| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2020 | 930 | 3,133,819 | VTI, AGG, IWF, IXUS | 13F-HR | 7/30/2020 | 000110465920088254 |
| Q1 2020 | 907 | 2,510,308 | VTI, AGG, IXUS, IWF | 13F-HR | 4/29/2020 | 000110465920053352 |
| Q4 2019 | 950 | 3,232,678 | VTI, IXUS, IWF, AGG | 13F-HR | 2/18/2020 | 000110465920022421 |
| Q3 2019 | 933 | 2,916,671 | VTI, IXUS, IWF, AGG | 13F-HR | 10/21/2019 | 000110465919055177 |
| Q2 2019 | 932 | 2,741,044 | VTI, IXUS, IWF, AGG | 13F-HR | 8/12/2019 | 000114420419039086 |
| Q1 2019 | 920 | 2,638,952 | VTI, IXUS, IWF, AGG | 13F-HR | 4/23/2019 | 000114420419020627 |
| Q4 2018 | 861 | 2,261,812 | VTI, IWF, IXUS, AGG | 13F-HR | 2/14/2019 | 000114420419007712 |
| Q3 2018 | 976 | 2,774,721 | VTI, IWF, SPY, IXUS | 13F-HR | 11/13/2018 | 000114420418059062 |
| Q2 2018 | 989 | 2,611,602 | VTI, IWF, SPY, IXUS | 13F-HR | 8/13/2018 | 000114420418043818 |
| Q1 2018 | 986 | 2,552,291 | VTI, IWF, SPY, IXUS | 13F-HR | 5/10/2018 | 000114420418027029 |
| Q4 2017 | 976 | 2,569,255 | VTI, SPY, IWF, BND | 13F-HR | 2/14/2018 | 000114420418008690 |
| Q3 2017 | 938 | 2,413,791 | VTI, SPY, IWF, BND | 13F-HR | 11/14/2017 | 000114420417058614 |
| Q2 2017 | 636 | 2,163,378 | VTI, SPY, IWF, BND | 13F-HR | 8/14/2017 | 000114420417042842 |
| Q1 2017 | 911 | 2,141,579 | VTI, SPY, IWF, BND | 13F-HR | 5/15/2017 | 000114420417027415 |
| Q4 2016 | 660 | 1,791,061 | VTI, SPY, BND, IWF | 13F-HR | 2/14/2017 | 000114420417008555 |
| Q3 2016 | 280 | 1,038,850 | BND, VTI, SPY, IWF | RESTATEMENT | 11/18/2016 | 000114420416135347 |
| Q2 2016 | 245 | 1,123,782 | BND, JNK, VTI, IWF | 13F-HR | 8/15/2016 | 000114420416119070 |
| Q1 2016 | 237 | 1,201,370 | JNK, BND, IWF, SPY | 13F-HR | 5/16/2016 | 000114420416102213 |
| Q4 2015 | 200 | 1,207,837 | BND, EUM, IWF, TLT | 13F-HR | 2/16/2016 | 000114420416082129 |
| Q3 2015 | 111 | 1,094,081 | EUM, BND, IWF, TLT | 13F-HR | 11/16/2015 | 000114420415066003 |
| Q2 2015 | 88 | 1,192,899 | EUM, DXJ, REK, SPY | 13F-HR | 8/14/2015 | 000114420415049767 |
| Q1 2015 | 135 | 1,128,492 | SH, EUM, DXJ, JNK | 13F-HR | 5/15/2015 | 000114420415031284 |
| Q4 2014 | 153 | 1,246,801 | EFZ, EDV, DXJ, PSP | 13F-HR | 2/17/2015 | 000114420415010308 |
| Q3 2014 | 126 | 1,296,969 | RWM, EFZ, DXJ, CEMEX S A ADR SPONSORED NEW | 13F-HR | 11/13/2014 | 000114420414067561 |
| Q2 2014 | 137 | 1,449,251 | RWM, MYY, EFZ, DXJ | 13F-HR | 8/8/2014 | 000114420414048123 |
| Q1 2014 | 134 | 1,244,689 | RWM, EUM, DXJ, IWF | 13F-HR | 5/15/2014 | 000114420414031068 |
| Q4 2013 | 138 | 1,213,185 | RWM, DXJ, EUFN, IWF | 13F-HR | 2/14/2014 | 000114420414009180 |