| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 157 | 2,280,746 | INTF, SMLF, LRGF, VGIT | 13F-HR | 8/24/2026 | 000143253926000005 |
| Q1 2026 | 152 | 2,099,586 | INTF, SMLF, LRGF, VGIT | 13F-HR | 5/8/2026 | 000143253926000003 |
| Q4 2025 | 144 | 2,167,663 | INTF, SMLF, LRGF, VGIT | 13F-HR | 2/9/2026 | 000143253926000001 |
| Q3 2025 | 142 | 1,992,943 | INTF, SMLF, LRGF, VGIT | 13F-HR | 11/14/2025 | 000143253925000010 |
| Q2 2025 | 138 | 1,858,774 | INTF, SMLF, LRGF, VGIT | 13F-HR | 8/1/2025 | 000143253925000007 |
| Q1 2025 | 133 | 1,707,225 | INTF, SMLF, LRGF, VGIT | 13F-HR | 5/23/2025 | 000143253925000006 |
| Q4 2024 | 136 | 1,676,724 | INTF, SMLF, LRGF, VGIT | 13F-HR | 2/11/2025 | 000143253925000001 |
| Q3 2024 | 141 | 1,685,464 | INTF, LRGF, SMLF, GVI | 13F-HR | 11/14/2024 | 000143253924000009 |
| Q2 2024 | 131 | 1,580,354 | LRGF, SMLF, INTF, GVI | 13F-HR | 8/12/2024 | 000143253924000005 |
| Q1 2024 | 126 | 1,548,214 | SMLF, LRGF, INTF, GVI | 13F-HR | 5/7/2024 | 000143253924000003 |
| Q4 2023 | 127 | 1,422,923 | SMLF, LRGF, INTF, GVI | 13F-HR | 2/8/2024 | 000143253924000001 |
| Q3 2023 | 120 | 1,284,858 | SMLF, LRGF, INTF, GVI | 13F-HR | 11/6/2023 | 000143253923000005 |
| Q2 2023 | 122 | 1,341,466 | SMLF, LRGF, INTF, VCSH | 13F-HR | 8/10/2023 | 000143253923000004 |
| Q1 2023 | 119 | 1,293,259 | SMLF, LRGF, INTF, VCSH | 13F-HR | 5/12/2023 | 000143253923000003 |
| Q4 2022 | 121 | 1,250,821 | SMLF, LRGF, INTF, VCSH | 13F-HR | 2/13/2023 | 000143253923000001 |
| Q3 2022 | 126 | 1,132,957 | SMLF, LRGF, VCSH, INTF | 13F-HR | 11/9/2022 | 000143253922000005 |
| Q2 2022 | 129 | 1,177,058 | LRGF, SMLF, INTF, VCSH | 13F-HR | 8/12/2022 | 000143253922000004 |
| Q1 2022 | 138 | 1,321,506 | LRGF, SMLF, INTF, VCSH | 13F-HR | 4/26/2022 | 000143253922000003 |
| Q4 2021 | 133 | 1,343,767 | LRGF, SMLF, INTF, VCSH | 13F-HR | 2/15/2022 | 000143253922000001 |
| Q3 2021 | 128 | 1,266,493 | LRGF, SMLF, INTF, VCSH | 13F-HR | 11/15/2021 | 000143253921000006 |
| Q2 2021 | 143 | 1,260,496 | LRGF, SMLF, INTF, VCSH | 13F-HR | 8/16/2021 | 000143253921000005 |
| Q1 2021 | 136 | 1,183,897 | LRGF, SMLF, INTF, GVI | 13F-HR | 5/6/2021 | 000143253921000004 |
| Q4 2020 | 134 | 1,115,091 | LRGF, SMLF, INTF, GVI | 13F-HR | 2/8/2021 | 000143253921000001 |
| Q3 2020 | 126 | 973,715 | LRGF, INTF, SMLF, GVI | 13F-HR | 11/16/2020 | 000143253920000007 |
| Q2 2020 | 125 | 899,682 | LRGF, INTF, SMLF, GVI | 13F-HR | 8/11/2020 | 000143253920000006 |
| Q1 2020 | 120 | 748,170 | INTF, LRGF, SMLF, GVI | 13F-HR | 5/8/2020 | 000143253920000005 |
| Q4 2019 | 135 | 870,288 | INTF, SMLF, LRGF, GVI | 13F-HR | 2/13/2020 | 000143253920000001 |
| Q3 2019 | 134 | 782,489 | INTF, SMLF, GVI, VCSH | 13F-HR | 11/14/2019 | 000143253919000002 |
| Q2 2019 | 136 | 757,113 | INTF, SMLF, LRGF, VCSH | 13F-HR | 8/13/2019 | 000158064219003650 |
| Q1 2019 | 134 | 723,395 | INTF, SMLF, VCSH, GVI | 13F-HR | 4/23/2019 | 000158064219002031 |
| Q4 2018 | 130 | 639,285 | INTF, IWF, VIG, VCSH | 13F-HR | 2/11/2019 | 000158064219000737 |
| Q3 2018 | 120 | 671,339 | IEFA, IWM, IEMG, IWF | 13F-HR | 10/25/2018 | 000143253918000005 |
| Q2 2018 | 118 | 648,642 | IEFA, IWM, IEMG, IWF | 13F-HR | 8/6/2018 | 000143253918000004 |
| Q1 2018 | 107 | 614,943 | IEFA, IEMG, IWM, IWF | 13F-HR | 5/14/2018 | 000143253918000003 |
| Q4 2017 | 119 | 632,364 | IEFA, IEMG, IWM, IWF | 13F-HR | 2/5/2018 | 000143253918000002 |
| Q3 2017 | 117 | 605,493 | IEFA, IEMG, IWM, IWF | 13F-HR | 11/6/2017 | 000143253917000004 |
| Q2 2017 | 115 | 571,921 | IEFA, IEMG, GVI, IWM | 13F-HR | 8/14/2017 | 000143253917000003 |
| Q1 2017 | 114 | 549,907 | IEFA, IEMG, IWM, GVI | 13F-HR | 5/11/2017 | 000143253917000002 |
| Q4 2016 | 111 | 520,912 | IEFA, IEMG, IWM, IWF | 13F-HR | 2/14/2017 | 000143253917000001 |
| Q3 2016 | 103 | 503,525 | IEFA, IEMG, IWM, IWF | 13F-HR | 11/7/2016 | 000143253916000010 |
| Q2 2016 | 97 | 498,502 | IEFA, IEMG, IWM, IWF | 13F-HR | 8/5/2016 | 000143253916000009 |
| Q1 2016 | 93 | 430,334 | IEFA, IEMG, IWM, GLD | 13F-HR | 5/5/2016 | 000143253916000008 |
| Q4 2015 | 96 | 380,947 | IEFA, IEMG, IWM, IWF | 13F-HR | 2/12/2016 | 000143253916000006 |
| Q3 2015 | 97 | 360,634 | EFA, IWM, IEMG, EEM | 13F-HR | 11/13/2015 | 000143253915000005 |
| Q2 2015 | 91 | 356,631 | EFA, IEMG, IWM, AAPL | 13F-HR | 8/12/2015 | 000143253915000004 |
| Q1 2015 | 92 | 388,151 | EFA, EEM, IWM, AAPL | 13F-HR | 5/14/2015 | 000143253915000002 |
| Q4 2014 | 96 | 367,833 | EFA, EEM, IWM, VNQ | 13F-HR | 2/12/2015 | 000143253915000001 |
| Q3 2014 | 96 | 358,237 | EFA, EEM, IWM, AAPL | 13F-HR | 11/14/2014 | 000143253914000004 |
| Q2 2014 | 97 | 361,127 | EFA, EEM, IWM, AAPL | 13F-HR | 8/14/2014 | 000143253914000003 |
| Q1 2014 | 96 | 341,507 | EFA, EEM, IWM, DBC | 13F-HR | 5/15/2014 | 000143253914000002 |
| Q4 2013 | 97 | 315,395 | EFA, EEM, IWM, DBC | 13F-HR | 2/14/2014 | 000143253914000001 |