| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2015 | 66 | 916,331 | SHY, UST, LXP, STWD | 13F-HR | 11/13/2015 | 000095012315011775 |
| Q2 2015 | 49 | 1,119,934 | IWM, IJH, UWM, MVV | 13F-HR | 8/13/2015 | 000095012315008957 |
| Q1 2015 | 55 | 1,472,083 | IWM, IJH, IVV, UWM | 13F-HR | 5/14/2015 | 000095012315005758 |
| Q4 2014 | 56 | 2,513,666 | IJH, IVV, IEF, IWM | 13F-HR | 2/12/2015 | 000095012315001776 |
| Q3 2014 | 57 | 4,331,241 | IJH, IVV, IWM, MVV | 13F-HR | 11/12/2014 | 000095012314011490 |
| Q2 2014 | 54 | 6,833,177 | IVV, IEF, IWM, IJH | 13F-HR | 8/12/2014 | 000095012314008474 |
| Q1 2014 | 44 | 7,223,301 | IVV, IWM, SSO, UWM | 13F-HR | 5/15/2014 | 000095012314006178 |
| Q4 2013 | 44 | 6,818,042 | IVV, IJH, SSO, MVV | 13F-HR | 2/12/2014 | 000095012314001872 |