| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2020 | 108 | 300,451 | IWD, VTV, VUG, IWF | 13F-HR | 4/30/2020 | 000176538020000039 |
| Q4 2019 | 125 | 467,041 | IEFA, VTV, IWD, VUG | 13F-HR | 1/27/2020 | 000176538020000009 |
| Q3 2019 | 118 | 452,649 | IEFA, VTV, IWD, VUG | 13F-HR | 11/7/2019 | 000176538019000117 |
| Q2 2019 | 127 | 444,567 | IEFA, VTV, IWD, VUG | 13F-HR | 8/9/2019 | 000176538019000092 |
| Q1 2019 | 116 | 434,616 | IEFA, VTV, IWD, VUG | 13F-HR | 5/9/2019 | 000176538019000058 |
| Q4 2018 | 1,826 | 440,790 | IEFA, VTV, IWD, VUG | 13F-HR | 2/12/2019 | 000090901219000025 |
| Q3 2018 | 1,869 | 532,590 | IEFA, VTV, IWD, VUG | 13F-HR | 11/14/2018 | 000090901218000145 |
| Q2 2018 | 1,867 | 467,256 | VTV, IWD, VUG, IWN | 13F-HR | 8/14/2018 | 000090901218000111 |
| Q1 2018 | 1,470 | 466,802 | VTV, IWD, IEFA, VUG | 13F-HR | 5/15/2018 | 000090901218000075 |
| Q4 2017 | 214 | 469,991 | IWD, VTV, IEFA, IWF | 13F-HR | 2/14/2018 | 000090901218000040 |
| Q3 2017 | 23 | 360,694 | IWD, VTV, IEFA, IWF | 13F-HR | 11/2/2017 | 000090901217000176 |
| Q2 2017 | 25 | 338,824 | IWD, VTV, IEFA, IWF | 13F-HR | 8/15/2017 | 000090901217000144 |
| Q1 2017 | 24 | 306,354 | IWD, IEFA, IWF, VNQI | 13F-HR | 5/15/2017 | 000090901217000105 |
| Q4 2016 | 22 | 287,223 | IWD, IEFA, IWF, IWN | 13F-HR | 2/14/2017 | 000090901217000056 |
| Q3 2016 | 24 | 285,331 | IWD, IEFA, IWF, VNQI | 13F-HR | 11/14/2016 | 000090901216000612 |
| Q2 2016 | 24 | 262,903 | IWD, IWF, IEFA, VNQI | 13F-HR | 8/12/2016 | 000090901216000566 |
| Q1 2016 | 26 | 252,415 | IWD, IWF, IEFA, VNQI | 13F-HR | 5/13/2016 | 000090901216000518 |
| Q4 2015 | 21 | 254,666 | IWD, IWF, IEFA, VNQI | 13F-HR | 2/9/2016 | 000090901216000393 |
| Q3 2015 | 32 | 257,909 | IWD, IWF, IEFA, VNQI | 13F-HR | 11/13/2015 | 000090901215000341 |
| Q2 2015 | 26 | 243,000 | IWD, IWF, EFA, DGS | 13F-HR | 8/7/2015 | 000090901215000258 |
| Q1 2015 | 25 | 248,339 | IWD, IWF, EFA, DGS | 13F-HR | 5/4/2015 | 000090901215000193 |
| Q4 2014 | 28 | 243,871 | IWD, IWF, EFA, VNQ | 13F-HR | 2/10/2015 | 000090901215000070 |
| Q3 2014 | 21 | 238,503 | IWD, IWF, EFA, DGS | 13F-HR | 10/30/2014 | 000090901214000383 |
| Q2 2014 | 31 | 224,460 | IWD, IWF, EFA, SCZ | 13F-HR | 8/7/2014 | 000090901214000316 |
| Q1 2014 | 43 | 219,503 | IWD, IWF, EFA, SCZ | 13F-HR | 5/6/2014 | 000090901214000213 |
| Q4 2013 | 50 | 190,760 | IWD, IWF, EFA, IWO | 13F-HR | 2/12/2014 | 000090901214000090 |