| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2026 | 30 | 1,714,679 | IVV, IWB, SCHK, JCPB | 13F-HR | 4/22/2026 | 000148892126000002 |
| Q4 2025 | 31 | 1,735,365 | IVV, IWB, SCHK, JCPB | 13F-HR | 1/20/2026 | 000148892126000001 |
| Q3 2025 | 29 | 1,698,485 | IVV, IWB, SCHK, JCPB | 13F-HR | 10/10/2025 | 000108514625005904 |
| Q2 2025 | 31 | 1,607,866 | IVV, IWB, SCHK, JCPB | 13F-HR | 7/17/2025 | 000108514625003950 |
| Q1 2025 | 40 | 1,500,698 | IVV, IWB, SCHK, JCPB | 13F-HR | 4/24/2025 | 000108514625002331 |
| Q4 2024 | 42 | 1,557,773 | IVV, IWB, SCHK, JCPB | 13F-HR | 1/21/2025 | 000108514625000375 |
| Q3 2024 | 44 | 1,543,192 | IVV, IWB, SCHK, JCPB | 13F-HR | 10/24/2024 | 000108514624005129 |
| Q2 2024 | 23 | 1,381,763 | IVV, IWB, SCHK, FBND | 13F-HR | 7/12/2024 | 000108514624002933 |
| Q1 2024 | 25 | 1,356,558 | IVV, IWB, SCHK, FBND | 13F-HR | 4/12/2024 | 000108514624001768 |
| Q4 2023 | 22 | 1,262,895 | SCHK, IWB, FBND, JCPB | 13F-HR | 1/23/2024 | 000108514624000404 |
| Q3 2023 | 19 | 1,144,192 | SCHK, IWB, FBND, JCPB | 13F-HR | 10/24/2023 | 000108514623003891 |
| Q2 2023 | 19 | 1,181,416 | SCHK, IWB, JPST, JCPB | 13F-HR | 7/17/2023 | 000108514623002736 |
| Q1 2023 | 19 | 1,118,402 | SCHK, IWB, JPST, JCPB | 13F-HR | 4/11/2023 | 000108514623001620 |
| Q4 2022 | 19 | 1,045,541 | SCHK, JPST, IWB, SCHM | 13F-HR | 1/17/2023 | 000108514623000153 |
| Q3 2022 | 19 | 962,867 | SCHK, JPST, IWB, SCHM | 13F-HR | 10/11/2022 | 000108514622003345 |
| Q2 2022 | 19 | 817,834 | SCHK, IWB, SCHM, SCHG | 13F-HR | 7/22/2022 | 000108514622002545 |
| Q1 2022 | 16 | 837,964 | IWB, SCHK, SCHG, SCHM | 13F-HR | 4/27/2022 | 000108514622001602 |
| Q4 2021 | 19 | 872,065 | IWB, SCHK, SCHG, SCHM | 13F-HR | 1/18/2022 | 000108514622000195 |
| Q3 2021 | 17 | 796,937 | IWB, SCHK, SCHG, SCHM | 13F-HR | 10/15/2021 | 000108514621002805 |
| Q2 2021 | 16 | 797,378 | IWB, SCHK, SCHG, SCHM | 13F-HR | 7/13/2021 | 000108514621001956 |
| Q1 2021 | 15 | 748,990 | IWB, SCHK, IJH, SCHG | 13F-HR | 4/20/2021 | 000108514621001235 |
| Q4 2020 | 13 | 753,329 | IWB, SCHK, SCHG, IJH | 13F-HR | 1/29/2021 | 000108514621000352 |
| Q3 2020 | 13 | 654,442 | IWB, SCHK, SCHG, IJH | 13F-HR | 10/14/2020 | 000108514620002511 |
| Q2 2020 | 13 | 612,332 | IWB, SCHK, IJH, SCHG | 13F-HR | 7/28/2020 | 000108514620001896 |
| Q1 2020 | 11 | 550,607 | SCHK, IWB, IJH, SCHM | 13F-HR | 4/9/2020 | 000108514620001047 |
| Q4 2019 | 13 | 659,184 | IWB, SCHK, IJH, SCHM | 13F-HR | 1/30/2020 | 000108514620000324 |
| Q3 2019 | 12 | 610,905 | IWB, SCHK, IJH, SCHM | 13F-HR | 10/9/2019 | 000108514619002490 |
| Q2 2019 | 12 | 554,695 | IWB, SCHK, IJH, SCHM | 13F-HR | 7/17/2019 | 000108514619001901 |
| Q1 2019 | 11 | 513,579 | IWB, SCHK, IJH, SCHM | 13F-HR | 4/22/2019 | 000108514619001225 |
| Q4 2018 | 18 | 454,616 | IWB, SCHK, IJH, SCHM | 13F-HR | 2/6/2019 | 000108514619000337 |
| Q3 2018 | 12 | 498,932 | IWB, SCHK, IJH, SCHM | 13F-HR | 10/10/2018 | 000108514618002313 |
| Q2 2018 | 13 | 425,716 | IWB, SCHK, IJH, SCHM | 13F-HR | 7/16/2018 | 000108514618001696 |
| Q1 2018 | 13 | 407,753 | IWB, IJH, SCHK, SCHM | 13F-HR | 4/20/2018 | 000108514618001114 |
| Q4 2017 | 11 | 415,620 | IWB, IJH, SCHM, IWM | 13F-HR | 1/18/2018 | 000108514618000161 |
| Q3 2017 | 10 | 392,898 | IWB, IJH, SCHM, IWM | 13F-HR | 10/12/2017 | 000108514617002034 |
| Q2 2017 | 10 | 413,729 | IWB, IJH, SCHM, IWM | 13F-HR | 7/25/2017 | 000108514617001553 |
| Q1 2017 | 10 | 398,342 | IWB, IJH, SCHM, IWM | 13F-HR | 4/19/2017 | 000108514617000986 |
| Q4 2016 | 79 | 380,945 | IWB, IJH, SCHM, IWM | 13F-HR | 2/6/2017 | 000108514617000275 |
| Q3 2016 | 12 | 366,817 | IWB, IJH, SCHM, IWM | 13F-HR | 10/18/2016 | 000108514616004508 |
| Q2 2016 | 9 | 338,379 | IWB, IJH, SCHM, IWM | 13F-HR | 8/4/2016 | 000108514616004149 |
| Q1 2016 | 7 | 332,502 | IWB, IJH, SCHM, IWM | 13F-HR | 5/5/2016 | 000108514616003587 |
| Q4 2015 | 11 | 356,466 | IWB, IJH, SCHM, IWM | 13F-HR | 2/9/2016 | 000108514616002842 |
| Q3 2015 | 7 | 261,862 | IWB, IJH, SCHM, IWM | 13F-HR | 11/6/2015 | 000108514615002168 |
| Q2 2015 | 7 | 244,079 | IWB, IJH, IWM, SCHM | 13F-HR | 7/17/2015 | 000108514615001468 |
| Q1 2015 | 7 | 240,635 | IWB, IWM, IJH, SCHM | 13F-HR | 4/10/2015 | 000108514615000890 |
| Q4 2014 | 8 | 278,875 | IWB, IXUS, IWM, IJH | 13F-HR | 1/26/2015 | 000108514615000154 |
| Q3 2014 | 6 | 206,338 | IWB, IXUS, IWM, VTI | 13F-HR | 10/27/2014 | 000108514614002016 |
| Q2 2014 | 5 | 212,573 | IWB, IXUS, IWM, VTI | 13F-HR | 7/28/2014 | 000108514614001430 |
| Q1 2014 | 5 | 205,712 | IWB, IXUS, IWM, VTI | 13F-HR | 4/30/2014 | 000108514614000926 |
| Q4 2013 | 7 | 196,756 | IWB, HDV, IWM, VWO | 13F-HR | 1/29/2014 | 000108514614000177 |