| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 547 | 0 | 13F-HR | 11/13/2023 | 000146153923000006 | |
| Q2 2023 | 547 | 9,403,182 | AGG, ITOT, VEA, VTV | 13F-HR | 8/9/2023 | 000146153923000003 |
| Q1 2023 | 597 | 9,748,972 | AGG, ITOT, VEA, VTV | 13F-HR | 5/15/2023 | 000146153923000002 |
| Q4 2022 | 607 | 9,969,879 | AGG, ITOT, VEA, VTV | 13F-HR | 2/9/2023 | 000146153923000001 |
| Q3 2022 | 586 | 10,023,367 | AGG, ITOT, VEA, VTV | 13F-HR | 11/14/2022 | 000146153922000006 |
| Q2 2022 | 616 | 11,262,815 | AGG, ITOT, VEA, VTV | 13F-HR | 8/9/2022 | 000146153922000005 |
| Q1 2022 | 636 | 13,433,143 | AGG, ITOT, VEA, VWO | 13F-HR | 5/16/2022 | 000146153922000004 |
| Q4 2021 | 623 | 14,323,178 | AGG, ITOT, VEA, VWO | 13F-HR | 2/11/2022 | 000146153922000001 |
| Q3 2021 | 642 | 12,231,762 | AGG, ITOT, VEA, VWO | 13F-HR | 11/12/2021 | 000146153921000005 |
| Q2 2021 | 632 | 14,087,255 | AGG, ITOT, VEA, VWO | 13F-HR | 8/16/2021 | 000146153921000004 |
| Q1 2021 | 635 | 13,142,921 | AGG, ITOT, VEA, VWO | 13F-HR | 5/13/2021 | 000146153921000003 |
| Q4 2020 | 635 | 13,142,921 | AGG, ITOT, VEA, VWO | 13F-HR | 2/10/2021 | 000146153921000002 |
| Q3 2020 | 642 | 12,231,762 | AGG, ITOT, VEA, VWO | 13F-HR | 11/13/2020 | 000146153920000011 |
| Q2 2020 | 627 | 11,931,214 | AGG, ITOT, VEA, VWO | 13F-HR | 8/14/2020 | 000146153920000009 |
| Q1 2020 | 623 | 10,796,845 | AGG, VEA, ITOT, VWO | 13F-HR | 5/13/2020 | 000146153920000007 |
| Q4 2019 | 611 | 13,162,713 | AGG, ITOT, VEA, VWO | 13F-HR | 2/7/2020 | 000146153920000002 |
| Q3 2019 | 653 | 12,501,523 | AGG, ITOT, VEA, VWO | 13F-HR | 11/7/2019 | 000146153919000009 |
| Q2 2019 | 659 | 12,300,498 | AGG, ITOT, VEA, VWO | 13F-HR | 8/13/2019 | 000146153919000007 |
| Q1 2019 | 588 | 11,911,125 | AGG, ITOT, VEA, VWO | 13F-HR | 5/15/2019 | 000146153919000005 |
| Q4 2018 | 584 | 10,830,898 | AGG, ITOT, VEA, VWO | 13F-HR | 2/13/2019 | 000146153919000003 |
| Q3 2018 | 581 | 12,252,544 | AGG, ITOT, VEA, VWO | 13F-HR | 11/14/2018 | 000146153918000010 |
| Q2 2018 | 470 | 11,724,516 | AGG, ITOT, VEA, VWO | 13F-HR | 8/10/2018 | 000146153918000008 |
| Q1 2018 | 128 | 9,189,095 | AGG, ITOT, VEA, VWO | 13F-HR | 5/11/2018 | 000146153918000006 |
| Q4 2017 | 114 | 8,776,427 | AGG, ITOT, VEA, VWO | 13F-HR | 2/14/2018 | 000146153918000003 |
| Q3 2017 | 95 | 8,092,113 | AGG, ITOT, VEA, VWO | 13F-HR | 11/13/2017 | 000146153917000010 |
| Q2 2017 | 95 | 7,474,879 | AGG, ITOT, VEA, VWO | 13F-HR | 8/9/2017 | 000146153917000007 |
| Q1 2017 | 102 | 6,790,257 | GVI, VTV, VEA, VUG | 13F-HR | 5/3/2017 | 000146153917000006 |
| Q4 2016 | 91 | 5,997,203 | GVI, VTV, VEA, VUG | 13F-HR | 2/8/2017 | 000146153917000004 |
| Q3 2016 | 86 | 5,816,235 | GVI, VTV, VEA, VUG | 13F-HR | 11/9/2016 | 000146153916000018 |
| Q2 2016 | 85 | 5,368,250 | GVI, VTV, VEA, VUG | 13F-HR | 8/11/2016 | 000146153916000016 |
| Q1 2016 | 85 | 5,018,197 | GVI, VTV, VUG, MBB | 13F-HR | 5/13/2016 | 000146153916000013 |
| Q4 2015 | 85 | 4,842,224 | GVI, VTV, VUG, MBB | 13F-HR | 2/11/2016 | 000146153916000010 |
| Q3 2015 | 85 | 4,669,858 | GVI, VTV, VUG, MBB | 13F-HR | 11/12/2015 | 000146153915000007 |
| Q2 2015 | 84 | 4,879,977 | GVI, VTV, VUG, MBB | 13F-HR | 8/13/2015 | 000146153915000005 |
| Q1 2015 | 86 | 4,679,828 | GVI, VUG, VTV, MBB | 13F-HR | 5/12/2015 | 000146153915000003 |
| Q4 2014 | 83 | 4,363,974 | GVI, VUG, VTV, MBB | 13F-HR | 2/3/2015 | 000146153915000001 |
| Q3 2014 | 84 | 4,108,220 | GVI, VUG, VTV, MBB | 13F-HR | 11/12/2014 | 000146153914000009 |
| Q2 2014 | 84 | 3,945,457 | GVI, VUG, VTV, MBB | 13F-HR | 8/13/2014 | 000146153914000007 |
| Q1 2014 | 122 | 3,582,554 | GVI, VUG, VTV, EFA | 13F-HR | 5/14/2014 | 000146153914000005 |
| Q4 2013 | 113 | 3,272,123 | GVI, VUG, VTV, EFA | 13F-HR | 2/10/2014 | 000146153914000001 |