| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | Reported by Morgan Stanley | 13F-NT | 11/14/2024 | 000089542124000665 | ||
| Q2 2024 | Reported by Morgan Stanley | 13F-NT | 8/14/2024 | 000089542124000423 | ||
| Q1 2024 | Reported by Morgan Stanley | 13F-NT | 5/15/2024 | 000089542124000371 | ||
| Q4 2023 | Reported by Morgan Stanley | 13F-NT | 2/13/2024 | 000089542124000275 | ||
| Q3 2020 | 883 | 5,370,419 | AGG, VEU, SPY, VTV | 13F-HR | 11/13/2020 | 000095012320011793 |
| Q2 2020 | 846 | 4,792,514 | VEU, AGG, SPY, VTV | 13F-HR | 8/13/2020 | 000095012320008534 |
| Q1 2020 | 754 | 3,920,709 | VEU, VTV, AGG, SPY | 13F-HR | 5/8/2020 | 000095012320004203 |
| Q4 2019 | 785 | 4,453,082 | VEU, VTV, SPY, AGG | 13F-HR | 2/7/2020 | 000095012320001100 |
| Q3 2019 | 785 | 3,971,104 | VEU, VTV, SPY, AGG | 13F-HR | 11/13/2019 | 000095012319010810 |
| Q2 2019 | 784 | 3,715,224 | SPY, VEU, VTV, AGG | 13F-HR | 8/13/2019 | 000095012319007789 |
| Q1 2019 | 788 | 3,482,867 | VEU, SPY, AGG, VTV | 13F-HR | 5/13/2019 | 000095012319004535 |
| Q4 2018 | 735 | 3,066,053 | AGG, VEU, SPY, VTV | 13F-HR | 2/8/2019 | 000095012319001012 |
| Q3 2018 | 801 | 3,479,384 | VEU, SPY, AGG, VTV | 13F-HR | 11/14/2018 | 000095012318011634 |
| Q2 2018 | 772 | 3,246,955 | SPY, AGG, VEU, IWF | 13F-HR | 8/14/2018 | 000095012318008672 |
| Q1 2018 | 741 | 3,106,489 | AGG, SPY, VEU, VTV | 13F-HR | 5/7/2018 | 000095012318004272 |
| Q4 2017 | 731 | 3,120,128 | SPY, VTV, IWF, AGG | 13F-HR | 2/13/2018 | 000095012318001823 |
| Q3 2017 | 692 | 2,801,500 | SPY, AGG, IWF, VTV | 13F-HR | 11/9/2017 | 000095012317009982 |
| Q2 2017 | 691 | 2,593,288 | SPY, IWF, AGG, VTV | 13F-HR | 8/11/2017 | 000095012317007437 |
| Q1 2017 | 638 | 2,427,749 | SPY, AGG, IWF, IWD | 13F-HR | 5/12/2017 | 000095012317004791 |
| Q4 2016 | 566 | 2,186,682 | AGG, SPY, IWD, IWF | 13F-HR | 2/14/2017 | 000095012317002375 |
| Q3 2016 | 521 | 2,065,586 | AGG, IWF, IWD, SPY | RESTATEMENT | 11/21/2016 | 000095012316022639 |
| Q2 2016 | 487 | 1,887,868 | AGG, IWD, IWF, SPY | 13F-HR | 8/15/2016 | 000095012316020076 |
| Q1 2016 | 446 | 1,756,539 | AGG, IWF, IWD, SPY | 13F-HR | 5/16/2016 | 000095012316017571 |
| Q4 2015 | 431 | 1,701,333 | AGG, IWF, IWD, VEU | 13F-HR | 2/16/2016 | 000095012316014604 |
| Q3 2015 | 414 | 1,624,200 | AGG, IWF, IWD, USIG | 13F-HR | 11/10/2015 | 000095012315011137 |
| Q2 2015 | 403 | 1,703,631 | AGG, IWF, IWD, VEU | 13F-HR | 8/14/2015 | 000095012315009195 |
| Q1 2015 | 392 | 1,682,578 | AGG, IWF, IWD, USIG | 13F-HR | 5/15/2015 | 000095012315006331 |
| Q4 2014 | 445 | 1,640,307 | AGG, IWF, IWD, USIG | 13F-HR | 2/12/2015 | 000095012315001691 |
| Q3 2014 | 433 | 1,535,112 | AGG, USIG, IWF, IWD | 13F-HR | 11/13/2014 | 000095012314011659 |
| Q2 2014 | 429 | 1,504,507 | AGG, USIG, VEU, IWF | 13F-HR | 8/13/2014 | 000095012314008568 |
| Q1 2014 | 830 | 1,400,354 | AGG, USIG, VEU, IWF | 13F-HR | 5/15/2014 | 000095012314006155 |
| Q4 2013 | 834 | 1,266,367 | AGG, USIG, VEU, IWF | 13F-HR | 2/13/2014 | 000095012314002015 |