| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2024 | 37 | 442,045 | IVV, VOO, BND, IEF | 13F-HR | 4/15/2024 | 000141126824000004 |
| Q4 2023 | 42 | 622,558 | IWB, IVV, AGG, BND | 13F-HR | 1/16/2024 | 000141126824000002 |
| Q3 2023 | 41 | 582,880 | IWB, IVV, AGG, BND | 13F-HR | 10/12/2023 | 000141126823000007 |
| Q2 2023 | 39 | 620,406 | IWB, IVV, AGG, BND | 13F-HR | 7/24/2023 | 000141126823000006 |
| Q1 2023 | 40 | 611,904 | IWB, IVV, AGG, BND | 13F-HR | 4/25/2023 | 000141126823000005 |
| Q4 2022 | 40 | 609,341 | IWB, IVV, AGG, BND | 13F-HR | 1/30/2023 | 000108514623000476 |
| Q3 2022 | 37 | 578,976 | IWB, IVV, AGG, BND | 13F-HR | 10/26/2022 | 000108514622003611 |
| Q2 2022 | 41 | 635,145 | IWB, IVV, AGG, BND | 13F-HR | 7/18/2022 | 000108514622002452 |
| Q1 2022 | 41 | 738,458 | IWB, IVV, AGG, BND | 13F-HR | 4/14/2022 | 000108514622001425 |
| Q4 2021 | 41 | 791,786 | IWB, IVV, AGG, BND | 13F-HR | 1/25/2022 | 000108514622000315 |
| Q3 2021 | 41 | 759,593 | IWB, IVV, AGG, BND | 13F-HR | 10/20/2021 | 000108514621002867 |
| Q2 2021 | 41 | 644,700 | AGG, IVV, BND, IWB | 13F-HR | 7/19/2021 | 000108514621002019 |
| Q1 2021 | 43 | 624,711 | AGG, BND, IVV, IWB | 13F-HR | 4/20/2021 | 000108514621001254 |
| Q4 2020 | 42 | 557,754 | IVV, BND, AGG, VOO | 13F-HR | 1/22/2021 | 000108514621000220 |
| Q3 2020 | 42 | 515,322 | IVV, BND, AGG, VOO | 13F-HR | 10/14/2020 | 000108514620002514 |
| Q2 2020 | 42 | 500,350 | IVV, AGG, BND, VOO | 13F-HR | 7/20/2020 | 000108514620001828 |
| Q1 2020 | 43 | 456,951 | IVV, AGG, BND, VOO | 13F-HR | 4/16/2020 | 000108514620001119 |
| Q4 2019 | 46 | 534,291 | AGG, BND, IVV, VOO | 13F-HR | 1/23/2020 | 000108514620000276 |
| Q3 2019 | 46 | 506,533 | AGG, BND, IVV, VOO | 13F-HR | 10/17/2019 | 000108514619002568 |
| Q2 2019 | 46 | 498,590 | AGG, BND, IVV, EFA | 13F-HR | 7/18/2019 | 000108514619001918 |
| Q1 2019 | 46 | 455,895 | BND, AGG, IVV, VOO | 13F-HR | 4/16/2019 | 000108514619001180 |
| Q4 2018 | 46 | 431,011 | BND, AGG, IVV, EFA | 13F-HR | 1/17/2019 | 000108514619000171 |
| Q3 2018 | 44 | 438,933 | BND, AGG, IVV, VOO | 13F-HR | 10/23/2018 | 000108514618002372 |
| Q2 2018 | 45 | 430,371 | BND, AGG, IVV, VOO | 13F-HR | 7/20/2018 | 000108514618001726 |
| Q1 2018 | 43 | 432,220 | BND, AGG, IVV, VOO | 13F-HR | 4/18/2018 | 000108514618001107 |
| Q4 2017 | 44 | 437,749 | BND, AGG, IVV, VOO | 13F-HR | 1/22/2018 | 000108514618000172 |
| Q3 2017 | 44 | 417,439 | BND, AGG, IVV, VOO | 13F-HR | 10/16/2017 | 000108514617002062 |
| Q2 2017 | 43 | 401,431 | BND, AGG, IVV, VOO | 13F-HR | 7/24/2017 | 000108514617001551 |
| Q1 2017 | 42 | 387,094 | AGG, BND, IVV, VOO | 13F-HR | 4/10/2017 | 000108514617000941 |
| Q4 2016 | 43 | 374,593 | BND, AGG, VOO, IVV | 13F-HR | 1/9/2017 | 000108514617000068 |
| Q3 2016 | 44 | 370,821 | BND, AGG, VOO, IVV | 13F-HR | 10/20/2016 | 000108514616004523 |
| Q2 2016 | 43 | 359,386 | BND, AGG, VOO, IVV | 13F-HR | 7/12/2016 | 000108514616003968 |
| Q1 2016 | 45 | 347,587 | BND, AGG, VOO, IVV | 13F-HR | 4/20/2016 | 000108514616003491 |
| Q4 2015 | 50 | 330,422 | BND, AGG, VOO, IVV | 13F-HR | 1/14/2016 | 000108514616002602 |
| Q3 2015 | 57 | 335,389 | BND, AGG, HYG, VCSH | 13F-HR | 10/19/2015 | 000108514615002029 |
| Q2 2015 | 63 | 351,569 | BND, AGG, HYG, VCSH | 13F-HR | 7/10/2015 | 000108514615001422 |
| Q1 2015 | 62 | 352,754 | BND, HYG, AGG, VCSH | 13F-HR | 4/15/2015 | 000108514615000927 |
| Q4 2014 | 61 | 345,885 | BND, HYG, AGG, VCSH | 13F-HR | 1/15/2015 | 000108514615000107 |
| Q3 2014 | 61 | 335,508 | BND, HYG, AGG, VCSH | 13F-HR | 10/14/2014 | 000108514614001891 |
| Q2 2014 | 60 | 335,730 | BND, HYG, AGG, VCSH | 13F-HR | 7/7/2014 | 000108514614001283 |
| Q1 2014 | 63 | 330,199 | BND, HYG, AGG, VCSH | 13F-HR | 4/9/2014 | 000108514614000819 |
| Q4 2013 | 62 | 318,128 | BND, HYG, AGG, VCSH | 13F-HR | 1/9/2014 | 000108514614000029 |