| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 89 | 194,287 | IVV, AGG, VIG, VEA | 13F-HR | 10/30/2024 | 000108514624005236 |
| Q2 2024 | 86 | 181,478 | IVV, AGG, VIG, VEA | 13F-HR | 8/2/2024 | 000108514624003442 |
| Q1 2024 | 85 | 180,901 | IVV, AGG, VIG, VEA | 13F-HR | 5/3/2024 | 000108514624002206 |
| Q4 2023 | 82 | 186,621 | ITA, VCSH, XLV, EFV | 13F-HR | 2/5/2024 | 000108514624000704 |
| Q3 2023 | 84 | 148,321 | IVV, AGG, VEA, VIG | 13F-HR | 10/26/2023 | 000108514623003947 |
| Q2 2023 | 80 | 147,197 | IVV, AGG, VIG, VEA | 13F-HR | 7/31/2023 | 000108514623002985 |
| Q1 2023 | 80 | 155,968 | IVV, VIG, AGG, EFV | 13F-HR | 4/26/2023 | 000108514623001903 |
| Q4 2022 | 167 | 166,851 | IVV, VIG, AGG, EFV | 13F-HR | 2/8/2023 | 000139834423002357 |
| Q3 2022 | 168 | 172,236 | VANGUARD TREASURY MONEY MARKET FUND INVESTOR CLASS (GOVT), IVV, AGG, VIG | 13F-HR | 11/14/2022 | 000139834422022027 |
| Q2 2022 | 157 | 198,984 | IVV, AGG, VANGUARD TREASURY MONEY MARKET FUND INVESTOR CLASS (GOVT), VIG | 13F-HR | 8/10/2022 | 000139834422015199 |
| Q1 2022 | 163 | 213,623 | IVV, VIG, LQD, FXF | 13F-HR | 5/9/2022 | 000139834422009072 |
| Q4 2021 | 168 | 262,120 | IVV, VIG, LQD, AGG | 13F-HR | 2/11/2022 | 000139834422002709 |
| Q3 2021 | 169 | 228,923 | IVV, AGG, LQD, VIG | 13F-HR | 11/9/2021 | 000139834421021154 |
| Q2 2021 | 169 | 245,794 | IVV, AGG, VIG, LQD | 13F-HR | 7/30/2021 | 000139834421015136 |
| Q1 2021 | 162 | 238,465 | IVV, AGG, VIG, LQD | 13F-HR | 5/11/2021 | 000139834421010159 |
| Q4 2020 | 162 | 219,787 | IVV, AGG, LQD, FXF | 13F-HR | 1/21/2021 | 000139834421001109 |
| Q3 2020 | 148 | 201,333 | IVV, LQD, AGG, VIG | 13F-HR | 10/29/2020 | 000139834420020999 |
| Q2 2020 | 137 | 202,994 | IVV, AGG, FXF, LQD | 13F-HR | 7/27/2020 | 000139834420014383 |
| Q1 2020 | 108 | 113,278 | AGG, IVV, VIG, LQD | 13F-HR | 5/5/2020 | 000139834420009308 |
| Q4 2019 | 142 | 221,917 | VIG, IVV, LQD, AGG | 13F-HR | 1/27/2020 | 000139834420001273 |
| Q3 2019 | 123 | 217,455 | VIG, IVV, LQD, AGG | 13F-HR | 10/24/2019 | 000139834419018456 |
| Q2 2019 | 138 | 218,018 | ILF, IVV, LQD, AGG | 13F-HR | 7/17/2019 | 000139834419012019 |
| Q1 2019 | 121 | 207,607 | VIG, IVV, AGG, LQD | RESTATEMENT | 6/11/2019 | 000139834419010429 |
| Q4 2018 | 99 | 192,972 | VIG, IVV, AGG, LQD | 13F-HR | 2/5/2019 | 000139834419002096 |
| Q3 2018 | 121 | 210,423 | IVV, IJT, AGG, LQD | 13F-HR | 11/15/2018 | 000139834418016673 |
| Q2 2018 | 110 | 211,459 | IVV, IJT, AGG, LQD | 13F-HR | 7/19/2018 | 000139834418010266 |
| Q1 2018 | 105 | 209,460 | IVV, AGG, LQD, FXF | 13F-HR | 4/17/2018 | 000139834418005602 |
| Q4 2017 | 111 | 227,419 | IVV, ACWX, AGG, VWO | 13F-HR | 1/22/2018 | 000139834418000801 |
| Q3 2017 | 98 | 219,340 | IVV, AGG, VWO, ACWX | 13F-HR | 10/12/2017 | 000139834417013008 |
| Q2 2017 | 102 | 212,466 | IVV, VIG, AGG, VOO | 13F-HR | 7/12/2017 | 000139834417008581 |
| Q1 2017 | 100 | 205,484 | IVV, AGG, IJR, LQD | 13F-HR | 5/1/2017 | 000139834417005545 |
| Q4 2016 | 103 | 198,593 | IVV, AGG, IJR, LQD | 13F-HR | 1/17/2017 | 000139834417000565 |
| Q3 2016 | 109 | 199,730 | IVV, VIG, AGG, LQD | 13F-HR | 10/12/2016 | 000139834416019598 |
| Q2 2016 | 93 | 189,809 | VIG, IVV, AGG, LQD | 13F-HR | 7/14/2016 | 000139834416015177 |
| Q1 2016 | 105 | 163,033 | IVV, AGG, LQD, VIG | 13F-HR | 4/21/2016 | 000139834416012149 |
| Q4 2015 | 121 | 172,365 | IJT, IVV, AGG, LQD | 13F-HR | 1/12/2016 | 000139834416008976 |
| Q3 2015 | 112 | 176,394 | IJT, IVV, AGG, SHY | 13F-HR | 10/16/2015 | 000139834415006931 |
| Q2 2015 | 102 | 185,263 | IVV, AGG, VIG, LQD | 13F-HR | 7/13/2015 | 000139834415004455 |
| Q1 2015 | 105 | 186,230 | IVV, AGG, LQD, VIG | 13F-HR | 4/14/2015 | 000139834415002519 |
| Q4 2014 | 90 | 182,341 | IVV, AGG, VIG, LQD | 13F-HR | 1/26/2015 | 000139834415000354 |
| Q3 2014 | 88 | 175,823 | IVV, AGG, VIG, IWN | 13F-HR | 11/14/2014 | 000160658714000273 |
| Q2 2014 | 87 | 176,882 | IVV, AGG, VIG, IWN | RESTATEMENT | 12/2/2014 | 000160658714000285 |
| Q1 2014 | 148 | 172,312 | IVV, AGG, VIG, IWN | 13F-HR | 4/14/2014 | 000139834414002165 |
| Q4 2013 | 72 | 169,850 | IVV, AGG, VIG, IWN | 13F-HR | 1/7/2014 | 000139834414000075 |