| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 1 | 0 | 13F-HR | 10/11/2024 | 000151241524000006 | |
| Q2 2024 | 44 | 127,734 | VTI, VTV, VUG, SUB | 13F-HR | 8/14/2024 | 000095012324008377 |
| Q1 2024 | 44 | 127,051 | VTI, VTV, SUB, VUG | 13F-HR | 5/13/2024 | 000095012324004672 |
| Q4 2023 | 84 | 271,570 | VTI, SUB, SPSB, VEA | 13F-HR | 1/31/2024 | 000095012324000546 |
| Q3 2023 | 86 | 248,531 | VTI, SUB, SPSB, VEA | 13F-HR | 11/6/2023 | 000095012323009443 |
| Q2 2023 | 85 | 259,775 | VTI, SUB, SPSB, VEA | 13F-HR | 8/2/2023 | 000095012323006581 |
| Q1 2023 | 86 | 251,400 | VTI, SUB, SPSB, VEA | 13F-HR | 5/1/2023 | 000095012323003534 |
| Q4 2022 | 75 | 260,356 | VTI, SUB, SPSB, VTV | 13F-HR | 2/9/2023 | 000095012323001247 |
| Q3 2022 | 76 | 264,500 | VTI, SUB, VEA, SPSB | 13F-HR | 10/27/2022 | 000095012322010510 |
| Q2 2022 | 79 | 425,825 | AGG, VTI, SUB, IVV | 13F-HR | 8/8/2022 | 000095012322007947 |
| Q1 2022 | 80 | 470,279 | AGG, VTI, SUB, IVV | 13F-HR | 4/19/2022 | 000095012322004101 |
| Q4 2021 | 79 | 487,263 | AGG, VTI, SUB, IVV | 13F-HR | 2/7/2022 | 000095012322001118 |
| Q3 2021 | 80 | 478,640 | AGG, IVV, SUB, VTI | 13F-HR | 11/10/2021 | 000095012321014553 |
| Q2 2021 | 74 | 493,513 | AGG, VTI, SUB, IVV | 13F-HR | 8/11/2021 | 000095012321010214 |
| Q1 2021 | 71 | 473,165 | AGG, VTI, SUB, IVV | 13F-HR | 5/11/2021 | 000095012321005908 |
| Q4 2020 | 67 | 465,225 | AGG, VTI, SUB, IVV | 13F-HR | 2/9/2021 | 000095012321001352 |
| Q3 2020 | 63 | 447,602 | AGG, VTI, SUB, IVV | 13F-HR | 11/12/2020 | 000095012320011412 |
| Q2 2020 | 56 | 439,750 | IEF, SUB, VTI, AGG | 13F-HR | 8/10/2020 | 000095012320007998 |
| Q1 2020 | 60 | 419,034 | IEF, SUB, VTI, AGG | 13F-HR | 5/5/2020 | 000095012320003916 |
| Q4 2019 | 71 | 462,407 | LQD, SUB, IVV, VTI | 13F-HR | 2/6/2020 | 000095012320001010 |
| Q3 2019 | 66 | 449,133 | SUB, VWO, VTI, SPSB | 13F-HR | 11/7/2019 | 000095012319010276 |
| Q2 2019 | 62 | 601,658 | VEA, VWO, VTI, PDBC | 13F-HR | 8/14/2019 | 000095012319008017 |
| Q1 2019 | 65 | 597,184 | VEA, VWO, VTI, PDBC | 13F-HR | 5/14/2019 | 000095012319004893 |
| Q4 2018 | 28 | 443,664 | FLRN, BSV, BWZ, VWO | 13F-HR | 2/12/2019 | 000095012319001293 |
| Q3 2018 | 30 | 485,885 | VEA, VWO, VTI, PDBC | 13F-HR | 11/8/2018 | 000095012318010781 |
| Q2 2018 | 26 | 487,902 | VEA, VWO, VTI, FLRN | 13F-HR | 8/10/2018 | 000095012318007937 |
| Q1 2018 | 25 | 498,319 | VEA, VWO, VTI, VTV | 13F-HR | 5/4/2018 | 000095012318004149 |
| Q4 2017 | 23 | 496,307 | VEA, VWO, VTI, VTV | 13F-HR | 2/13/2018 | 000095012318001757 |
| Q3 2017 | 20 | 478,419 | VEA, VWO, VTI, VTV | 13F-HR | 11/7/2017 | 000095012317009653 |
| Q2 2017 | 22 | 457,398 | VEA, VWO, VTI, VTV | 13F-HR | 8/7/2017 | 000095012317006747 |
| Q1 2017 | 29 | 462,381 | VEA, VWO, VTI, VTV | 13F-HR | 5/5/2017 | 000095012317003923 |
| Q4 2016 | 30 | 440,635 | VEA, FLOT, VTI, VWO | 13F-HR | 2/6/2017 | 000095012317000894 |
| Q3 2016 | 24 | 451,519 | FLOT, BWX, BKLN, VWO | 13F-HR | 11/8/2016 | 000095012316021363 |
| Q2 2016 | 26 | 588,097 | VTI, VEA, VWO, FLOT | 13F-HR | 8/11/2016 | 000095012316019439 |
| Q1 2016 | 27 | 751,505 | BSV, VTI, FLOT, VEA | 13F-HR | 5/11/2016 | 000095012316016621 |
| Q4 2015 | 26 | 775,782 | VTI, VEA, FLOT, BSV | 13F-HR | 2/9/2016 | 000095012316013683 |
| Q3 2015 | 25 | 803,907 | VTI, FLOT, BSV, VEA | 13F-HR | 11/9/2015 | 000095012315011024 |
| Q2 2015 | 26 | 1,359,608 | VTI, VEA, VWO, DBC | 13F-HR | 8/13/2015 | 000095012315008856 |
| Q1 2015 | 32 | 1,444,417 | VTI, BSV, VEA, VCSH | 13F-HR | 5/14/2015 | 000095012315005893 |
| Q4 2014 | 29 | 1,231,602 | VTI, BSV, VEA, VCSH | 13F-HR | 2/5/2015 | 000095012315000919 |
| Q3 2014 | 27 | 1,244,629 | VTI, VEA, VWO, VSS | 13F-HR | 11/6/2014 | 000095012314011037 |
| Q2 2014 | 27 | 1,270,847 | VTI, VEA, VWO, VSS | 13F-HR | 8/5/2014 | 000095012314007781 |
| Q1 2014 | 25 | 1,221,145 | VTI, VEA, VWO, DBC | 13F-HR | 5/12/2014 | 000095012314005391 |
| Q4 2013 | 27 | 1,125,782 | VTI, VEA, VWO, DBC | 13F-HR | 1/30/2014 | 000095012314000808 |