| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 236 | 1,748,043 | AVDV, IJH, SCHB, UPS | RESTATEMENT | 11/6/2024 | 000151836424000008 |
| Q2 2024 | 220 | 1,603,254 | AVDV, IJH, UPS, SCHB | 13F-HR | 7/19/2024 | 000151836424000004 |
| Q1 2024 | 210 | 1,556,490 | IJH, UPS, AVDV, IJR | 13F-HR | 5/14/2024 | 000151836424000003 |
| Q4 2023 | 195 | 1,410,569 | UPS, IJH, IJR, AVDV | 13F-HR | 2/7/2024 | 000151836424000001 |
| Q3 2023 | 192 | 1,333,276 | UPS, SHV, EFA, IJR | 13F-HR | 11/7/2023 | 000151836423000005 |
| Q2 2023 | 190 | 1,403,277 | UPS, SHV, EFA, SPYV | 13F-HR | 8/3/2023 | 000151836423000004 |
| Q1 2023 | 189 | 1,317,722 | UPS, EFA, SPYV, AVDV | 13F-HR | 4/24/2023 | 000151836423000003 |
| Q4 2022 | 185 | 1,182,552 | UPS, EFA, SPYV, IJR | 13F-HR | 2/7/2023 | 000151836423000002 |
| Q3 2022 | 171 | 861,873 | EFA, IJR, RBLX, IVV | 13F-HR | 11/8/2022 | 000151836422000005 |
| Q2 2022 | 174 | 843,287 | IJR, EFV, RBLX, IVV | 13F-HR | 7/21/2022 | 000151836422000004 |
| Q1 2022 | 180 | 1,110,560 | SPYV, IJR, RBLX, EFV | 13F-HR | 5/6/2022 | 000151836422000003 |
| Q4 2021 | 186 | 1,122,327 | RBLX, SPYV, IJR, IVV | 13F-HR | 1/31/2022 | 000151836422000002 |
| Q3 2021 | 171 | 925,682 | RBLX, SPYV, IWM, IJR | 13F-HR | 11/12/2021 | 000151836421000005 |
| Q2 2021 | 165 | 977,609 | RBLX, SPYV, IWM, IVV | 13F-HR | 7/30/2021 | 000151836421000004 |
| Q1 2021 | 160 | 746,870 | SPYV, IWM, IJR, IVV | 13F-HR | 4/16/2021 | 000151836421000003 |
| Q4 2020 | 156 | 597,142 | IWM, SPYV, IJR, IVV | 13F-HR | 2/11/2021 | 000151836421000001 |
| Q3 2020 | 137 | 477,378 | SPYV, IWM, IVV, IJR | 13F-HR | 11/5/2020 | 000151836420000006 |
| Q2 2020 | 131 | 491,258 | IVV, SPYV, IWM, IJR | 13F-HR | 7/29/2020 | 000151836420000005 |
| Q1 2020 | 130 | 424,900 | IJR, SPYV, IVV, IWM | 13F-HR | 5/15/2020 | 000151836420000004 |
| Q4 2019 | 147 | 588,817 | IJR, SPYV, IWM, IVV | 13F-HR | 1/23/2020 | 000151836420000003 |
| Q3 2019 | 134 | 519,401 | IJR, IWM, IVV, SPYV | 13F-HR | 11/14/2019 | 000151836419000005 |
| Q2 2019 | 133 | 511,114 | IWM, IJR, IVV, SCHB | 13F-HR | 8/13/2019 | 000151836419000004 |
| Q1 2019 | 138 | 496,668 | IWM, IJR, IVV, SCHB | 13F-HR | 4/17/2019 | 000151836419000003 |
| Q4 2018 | 126 | 447,569 | IWM, IVV, EFV, SCHB | 13F-HR | 2/13/2019 | 000151836419000001 |
| Q3 2018 | 127 | 404,726 | IWM, IVV, SCHB, IJR | 13F-HR | 10/23/2018 | 000151836418000005 |
| Q2 2018 | 122 | 386,640 | IWM, SCHB, IVV, KBWB | 13F-HR | 7/31/2018 | 000151836418000004 |
| Q1 2018 | 115 | 366,042 | IWM, SCHB, IVV, KBWB | 13F-HR | 4/18/2018 | 000151836418000003 |
| Q4 2017 | 117 | 361,493 | IWM, SCHB, IVV, KBWB | 13F-HR | 1/17/2018 | 000151836418000001 |
| Q3 2017 | 117 | 362,354 | IWM, IVV, SCHB, KBWB | 13F-HR | 10/30/2017 | 000151836417000006 |
| Q2 2017 | 106 | 386,572 | QUAL, IWM, SCHB, IVV | 13F-HR | 8/2/2017 | 000151836417000005 |
| Q1 2017 | 109 | 401,414 | IWM, SCHB, QUAL, IVV | 13F-HR | 5/10/2017 | 000151836417000004 |
| Q4 2016 | 98 | 386,249 | IWM, SCHB, QUAL, IVV | 13F-HR | 2/8/2017 | 000151836417000001 |
| Q3 2016 | 96 | 364,166 | IWM, IVV, SCHB, QUAL | 13F-HR | 11/3/2016 | 000151836416000014 |
| Q2 2016 | 98 | 362,853 | IWM, IVV, QUAL, DEM | 13F-HR | 8/9/2016 | 000151836416000013 |
| Q1 2016 | 93 | 391,498 | DEM, IWM, IVV, QUAL | 13F-HR | 5/12/2016 | 000151836416000012 |
| Q4 2015 | 89 | 406,505 | IWM, IVV, QUAL, IEMG | 13F-HR | 1/19/2016 | 000151836416000009 |
| Q3 2015 | 85 | 372,016 | IWM, IVV, IEMG, QUAL | NEW HOLDINGS | 10/28/2015 | 000151836415000008 |
| Q3 2015 | 83 | 370,912 | IWM, IVV, IEMG, QUAL | 13F-HR | 10/26/2015 | 000151836415000007 |
| Q2 2015 | 79 | 380,578 | IWM, IVV, DEM, IAU | 13F-HR | 8/11/2015 | 000151836415000006 |
| Q1 2015 | 75 | 393,040 | IWM, IVV, IWP, DEM | 13F-HR | 4/8/2015 | 000151836415000004 |
| Q4 2014 | 75 | 338,015 | IWM, IVV, IWP, DEM | 13F-HR | 2/9/2015 | 000151836415000002 |
| Q3 2014 | 73 | 330,899 | IWM, DEM, IVV, IWP | 13F-HR | 10/20/2014 | 000151836414000012 |
| Q2 2014 | 67 | 307,643 | IWM, DEM, IVV, IWP | 13F-HR | 7/29/2014 | 000151836414000010 |
| Q1 2014 | 61 | 299,458 | IWM, DEM, IVV, IWP | 13F-HR | 5/7/2014 | 000151836414000008 |
| Q4 2013 | 57 | 285,769 | IWM, DEM, IVV, IWP | 13F-HR | 2/4/2014 | 000151836414000002 |