | 13F-HR | 8/5/2022 | 000108514622002848 |
| Q1 2022 | 449 | 3,146,218 | IWR, SPY, IWM, BALL | 13F-HR | 5/10/2022 | 000108514622001953 |
| Q4 2021 | 445 | 3,353,698 | IWR, SPY, IWM, BALL | 13F-HR | 2/3/2022 | 000108514622000514 |
| Q3 2021 | 450 | 3,119,309 | IWR, SPY, IWM, BALL | 13F-HR | 10/28/2021 | 000108514621002918 |
| Q2 2021 | 451 | 3,134,203 | IWR, SPY, IWM, VFC | 13F-HR | 8/2/2021 | 000108514621002188 |
| Q1 2021 | 434 | 2,969,613 | IWR, SPY, IWM, VFC | 13F-HR | 5/10/2021 | 000108514621001559 |
| Q4 2020 | 440 | 2,807,406 | IWR, SPY, IWM, VFC | RESTATEMENT | 2/10/2021 | 000108514621000564 |
| Q3 2020 | 427 | 2,427,611 | SPY, IWR, IWM, BALL | 13F-HR | 10/22/2020 | 000108514620002604 |
| Q2 2020 | 418 | 2,263,568 | SPY, IWR, IWM, BALL | 13F-HR | 8/13/2020 | 000108514620002195 |
| Q1 2020 | 243 | 1,331,345 | IWR, SPY, BALL, IWM | 13F-HR | 5/15/2020 | 000138882920000002 |
| Q4 2019 | 263 | 1,765,980 | IWR, SPY, VFC, IWM | 13F-HR | 2/4/2020 | 000138882920000001 |
| Q3 2019 | 257 | 1,710,892 | IWR, SPY, VFC, ACWX | 13F-HR | 11/5/2019 | 000138882919000004 |
| Q2 2019 | 259 | 1,675,553 | IWR, SPY, VFC, ACWX | 13F-HR | 7/31/2019 | 000138882919000003 |
| Q1 2019 | 259 | 1,623,618 | SPY, IWR, VFC, ACWX | 13F-HR | 4/25/2019 | 000138882919000002 |
| Q4 2018 | 255 | 1,446,183 | SPY, IWR, VFC, ACWX | 13F-HR | 2/12/2019 | 000138882919000001 |
| Q3 2018 | 255 | 1,688,239 | SPY, IWR, VFC, IWM | 13F-HR | 10/24/2018 | 000138882918000004 |
| Q2 2018 | 250 | 1,604,231 | SPY, IWR, VFC, IWM | 13F-HR | 7/18/2018 | 000138882918000003 |
| Q1 2018 | 252 | 1,552,413 | SPY, IWR, VFC, IWM | 13F-HR | 4/16/2018 | 000138882918000002 |
| Q4 2017 | 248 | 1,544,713 | SPY, IWR, VFC, IWM | 13F-HR | 2/8/2018 | 000138882918000001 |
| Q3 2017 | 249 | 1,448,247 | SPY, IWR, EFA, IWM | 13F-HR | 11/2/2017 | 000138882917000004 |
| Q2 2017 | 256 | 1,376,996 | SPY, IWR, EFA, IWM | 13F-HR | 8/10/2017 | 000138882917000003 |
| Q1 2017 | 266 | 1,298,121 | SPY, IWR, EFA, VFC | 13F-HR | 5/3/2017 | 000138882917000002 |
| Q4 2016 | 260 | 1,214,769 | SPY, IWR, EFA, VFC | 13F-HR | 2/1/2017 | 000138882917000001 |
| Q3 2016 | 273 | 1,172,179 | SPY, IWR, EFA, EZU | 13F-HR | 11/3/2016 | 000138882916000009 |
| Q2 2016 | 263 | 1,119,506 | IWR, SPY, EZU, EFA | 13F-HR | 8/3/2016 | 000138882916000008 |
| Q1 2016 | 261 | 1,094,649 | IWR, SPY, EZU, EFA | 13F-HR | 5/13/2016 | 000138882916000007 |
| Q4 2015 | 269 | 1,097,456 | IWR, EZU, SPY, EFA | 13F-HR | 2/8/2016 | 000138882916000006 |
| Q3 2015 | 268 | 1,053,206 | IWR, EZU, SPY, EFA | 13F-HR | 10/21/2015 | 000138882915000005 |
| Q2 2015 | 259 | 1,093,017 | IWR, EZU, SPY, EFA | 13F-HR | 8/24/2015 | 000138882915000003 |
| Q1 2015 | 252 | 1,044,124 | IWR, EZU, SPY, EFA | 13F-HR | 5/6/2015 | 000138882915000002 |
| Q4 2014 | 257 | 989,050 | SPY, IWR, VFC, EFA | 13F-HR | 2/6/2015 | 000138882915000001 |
| Q3 2014 | 248 | 964,173 | SPY, IWR, EFA, EZU | 13F-HR | 11/10/2014 | 000138882914000005 |
| Q2 2014 | 240 | 984,706 | IWR, SPY, EFA, EZU | 13F-HR | 8/8/2014 | 000138882914000003 |
| Q1 2014 | 241 | 928,956 | IWR, SPY, EFA, VFC | 13F-HR | 4/24/2014 | 000138882914000002 |
| Q4 2013 | 240 | 895,060 | IWR, SPY, VFC, EFA | 13F-HR | 2/13/2014 | 000138882914000001 |