| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2018 | 20 | 125,241 | AGG, IWV, MTUM, VXUS | 13F-HR | 2/7/2019 | 000153261819000011 |
| Q3 2018 | 19 | 122,882 | AGG, IWV, MTUM, VXUS | 13F-HR | 11/8/2018 | 000153261818000006 |
| Q2 2018 | 18 | 120,587 | AGG, IWV, MTUM, VXUS | 13F-HR | 8/7/2018 | 000153261818000005 |
| Q1 2018 | 16 | 119,092 | AGG, IWV, MTUM, VXUS | 13F-HR | 5/3/2018 | 000153261818000003 |
| Q4 2017 | 16 | 121,258 | AGG, IWV, MTUM, VXUS | 13F-HR | 2/7/2018 | 000153261818000002 |
| Q3 2017 | 15 | 117,178 | AGG, IWV, MTUM, VXUS | 13F-HR | 11/3/2017 | 000153261817000007 |
| Q2 2017 | 16 | 116,114 | AGG, IWV, MTUM, VXUS | 13F-HR | 7/14/2017 | 000153261817000005 |
| Q1 2017 | 16 | 112,807 | AGG, IWV, MTUM, VXUS | 13F-HR | 5/4/2017 | 000153261817000004 |
| Q4 2016 | 16 | 115,103 | AGG, IWV, MUB, MTUM | 13F-HR | 2/9/2017 | 000153261817000002 |
| Q3 2016 | 15 | 117,625 | AGG, IWV, MUB, MTUM | 13F-HR | 10/31/2016 | 000153261816000016 |
| Q2 2016 | 15 | 118,804 | AGG, IWV, MUB, MTUM | 13F-HR | 8/3/2016 | 000153261816000014 |
| Q1 2016 | 16 | 120,040 | AGG, IWV, MUB, VXUS | RESTATEMENT | 8/3/2016 | 000153261816000015 |
| Q4 2015 | 26 | 162,769 | AGG, IJH, VIG, IWB | 13F-HR | 2/9/2016 | 000153261816000010 |
| Q3 2015 | 27 | 153,403 | IWP, AGG, VIG, IWB | 13F-HR | 11/12/2015 | 000153261815000008 |
| Q2 2015 | 28 | 163,680 | IVW, AGG, VIG, IWB | 13F-HR | 7/30/2015 | 000153261815000006 |
| Q1 2015 | 29 | 163,461 | IWP, AGG, VIG, IWB | 13F-HR | 5/14/2015 | 000153261815000004 |
| Q4 2014 | 29 | 161,156 | IVW, AGG, VIG, IWB | 13F-HR | 2/17/2015 | 000153261815000002 |
| Q3 2014 | 28 | 140,922 | IWD, AGG, VIG, IWB | 13F-HR | 10/16/2014 | 000153261814000007 |
| Q2 2014 | 28 | 145,857 | IWS, AGG, VIG, IWB | 13F-HR | 8/15/2014 | 000153261814000005 |
| Q1 2014 | 29 | 142,284 | VTI, AGG, VIG, IWB | 13F-HR | 5/15/2014 | 000153261814000003 |
| Q4 2013 | 26 | 149,953 | IWP, AGG, VIG, IWB | 13F-HR | 2/13/2014 | 000153261814000002 |