| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 34 | 1,186,278 | SPY, BND, IJH, IEFA | 13F-HR | 5/1/2025 | 000139834425008404 |
| Q4 2024 | 41 | 1,217,009 | SPY, IJH, BND, IEFA | 13F-HR | 1/29/2025 | 000139834425001375 |
| Q3 2024 | 41 | 1,263,684 | SPY, IJH, BND, IEFA | 13F-HR | 11/4/2024 | 000139834424019923 |
| Q2 2024 | 34 | 1,170,032 | SPY, BND, IJH, IEFA | 13F-HR | 7/22/2024 | 000139834424012911 |
| Q1 2024 | 42 | 1,284,996 | SPY, BND, IJH, IEFA | 13F-HR | 4/18/2024 | 000139834424007309 |
| Q4 2023 | 41 | 1,208,080 | SPY, IEFA, BND, IJH | 13F-HR | 1/16/2024 | 000139834424000657 |
| Q3 2023 | 50 | 1,129,068 | SPY, IEFA, BND, IJH | 13F-HR | 10/31/2023 | 000139834423019955 |
| Q2 2023 | 51 | 1,186,027 | SPY, BND, IJH, IEFA | 13F-HR | 7/28/2023 | 000139834423013729 |
| Q1 2023 | 33 | 1,090,343 | SPY, IEFA, BND, IJH | 13F-HR | 5/9/2023 | 000139834423009224 |
| Q4 2022 | 34 | 972,757 | SPY, IJH, BND, IEFA | 13F-HR | 2/1/2023 | 000139834423001817 |
| Q3 2022 | 38 | 954,242 | SPY, BND, IJH, IEFA | 13F-HR | 10/24/2022 | 000142677122000005 |
| Q2 2022 | 39 | 994,373 | SPY, BND, IJH, IEFA | 13F-HR | 7/14/2022 | 000142677122000004 |
| Q1 2022 | 38 | 1,147,091 | SPY, IEFA, IJH, BND | 13F-HR | 4/8/2022 | 000142677122000003 |
| Q4 2021 | 31 | 1,191,046 | SPY, IEFA, IJH, BND | 13F-HR | 1/18/2022 | 000142677122000001 |
| Q3 2021 | 35 | 1,118,786 | SPY, IEFA, IJH, BND | 13F-HR | 10/20/2021 | 000142677121000007 |
| Q2 2021 | 35 | 1,122,008 | SPY, IEFA, IJH, BND | RESTATEMENT | 10/25/2021 | 000142677121000009 |
| Q1 2021 | 36 | 1,101,671 | SPY, IEFA, IJH, BND | 13F-HR | 4/12/2021 | 000142677121000003 |
| Q4 2020 | 35 | 1,005,658 | SPY, BND, IJH, EFA | 13F-HR | 1/11/2021 | 000142677121000001 |
| Q3 2020 | 35 | 914,540 | SPY, BND, IJH, EFA | 13F-HR | 10/6/2020 | 000142677120000006 |
| Q2 2020 | 36 | 851,701 | SPY, BND, IJH, EFA | 13F-HR | 8/14/2020 | 000142677120000004 |
| Q1 2020 | 32 | 928,182 | SPY, BND, IJH, IVV | 13F-HR | 5/15/2020 | 000142677120000003 |
| Q4 2019 | 33 | 943,341 | SPY, BND, IJH, EFA | RESTATEMENT | 2/11/2020 | 000142677120000002 |
| Q3 2019 | 30 | 828,997 | SPY, BND, IJH, IEFA | 13F-HR | 11/18/2019 | 000142677119000007 |
| Q2 2019 | 67 | 759,687 | SPY, BND, IJH, IEFA | RESTATEMENT | 8/16/2019 | 000142677119000005 |
| Q1 2019 | 34 | 616,576 | SPY, BND, IJH, IEFA | 13F-HR | 5/16/2019 | 000142677119000003 |
| Q4 2018 | 25 | 515,622 | SPY, BND, IJH, IEFA | 13F-HR | 2/14/2019 | 000142677119000001 |
| Q3 2018 | 24 | 596,848 | SPY, IEFA, BND, IJH | 13F-HR | 11/15/2018 | 000142677118000003 |
| Q2 2018 | 36 | 667,790 | IEFA, SPY, IJH, BND | 13F-HR | 8/15/2018 | 000173160118000004 |
| Q1 2018 | 25 | 559,279 | IEFA, SPY, IJH, BND | 13F-HR | 5/16/2018 | 000142677118000002 |
| Q4 2017 | 25 | 551,671 | IEFA, SPY, IJH, BND | 13F-HR | 2/15/2018 | 000142677118000001 |
| Q3 2017 | 25 | 528,753 | IEFA, SPY, IJH, BND | 13F-HR | 11/16/2017 | 000142677117000004 |
| Q2 2017 | 27 | 490,038 | IEFA, SPY, IJH, BND | 13F-HR | 8/15/2017 | 000142677117000003 |
| Q1 2017 | 21 | 471,342 | IEFA, SPY, IJH, BND | 13F-HR | 5/15/2017 | 000142677117000002 |
| Q4 2016 | 26 | 418,720 | SPY, IEFA, IJH, BND | 13F-HR | 2/16/2017 | 000142677117000001 |
| Q3 2016 | 23 | 393,958 | SPY, IEFA, IJH, VNQ | 13F-HR | 11/16/2016 | 000142677116000009 |
| Q2 2016 | 23 | 386,753 | IEFA, SPY, VNQ, IJH | 13F-HR | 8/12/2016 | 000142677116000008 |
| Q1 2016 | 21 | 380,106 | IEFA, SPY, IJH, VNQ | 13F-HR | 5/16/2016 | 000142677116000007 |
| Q4 2015 | 23 | 372,075 | SPY, IEFA, IJH, VNQ | 13F-HR | 2/12/2016 | 000142677116000006 |
| Q3 2015 | 19 | 276,079 | IJH, IWM, IEMG, BWX | 13F-HR | 11/13/2015 | 000142677115000005 |
| Q2 2015 | 22 | 353,566 | SPY, VEA, IJH, VNQ | 13F-HR | 8/17/2015 | 000142677115000004 |
| Q1 2015 | 25 | 360,777 | SPY, VEA, IJH, VNQ | 13F-HR | 5/15/2015 | 000142677115000003 |
| Q4 2014 | 26 | 340,887 | SPY, VEA, IJH, VNQ | 13F-HR | 2/13/2015 | 000142677115000002 |
| Q3 2014 | 32 | 423,118 | SPY, VEA, IJH, BND | 13F-HR | 11/17/2014 | 000142677114000004 |
| Q2 2014 | 26 | 432,357 | SPY, VEA, IJH, BND | 13F-HR | 8/12/2014 | 000142677114000003 |
| Q1 2014 | 25 | 412,218 | SPY, VEA, IJH, VNQ | 13F-HR | 5/13/2014 | 000142677114000002 |
| Q4 2013 | 26 | 399,827 | SPY, VEA, IJH, VWO | 13F-HR | 2/14/2014 | 000142677114000001 |