| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 32 | 816,820 | VTI, IEI, VEA, IEF | 13F-HR | 2/7/2024 | 000145430824000002 |
| Q3 2023 | 23 | 589,602 | IEI, VTI, VEA, FNDX | 13F-HR | 10/31/2023 | 000145430823000005 |
| Q2 2023 | 29 | 699,396 | IEI, VTI, VEA, FNDX | 13F-HR | 8/4/2023 | 000145430823000004 |
| Q1 2023 | 33 | 688,465 | IEI, VTI, VEA, QQQ | 13F-HR | 5/1/2023 | 000145430823000003 |
| Q4 2022 | 32 | 667,645 | IEI, VTI, VEA, XLV | 13F-HR | 2/6/2023 | 000145430823000002 |
| Q3 2022 | 29 | 662,494 | IEI, VTI, VEA, VGIT | 13F-HR | 11/2/2022 | 000145430822000007 |
| Q2 2022 | 30 | 741,353 | IEI, VTI, AGG, VGIT | 13F-HR | 7/22/2022 | 000145430822000006 |
| Q1 2022 | 30 | 666,096 | IEI, VTI, QUAL, VIGI | 13F-HR | 5/10/2022 | 000145430822000005 |
| Q4 2021 | 27 | 603,120 | VTI, QUAL, IXUS, VIGI | 13F-HR | 2/2/2022 | 000145430822000001 |
| Q3 2021 | 23 | 563,285 | VTI, QUAL, IXUS, VEU | 13F-HR | 11/10/2021 | 000145430821000005 |
| Q2 2021 | 22 | 558,725 | VTI, IXUS, VEU, QUAL | 13F-HR | 8/2/2021 | 000145430821000004 |
| Q1 2021 | 21 | 502,650 | VTI, IXUS, VEU, QUAL | 13F-HR | 4/28/2021 | 000145430821000003 |
| Q4 2020 | 19 | 475,576 | VTI, IXUS, VEU, QUAL | 13F-HR | 2/5/2021 | 000108514621000480 |
| Q3 2020 | 19 | 438,564 | VTI, IXUS, QUAL, VIGI | 13F-HR | 10/16/2020 | 000108514620002535 |
| Q2 2020 | 17 | 353,421 | VTI, IXUS, QUAL, VIGI | 13F-HR | 8/7/2020 | 000108514620002066 |
| Q1 2020 | 20 | 515,495 | IEI, VTI, SHY, QUAL | 13F-HR | 4/24/2020 | 000108514620001213 |
| Q4 2019 | 19 | 519,757 | VTI, IEI, VEU, IWV | 13F-HR | 2/4/2020 | 000108514620000401 |
| Q3 2019 | 18 | 458,560 | IEI, VTI, VEU, IWV | 13F-HR | 11/12/2019 | 000108514619002833 |
| Q2 2019 | 14 | 415,048 | VTI, IEI, VEU, IWV | 13F-HR | 7/26/2019 | 000108514619001978 |
| Q1 2019 | 16 | 454,990 | VTI, VEU, SHY, IWV | 13F-HR | 4/24/2019 | 000108514619001243 |
| Q4 2018 | 15 | 398,547 | VTI, VEU, SHY, IWV | 13F-HR | 2/7/2019 | 000108514619000370 |
| Q3 2018 | 10 | 353,742 | VTI, VEU, SHY, IWV | 13F-HR | 10/25/2018 | 000108514618002385 |
| Q2 2018 | 9 | 343,488 | VTI, VEU, SHY, IWV | 13F-HR | 8/3/2018 | 000108514618001838 |
| Q1 2018 | 11 | 323,996 | VEU, VTI, IWV, IEI | 13F-HR | 4/24/2018 | 000108514618001139 |
| Q4 2017 | 10 | 317,867 | VEU, VTI, IWV, IEI | 13F-HR | 2/6/2018 | 000108514618000340 |
| Q3 2017 | 10 | 314,981 | VEU, VTI, IEI, IWV | 13F-HR | 11/2/2017 | 000108514617002201 |
| Q2 2017 | 10 | 327,152 | VEU, VTI, IWV, IEI | 13F-HR | 7/18/2017 | 000108514617001515 |
| Q1 2017 | 10 | 309,370 | VEU, VTI, IWV, IEI | 13F-HR | 5/9/2017 | 000108514617001147 |
| Q4 2016 | 13 | 290,252 | VEU, VTI, IEI, IWV | 13F-HR | 2/6/2017 | 000108514617000289 |
| Q3 2016 | 12 | 278,012 | VEU, VTI, IEF, GLD | 13F-HR | 11/2/2016 | 000108514616004620 |
| Q2 2016 | 11 | 271,240 | VEU, IEI, VTI, IEF | 13F-HR | 7/19/2016 | 000108514616003996 |
| Q1 2016 | 12 | 290,553 | VEU, VTI, IEI, QUAL | 13F-HR | 5/5/2016 | 000108514616003594 |
| Q4 2015 | 10 | 252,439 | IWV, VEU, IEI, IEF | 13F-HR | 2/8/2016 | 000108514616002798 |
| Q3 2015 | 9 | 239,333 | IWV, VEU, IEI, GLD | 13F-HR | 11/3/2015 | 000108514615002132 |
| Q2 2015 | 9 | 227,618 | IWV, VEU, IEI, VNQ | 13F-HR | 7/28/2015 | 000108514615001514 |
| Q1 2015 | 8 | 206,861 | IWV, VEU, IEI, VNQ | 13F-HR | 5/5/2015 | 000108514615001039 |
| Q4 2014 | 6 | 159,420 | IWV, VEU, VNQ, GLD | 13F-HR | 1/21/2015 | 000108514615000131 |
| Q3 2014 | 5 | 148,158 | IWV, VEU, GLD, VNQ | 13F-HR | 10/17/2014 | 000108514614001910 |
| Q2 2014 | 5 | 102,758 | VEU, GLD, VNQ, IAU | 13F-HR | 7/28/2014 | 000108514614001426 |
| Q1 2014 | 6 | 94,400 | VEU, GLD, VNQ, IEI | 13F-HR | 4/24/2014 | 000108514614000893 |
| Q4 2013 | 6 | 122,195 | VEU, IWV, GLD, VNQ | 13F-HR | 1/24/2014 | 000108514614000143 |